Plan5500

R.D. Merrill Companies 401(K) Plan — Form 5500 plan (Merrill Gardens, LLC)

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, R.D. Merrill Companies 401(K) Plan is a benefit plan reported by Merrill Gardens, LLC under EIN 91-1738695 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,021 participants and $43,060,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merrill Gardens, LLC
EIN
91-1738695
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
3,021
End-of-year plan assets
$43,060,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,021H, C20240920143651NAL0007613169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,060,556
Total liabilities (EOY)
$0
Net assets (EOY)
$43,060,556
Net assets (BOY)
$34,942,173

Income & contributions

Employer contributions
$2,356,782
Participant contributions
$5,250,024
Total contributions
$8,205,141
Total income / additions
$13,278,179

Expenses & distributions

Benefits paid
$4,918,319
Administrative expenses
$241,477
Total expenses
$5,159,796
Net increase / (decrease)
$8,118,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan ServicRETAINED BY EMPLOYER$161,269$02023
Gallagher Benefit ServicesRETAINED BY EMPLOYER$80,208not reported in the loaded dataset2023

Related Form 5500 pages