Merakey 401(K) Plan — Form 5500 plan (Merakey Usa)
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, Merakey 401(K) Plan is a benefit plan reported by Merakey Usa under EIN 23-2175924 and plan number 004. The latest loaded filing year is 2023. The filing reports 323 participants and $3,169,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merakey Usa
- EIN
- 23-2175924
- Plan number
- 004
- Plan type
- 2
- Location
- Lafayette Hill, PA
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $3,169,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241014112534NAL0026036785001 |
| 2023 | 341 | H, C | 20240725092814NAL0022108336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,714,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,714,927
- Net assets (BOY)
- $3,853,404
Income & contributions
- Employer contributions
- $89,716
- Participant contributions
- $351,570
- Total contributions
- $752,252
- Total income / additions
- $1,397,868
Expenses & distributions
- Benefits paid
- $495,885
- Administrative expenses
- $13,263
- Total expenses
- $536,345
- Net increase / (decrease)
- $861,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,494 | $0 | 2023 |
| Masschusetts Mutual Life Ins. | CONTRACT ADMINISTRATOR | $8,132 | $0 | 2023 |
| Nfp Corporate Services (Pa), Inc. | CONTRACT ADMIN | $2,202 | not reported in the loaded dataset | 2023 |
| Cornersatone Advisors Asser Managem | INVESTMENT ADVISOR | $491 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $295 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Merakey Usa
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lafayette Hill, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Masschusetts Mutual Life Ins. — Schedule C compensation
- Nfp Corporate Services (Pa), Inc. — Schedule C compensation
- Cornersatone Advisors Asser Managem — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation