Merrick Industries, 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 Industries, Inc. (EIN 59-3076908) is a plan sponsor located in Lynn Haven, FL with 3 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
59-3076908
Location
Lynn Haven, FL
Loaded plans
3
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 Industries, Inc.

  • 3 loaded plans hold $12.6M in reported assets.
  • The largest, Merrick Industries, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 364 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.6MSummed across loaded plans$12,642,711
Total reported assets$12.6M$12,642,711
Total reported participants364
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.6M total assets
Net assets$12.6MLiabilities$0
Contributions & income
Employer contributions$169.6K
Participant contributions$561.2K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$768.6K
Total expenses$832.4K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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 Industries, Inc. 401(K) Plan
Participants per plan121Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 140 participants · 2023
  2. 2
    Merrick Industries Inc Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 112 participants · 2023
  3. 3
    Merrick Industries, Inc Ancillary Plannot reported in the loaded dataset
    Plan #510 · 112 participants · 2023
EFAST2 filings

Latest loaded filings

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

  1. 2023
    Merrick Industries Inc Employee Benefit Plan112 participants · 2No schedules
    View filing →
  2. 2023
    Merrick Industries, Inc Ancillary Plan112 participants · 2No schedules
    View filing →
  3. 2023
    Merrick Industries, Inc. 401(K) Plan140 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Merrick Industries, Inc. report on Form 5500?
Merrick Industries, Inc. (EIN 59-3076908) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Merrick Industries, Inc.?
The Employer Identification Number (EIN) reported for Merrick Industries, Inc. is 59-3076908.
What is the latest Form 5500 filing year for Merrick Industries, Inc.?
The latest loaded Form 5500 filing year for Merrick Industries, Inc. is 2023.

Related Form 5500 pages