Merit Medical Systems, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Merit Medical Systems, 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, Merit Medical Systems, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Merit Medical Systems, Inc. under EIN 87-0447695 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,126 participants and $185,679,214 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merit Medical Systems, Inc.
EIN
87-0447695
Plan number
001
Plan type
2
Location
South Jordan, UT
Latest filing year
2023
Participants
3,126
End-of-year plan assets
$185,679,214

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,126H, C20240813165303NAL0010710161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$185,679,214
Total liabilities (EOY)
$417,791
Net assets (EOY)
$185,261,423
Net assets (BOY)
$153,247,538

Income & contributions

Employer contributions
$4,302,468
Participant contributions
$11,647,948
Total contributions
$18,610,945
Total income / additions
$43,656,674

Expenses & distributions

Benefits paid
$11,062,275
Administrative expenses
$146,568
Total expenses
$11,642,789
Net increase / (decrease)
$32,013,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Soltis Investment Advisors, Inc.INVESTMENT ADVISOR$95,936not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$50,699$02023

Related Form 5500 pages