Merrifield Garden Center 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Merrifield Garden Center)
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, Merrifield Garden Center 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Merrifield Garden Center under EIN 54-0936775 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $21,399,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merrifield Garden Center
- EIN
- 54-0936775
- Plan number
- 001
- Plan type
- 2
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 484
- End-of-year plan assets
- $21,399,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 484 | H, C | 20240926131715NAL0001245296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,399,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,399,201
- Net assets (BOY)
- $19,503,645
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $573,920
- Total contributions
- $573,920
- Total income / additions
- $4,069,449
Expenses & distributions
- Benefits paid
- $2,119,810
- Administrative expenses
- $54,083
- Total expenses
- $2,173,893
- Net increase / (decrease)
- $1,895,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $39,857 | $0 | 2023 |
| Cetera Advisor Networks LLC | BROKER/ADVISER | $0 | $36,566 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $9,960 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,266 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Merrifield Garden Center
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation