2023 Form 5500 filing — Merrimac Industrial Sales, Inc. New Comparability 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 20240719142054NAL0014767730001) for Merrimac Industrial Sales, Inc. New Comparability 401(K) Profit Sharing Plan, reported by Merrimac Industrial Sales, Inc. under EIN 04-2658833 and plan number 001. It reports 68 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,187,421
Participants68
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240719142054NAL0014767730001
Plan sponsor
Merrimac Industrial Sales, Inc.
EIN
04-2658833
Plan number
001
Location
Haverhill, MA
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)$4.2M total assets
Net assets$4.2MLiabilities
Money in vs. money out
Total income / additions$869.8K
Total expenses$330.6K
Benefits paid / distributions$325.2K
Contributions
Employer$76.6K
Participant$220.5K
Full reported line items
Total assets (EOY)
$4,187,421
Net assets (EOY)
$4,187,421
Employer contributions
$76,635
Participant contributions
$220,497
Total income / additions
$869,825
Benefits paid
$325,193
Administrative expenses
$550
Total expenses
$330,635
Net increase / (decrease)
$539,190

Related Form 5500 pages