Merrill Technologies Group Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Merrill Technologies Group Inc)
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, Merrill Technologies Group Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Merrill Technologies Group Inc under EIN 38-2124511 and plan number 002. The latest loaded filing year is 2023. The filing reports 451 participants and $39,410,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merrill Technologies Group Inc
- EIN
- 38-2124511
- Plan number
- 002
- Plan type
- 2
- Location
- Saginaw, MI
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $39,410,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241009072640NAL0032129728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,410,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,410,851
- Net assets (BOY)
- $32,375,158
Income & contributions
- Employer contributions
- $1,334,309
- Participant contributions
- $2,405,125
- Total contributions
- $3,833,942
- Total income / additions
- $9,251,039
Expenses & distributions
- Benefits paid
- $2,136,184
- Administrative expenses
- $79,162
- Total expenses
- $2,215,346
- Net increase / (decrease)
- $7,035,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M Holdings Securities Inc | ADVISOR | $50,187 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $19,020 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $9,955 | not reported in the loaded dataset | 2023 |