The Mercatalyst 401k Plan — Form 5500 plan (Mercatalyst, 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, The Mercatalyst 401k Plan is a benefit plan reported by Mercatalyst, Inc. under EIN 46-1686747 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $4,929,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mercatalyst, Inc.
EIN
46-1686747
Plan number
001
Plan type
2
Location
Carrollton, TX
Latest filing year
2023
Participants
154
End-of-year plan assets
$4,929,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20241015101422NAL0047320704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,929,638
Total liabilities (EOY)
$0
Net assets (EOY)
$4,929,638
Net assets (BOY)
$4,025,419

Income & contributions

Employer contributions
$269,171
Participant contributions
$480,656
Total contributions
$749,827
Total income / additions
$1,475,155

Expenses & distributions

Benefits paid
$550,974
Administrative expenses
$19,962
Total expenses
$570,936
Net increase / (decrease)
$904,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
IntellicentsNONE$12,460not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$7,502$02023

Related Form 5500 pages