2023 Form 5500 filing — Mericle 401(K) Profit Sharing 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 20241015183901NAL0057707746001) for Mericle 401(K) Profit Sharing Plan, reported by Mericle Construction, Inc. under EIN 23-2522306 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$39.4MReported net assets$39,420,420
Participants356
Provider compensation$45.7K2 Schedule C row(s)$45,691
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015183901NAL0057707746001
- Plan sponsor
- Mericle Construction, Inc.
- EIN
- 23-2522306
- Plan number
- 001
- Location
- Wilkes Barre, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$39.4M total assets
Net assets$39.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,420,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,420,420
- Employer contributions
- $1,427,845
- Participant contributions
- $1,827,084
- Total income / additions
- $9,721,800
- Benefits paid
- $1,798,999
- Administrative expenses
- $112,594
- Total expenses
- $1,911,593
- Net increase / (decrease)
- $7,810,207
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jacobi Capital Managment LLC | REGISTERED INV ADVISOR | $43,299 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $2,392 | $0 |