Merrell Bros., 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, Merrell Bros., Inc. (EIN 35-1681490) is a plan sponsor located in Kokomo, IN 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
35-1681490
Location
Kokomo, IN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,867,266
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,867,266

Contributions & income

Employer contributions
$136,962
Participant contributions
$741,056
Total income / additions
$1,883,749

Expenses & distributions

Benefits paid / distributions
$198,999
Total expenses
$251,699
Net increase / (decrease)
$1,632,050

Coverage

Total reported participants
352
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Merrell Bros., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Merrell Bros. Retirement Savings Plan001193$6,867,2662023
Merrell Bros Employee Benefits Plans501159not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Merrell Bros., Inc.
YearPlanParticipantsSchedulesFiling
2023Merrell Bros. Retirement Savings Plan193H, C20240930100311NAL0010880738001
2023Merrell Bros Employee Benefits Plans15920241203182446NAL0004263328001

Related Form 5500 pages