Merlin International, Inc. 401(K) Plan — Form 5500 plan (Merlin International, 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, Merlin International, Inc. 401(K) Plan is a benefit plan reported by Merlin International, Inc. under EIN 84-1424371 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $10,117,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merlin International, Inc.
EIN
84-1424371
Plan number
002
Plan type
2
Location
Tysons, VA
Latest filing year
2023
Participants
174
End-of-year plan assets
$10,117,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241014150417NAL0026508961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,117,469
Total liabilities (EOY)
$0
Net assets (EOY)
$10,117,469
Net assets (BOY)
$8,380,683

Income & contributions

Employer contributions
$295,488
Participant contributions
$846,296
Total contributions
$1,314,478
Total income / additions
$2,642,721

Expenses & distributions

Benefits paid
$834,590
Administrative expenses
$25,214
Total expenses
$905,935
Net increase / (decrease)
$1,736,786

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$19,646$02023
Empower Advisory Group, LLCINVESTMENT MGMT$5,568not reported in the loaded dataset2023

Related Form 5500 pages