Plan5500

Merrick Hardwoods, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Hardwoods, Inc. (EIN 01-0548405) is a plan sponsor located in Burnside, KY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0548405
Location
Burnside, KY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Merrick Hardwoods, Inc.

  • 2 loaded plans hold $10.1M in reported assets.
  • The largest, Merrick Hardwoods Employee Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 370 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.1MSummed across loaded plans$10,122,267
Total reported assets$10.1M$10,122,267
Total reported participants370
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.1M total assets
Net assets$10.1MLiabilities$0
Contributions & income
Employer contributions$152.2K
Participant contributions$350K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$783K
Total expenses$841.9K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Merrick Hardwoods Employee Retirement Plan
Participants per plan185Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Merrick Hardwoods Employee Retirement Plan$10.1M
    Plan #001 · 249 participants · 2023
  2. 2
    Merrick Hardwoods - Benefits Merrick Hardwoodsnot reported in the loaded dataset
    Plan #502 · 121 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Merrick Hardwoods, Inc.. Open one for its full reported snapshot.

  1. 2023
    Merrick Hardwoods - Benefits Merrick Hardwoods121 participants · 2No schedules
    View filing →
  2. 2023
    Merrick Hardwoods Employee Retirement Plan249 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Merrick Hardwoods, Inc. report on Form 5500?
Merrick Hardwoods, Inc. (EIN 01-0548405) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Merrick Hardwoods, Inc.?
The Employer Identification Number (EIN) reported for Merrick Hardwoods, Inc. is 01-0548405.
What is the latest Form 5500 filing year for Merrick Hardwoods, Inc.?
The latest loaded Form 5500 filing year for Merrick Hardwoods, Inc. is 2023.

Related Form 5500 pages