Merrick & Company 401(K) And Esop — Form 5500 plan (Merrick & Company)
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, Merrick & Company 401(K) And Esop is a benefit plan reported by Merrick & Company under EIN 84-0499702 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,299 participants and $182,545,656 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merrick & Company
- EIN
- 84-0499702
- Plan number
- 004
- Plan type
- 2
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 1,299
- End-of-year plan assets
- $182,545,656
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,299 | H, C | 20250110132258NAL0028792226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $182,545,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,545,656
- Net assets (BOY)
- $141,293,954
Income & contributions
- Employer contributions
- $6,042,158
- Participant contributions
- $9,105,130
- Total contributions
- $21,317,950
- Total income / additions
- $51,121,413
Expenses & distributions
- Benefits paid
- $9,571,070
- Administrative expenses
- $296,202
- Total expenses
- $9,869,711
- Net increase / (decrease)
- $41,251,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $203,414 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting | NONE | $44,669 | not reported in the loaded dataset | 2023 |
| Prairie Capital Advisors | NONE | $27,250 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Ppl | NONE | $20,800 | not reported in the loaded dataset | 2023 |
| Charles Schwabtrust Bank | NONE | $0 | $14,307 | 2023 |
| Sherman & Howard, L.L.C. | NONE | $69 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Merrick & Company
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greenwood Village, CO
- Milliman, Inc. — Schedule C compensation
- Cook Street Consulting — Schedule C compensation
- Prairie Capital Advisors — Schedule C compensation
- Plante & Moran, Ppl — Schedule C compensation
- Charles Schwabtrust Bank — Schedule C compensation
- Sherman & Howard, L.L.C. — Schedule C compensation