2023 Form 5500 filing — R.D. Merrill Companies 401(K) 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 20240920143651NAL0007613169001) for R.D. Merrill Companies 401(K) Plan, reported by Merrill Gardens, LLC under EIN 91-1738695 and plan number 001. It reports 3,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920143651NAL0007613169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merrill Gardens, LLC
- EIN
- 91-1738695
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 3,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,060,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,060,556
- Employer contributions
- $2,356,782
- Participant contributions
- $5,250,024
- Total income / additions
- $13,278,179
- Benefits paid
- $4,918,319
- Administrative expenses
- $241,477
- Total expenses
- $5,159,796
- Net increase / (decrease)
- $8,118,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | RETAINED BY EMPLOYER | $161,269 | $0 |
| Gallagher Benefit Services | RETAINED BY EMPLOYER | $80,208 | not reported in the loaded dataset |