Maerly 401(K) Plan — Form 5500 plan (Maerly)
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, Maerly 401(K) Plan is a benefit plan reported by Maerly under EIN 82-5295436 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,022 participants and $411,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maerly
- EIN
- 82-5295436
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake Village, CA
- Latest filing year
- 2023
- Participants
- 1,022
- End-of-year plan assets
- $411,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,022 | H, C | 20251103105605NAL0007697169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $411,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $411,657
- Net assets (BOY)
- $1,025,239
Income & contributions
- Employer contributions
- $899
- Participant contributions
- $2,667
- Total contributions
- $3,566
- Total income / additions
- $125,936
Expenses & distributions
- Benefits paid
- $581,144
- Administrative expenses
- $150,252
- Total expenses
- $739,518
- Net increase / (decrease)
- -$613,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $134,576 | $0 | 2023 |
| Holthouse Carlin & Van Trigt | NONE | $13,000 | not reported in the loaded dataset | 2023 |