The Myers Group Retirement Plan — Form 5500 plan (The Myers Group, LLC)

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, The Myers Group Retirement Plan is a benefit plan reported by The Myers Group, LLC under EIN 26-0856416 and plan number 001. The latest loaded filing year is 2023. The filing reports 645 participants and $10,908,867 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Myers Group, LLC
EIN
26-0856416
Plan number
001
Plan type
2
Location
Clinton, WA
Latest filing year
2023
Participants
645
End-of-year plan assets
$10,908,867

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023645H, C20241011104322NAL0036691616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,908,867
Total liabilities (EOY)
$7,907
Net assets (EOY)
$10,900,960
Net assets (BOY)
$9,819,893

Income & contributions

Employer contributions
$183,945
Participant contributions
$544,489
Total contributions
$737,552
Total income / additions
$2,007,533

Expenses & distributions

Benefits paid
$874,565
Administrative expenses
$51,901
Total expenses
$926,466
Net increase / (decrease)
$1,081,067

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Northwest Advisory ServiceNONE$30,467not reported in the loaded dataset2023
American Northwest RpsNONE$16,906$02023

Related Form 5500 pages