2023 Form 5500 filing — Merrill Steel 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015100812NAL0047302992006) for Merrill Steel 401(K) Plan, reported by Merrill Iron & Steel, Inc. under EIN 39-0989700 and plan number 002. It reports 450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100812NAL0047302992006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merrill Iron & Steel, Inc.
- EIN
- 39-0989700
- Plan number
- 002
- Location
- Schofield, WI
- Participants
- 450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,526,584
- Net assets (EOY)
- $34,526,584
- Employer contributions
- $622,656
- Participant contributions
- $1,598,984
- Total income / additions
- $8,023,681
- Benefits paid
- $2,983,947
- Administrative expenses
- $94,200
- Total expenses
- $3,095,145
- Net increase / (decrease)
- $4,928,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $98,121 | $0 |