Plan5500

Merrill & Associates Real Estate — 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, Merrill & Associates Real Estate (EIN 26-4412701) is a plan sponsor located in Atascadero, CA with 1 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
26-4412701
Location
Atascadero, CA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,139,530
Total reported assets$3.1M$3,139,530
Total reported participants5
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$52.5K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1.7K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Merrill & Associates Real Estate 401(K) Profit Sharing Plan
Participants per plan5Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Merrill & Associates Real Estate 401(K) Profit Sharing Plan$3.1M
    Plan #001 · 5 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Merrill & Associates Real Estate
YearPlanParticipantsSchedulesFiling
2023Merrill & Associates Real Estate 401(K) Profit Sharing Plan5I20240419133131NAL0003406099001

Related Form 5500 pages