Merit Auto Group Savings Incentive Plan — Form 5500 plan (Merit Holdings 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, Merit Auto Group Savings Incentive Plan is a benefit plan reported by Merit Holdings LLC under EIN 46-4497781 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $1,524,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merit Holdings LLC
- EIN
- 46-4497781
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $1,524,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | I, C | 20240702092137NAL0004802673001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,524,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,524,183
- Net assets (BOY)
- $1,300,638
Income & contributions
- Employer contributions
- $96,960
- Participant contributions
- $154,650
- Total income / additions
- $411,225
Expenses & distributions
- Benefits paid
- $187,680
- Total expenses
- $187,680
- Net increase / (decrease)
- $223,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $16,398 | not reported in the loaded dataset | 2023 |
| Ssa, Pc | AUDITOR | $6,771 | not reported in the loaded dataset | 2023 |
| Osaic Wealth, Inc | BROKER/ADVISER | not reported in the loaded dataset | $3,068 | 2023 |
| Pension Solutions, Inc. | CONTRACT ADMIN | $750 | $1,375 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,111 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Merit Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Insurance Co — Schedule C compensation
- Ssa, Pc — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation
- Pension Solutions, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation