2023 Form 5500 filing — Mersino Management Company Cash Balance 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 20241015171029NAL0016942387001) for Mersino Management Company Cash Balance Plan, reported by Mersino Management Company under EIN 26-4169443 and plan number 002. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171029NAL0016942387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mersino Management Company
- EIN
- 26-4169443
- Plan number
- 002
- Location
- Davison, MI
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,127,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,127,421
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $60,656
- Benefits paid
- $0
- Administrative expenses
- $79,768
- Total expenses
- $79,768
- Net increase / (decrease)
- -$19,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iannuzzi, Manetta & Company, P.C. | NONE | $54,673 | not reported in the loaded dataset |
| Greystone Financial Group, LLC | NONE | $25,095 | not reported in the loaded dataset |
| Tycor Benefit Administrators, Inc. | NONE | $0 | not reported in the loaded dataset |