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, Merlin Industries, Inc. 401(K) Plan is a benefit plan reported by Merlin Industries, Inc. under EIN 22-2896157 and plan number 002. The latest loaded filing year is 2023. The filing reports 314 participants and $12,529,219 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,529,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,529,219
- Net assets (BOY)
- $11,322,352
Income & contributions
- Employer contributions
- $253,889
- Participant contributions
- $529,595
- Total contributions
- $896,773
- Total income / additions
- $2,826,618
Expenses & distributions
- Benefits paid
- $1,588,770
- Administrative expenses
- $30,189
- Total expenses
- $1,619,751
- Net increase / (decrease)
- $1,206,867