Merz North America 401(K) Plan — Form 5500 plan (Merz, Incorporated)
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, Merz North America 401(K) Plan is a benefit plan reported by Merz, Incorporated under EIN 56-1540459 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,517 participants and $195,898,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merz, Incorporated
- EIN
- 56-1540459
- Plan number
- 003
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 1,517
- End-of-year plan assets
- $195,898,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,517 | H, C | 20241015162521NAL0030333905004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,898,794
- Net assets (EOY)
- $195,898,794
- Net assets (BOY)
- $155,849,534
Income & contributions
- Employer contributions
- $13,983,150
- Participant contributions
- $12,768,152
- Total contributions
- $29,756,429
- Total income / additions
- $58,785,170
Expenses & distributions
- Benefits paid
- $18,568,720
- Administrative expenses
- $152,082
- Total expenses
- $18,735,910
- Net increase / (decrease)
- $40,049,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $88,863 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $35,216 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $20,061 | not reported in the loaded dataset | 2023 |
| Capfinancial | NONE | $6,687 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Merz, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Oneamerica Retirement Services LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Capfinancial — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation