2023 Form 5500 filing — Merschman Fertilizer, LLC 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 20240821085629NAL0002292067001) for Merschman Fertilizer, LLC 401(K) Profit Sharing Plan, reported by Merschman Fertilizer, LLC under EIN 42-1486273 and plan number 001. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.7MReported net assets$4,684,283
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240821085629NAL0002292067001
Plan sponsor
Merschman Fertilizer, LLC
EIN
42-1486273
Plan number
001
Location
West Point, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$545.1K
Benefits paid / distributions$545.1K
Contributions
Employer$98.6K
Participant$179.9K
Full reported line items
Total assets (EOY)
$4,684,283
Total liabilities (EOY)
$0
Net assets (EOY)
$4,684,283
Employer contributions
$98,602
Participant contributions
$179,927
Total income / additions
$1,021,180
Benefits paid
$545,058
Administrative expenses
$25
Total expenses
$545,083
Net increase / (decrease)
$476,097

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821085629NAL0002292067001 cover?
It is the 2023 Form 5500 filing for Merschman Fertilizer, LLC 401(K) Profit Sharing Plan, reported by Merschman Fertilizer, LLC (EIN 42-1486273).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages