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, Mertz Manufacturing, Inc. Savings And Retirement Plan And Trust is a benefit plan reported by Mertz Manufacturing, Inc. under EIN 55-0830804 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $6,985,007 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,985,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,985,007
- Net assets (BOY)
- $6,473,933
Income & contributions
- Employer contributions
- $181,817
- Participant contributions
- $499,598
- Total contributions
- $681,415
- Total income / additions
- $1,644,354
Expenses & distributions
- Benefits paid
- $1,113,143
- Administrative expenses
- $19,188
- Total expenses
- $1,133,280
- Net increase / (decrease)
- $511,074