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, Mercy Drive 403(B) Retirement Plan is a benefit plan reported by Mercy Drive Inc. under EIN 04-3831639 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,424 participants and $4,064,502 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,064,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,064,502
- Net assets (BOY)
- $5,377,236
Income & contributions
- Employer contributions
- $413,794
- Participant contributions
- $72,409
- Total contributions
- $486,203
- Total income / additions
- -$714,781
Expenses & distributions
- Benefits paid
- $597,094
- Administrative expenses
- $859
- Total expenses
- $597,953
- Net increase / (decrease)
- -$1,312,734