Mercer Transportation Co., Inc. Employees 401(K) Plan — Form 5500 plan (Mercer Transportation Co., 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, Mercer Transportation Co., Inc. Employees 401(K) Plan is a benefit plan reported by Mercer Transportation Co., Inc. under EIN 75-1555599 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $15,052,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mercer Transportation Co., Inc.
EIN
75-1555599
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
288
End-of-year plan assets
$15,052,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20241203144131NAL0003987952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,052,115
Total liabilities (EOY)
$0
Net assets (EOY)
$15,052,115
Net assets (BOY)
$13,730,155

Income & contributions

Employer contributions
$291,394
Participant contributions
$1,049,038
Total contributions
$1,442,939
Total income / additions
$3,507,614

Expenses & distributions

Benefits paid
$2,116,494
Administrative expenses
$65,749
Total expenses
$2,185,654
Net increase / (decrease)
$1,321,960

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$6,119$02023
Adp, Inc.RECORD KEEPER$1,930$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages