2023 Form 5500 filing — Adrian L. Merton, Incorporated 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 20260205151928NAL0004744017001) for Adrian L. Merton, Incorporated Profit Sharing Plan, reported by Adrian L. Merton, Incorporated under EIN 52-0849036 and plan number 002. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260205151928NAL0004744017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adrian L. Merton, Incorporated
- EIN
- 52-0849036
- Plan number
- 002
- Location
- Capitol Heights, MD
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,511,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,511,151
- Employer contributions
- $211,986
- Participant contributions
- $449,859
- Total income / additions
- $4,300,501
- Benefits paid
- $1,931,340
- Administrative expenses
- $71,468
- Total expenses
- $2,017,948
- Net increase / (decrease)
- $2,282,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDED | $66,062 | $0 |
| Map Retirement Usa LLC | SERVICE PROVIDED | $5,406 | $0 |