2023 Form 5500 filing — Merrick & Company 401(K) And Esop
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 20250110132258NAL0028792226001) for Merrick & Company 401(K) And Esop, reported by Merrick & Company under EIN 84-0499702 and plan number 004. It reports 1,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110132258NAL0028792226001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merrick & Company
- EIN
- 84-0499702
- Plan number
- 004
- Location
- Greenwood Village, CO
- Participants
- 1,299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,545,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,545,656
- Employer contributions
- $6,042,158
- Participant contributions
- $9,105,130
- Total income / additions
- $51,121,413
- Benefits paid
- $9,571,070
- Administrative expenses
- $296,202
- Total expenses
- $9,869,711
- Net increase / (decrease)
- $41,251,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $203,414 | not reported in the loaded dataset |
| Cook Street Consulting | NONE | $44,669 | not reported in the loaded dataset |
| Prairie Capital Advisors | NONE | $27,250 | not reported in the loaded dataset |
| Plante & Moran, Ppl | NONE | $20,800 | not reported in the loaded dataset |
| Charles Schwabtrust Bank | NONE | $0 | $14,307 |
| Sherman & Howard, L.L.C. | NONE | $69 | not reported in the loaded dataset |