2023 Form 5500 filing — Merendino Contracting, Inc. Retirement 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 20240726135807NAL0026683712001) for Merendino Contracting, Inc. Retirement Plan, reported by Merendino Contracting, Inc. under EIN 22-3138161 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726135807NAL0026683712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merendino Contracting, Inc.
- EIN
- 22-3138161
- Plan number
- 001
- Location
- Linden, NJ
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,038,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,038,077
- Employer contributions
- $137,507
- Participant contributions
- $87,897
- Total income / additions
- $368,081
- Benefits paid
- $32,617
- Administrative expenses
- $19,412
- Total expenses
- $52,029
- Net increase / (decrease)
- $316,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $9,885 | $0 |
| Beacon Wealth Consultants, Inc. | NONE | $9,677 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |