2023 Form 5500 filing — Merit Auto Group Savings Incentive 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 20240702092137NAL0004802673001) for Merit Auto Group Savings Incentive Plan, reported by Merit Holdings LLC under EIN 46-4497781 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702092137NAL0004802673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merit Holdings LLC
- EIN
- 46-4497781
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 109
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,524,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,524,183
- Employer contributions
- $96,960
- Participant contributions
- $154,650
- Total income / additions
- $411,225
- Benefits paid
- $187,680
- Total expenses
- $187,680
- Net increase / (decrease)
- $223,545
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $16,398 | not reported in the loaded dataset |
| Ssa, Pc | AUDITOR | $6,771 | not reported in the loaded dataset |
| Osaic Wealth, Inc | BROKER/ADVISER | not reported in the loaded dataset | $3,068 |
| Pension Solutions, Inc. | CONTRACT ADMIN | $750 | $1,375 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,111 | not reported in the loaded dataset |