Merrimac Industrial Sales, Inc. New Comparability 401(K) Profit Sharing Plan — Form 5500 plan (Merrimac Industrial Sales, Inc.)

Plain-English plan 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, Merrimac Industrial Sales, Inc. New Comparability 401(K) Profit Sharing Plan is a benefit plan reported by Merrimac Industrial Sales, Inc. under EIN 04-2658833 and plan number 001. The latest loaded filing year is 2023. The filing reports 68 participants and $4,187,421 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merrimac Industrial Sales, Inc.
EIN
04-2658833
Plan number
001
Plan type
2
Location
Haverhill, MA
Latest filing year
2023
Participants
68
End-of-year plan assets
$4,187,421

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202368I20240719142054NAL0014767730001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,187,421
Net assets (EOY)
$4,187,421
Net assets (BOY)
$3,648,231

Income & contributions

Employer contributions
$76,635
Participant contributions
$220,497
Total income / additions
$869,825

Expenses & distributions

Benefits paid
$325,193
Administrative expenses
$550
Total expenses
$330,635
Net increase / (decrease)
$539,190

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages