2023 Form 5500 filing — Merrill & Associates Real Estate 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240419133131NAL0003406099001) for Merrill & Associates Real Estate 401(K) Profit Sharing Plan, reported by Merrill & Associates Real Estate under EIN 26-4412701 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.1MReported net assets$3,139,530
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240419133131NAL0003406099001
- Plan sponsor
- Merrill & Associates Real Estate
- EIN
- 26-4412701
- Plan number
- 001
- Location
- Atascadero, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,139,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,139,530
- Employer contributions
- $0
- Participant contributions
- $52,500
- Total income / additions
- $1,344,079
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $1,725
- Net increase / (decrease)
- $1,342,354