Mergon Corporation — 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, Mergon Corporation (EIN 57-1063765) is a plan sponsor located in Anderson, SC 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
57-1063765
Location
Anderson, SC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,465,300
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,465,300

Contributions & income

Employer contributions
$143,926
Participant contributions
$453,260
Total income / additions
$1,194,269

Expenses & distributions

Benefits paid / distributions
$348,450
Total expenses
$373,050
Net increase / (decrease)
$821,219

Coverage

Total reported participants
552
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

Mergon Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mergon Corporation 401(K) Retirement Plan001301$4,465,3002023
Mergon Corporation Employee Benefit Plan501251not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mergon Corporation
YearPlanParticipantsSchedulesFiling
2023Mergon Corporation 401(K) Retirement Plan301H, C20241013110810NAL0012402995001
2023Mergon Corporation Employee Benefit Plan25120241023074707NAL0005226224001

Related Form 5500 pages