Merry Heart Personnel Corp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Merry Heart Personnel Corp)
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, Merry Heart Personnel Corp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Merry Heart Personnel Corp under EIN 26-2181681 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $7,373,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merry Heart Personnel Corp
- EIN
- 26-2181681
- Plan number
- 001
- Plan type
- 2
- Location
- Succasunna, NJ
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $7,373,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20241015101427NAL0014382147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,373,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,373,084
- Net assets (BOY)
- $6,648,821
Income & contributions
- Employer contributions
- $132,093
- Participant contributions
- $580,906
- Total contributions
- $712,999
- Total income / additions
- $1,792,047
Expenses & distributions
- Benefits paid
- $1,016,327
- Administrative expenses
- $31,511
- Total expenses
- $1,067,784
- Net increase / (decrease)
- $724,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets | ADVISOR | $16,300 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $15,739 | not reported in the loaded dataset | 2023 |