2023 Form 5500 filing — Merit Medical Systems, Inc. 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 20240813165303NAL0010710161001) for Merit Medical Systems, Inc. 401(K) Profit Sharing Plan, reported by Merit Medical Systems, Inc. under EIN 87-0447695 and plan number 001. It reports 3,126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813165303NAL0010710161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merit Medical Systems, Inc.
- EIN
- 87-0447695
- Plan number
- 001
- Location
- South Jordan, UT
- Participants
- 3,126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $185,679,214
- Total liabilities (EOY)
- $417,791
- Net assets (EOY)
- $185,261,423
- Employer contributions
- $4,302,468
- Participant contributions
- $11,647,948
- Total income / additions
- $43,656,674
- Benefits paid
- $11,062,275
- Administrative expenses
- $146,568
- Total expenses
- $11,642,789
- Net increase / (decrease)
- $32,013,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors, Inc. | INVESTMENT ADVISOR | $95,936 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $50,699 | $0 |