2023 Form 5500 filing — Mervis Industries, Inc. Profit Sharing & 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 20240920155902NAL0007730161001) for Mervis Industries, Inc. Profit Sharing & 401(K) Plan, reported by Mervis Industries, Inc. under EIN 37-0812150 and plan number 003. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920155902NAL0007730161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mervis Industries, Inc.
- EIN
- 37-0812150
- Plan number
- 003
- Location
- Danville, IL
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,967,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,967,294
- Employer contributions
- $421,811
- Participant contributions
- $609,045
- Total income / additions
- $3,324,746
- Benefits paid
- $1,927,160
- Administrative expenses
- $66,923
- Total expenses
- $1,995,153
- Net increase / (decrease)
- $1,329,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,686 | $0 |
| Mesirow Financial | ADVISOR | $29,237 | not reported in the loaded dataset |