2023 Form 5500 filing — Merrell Bros. Retirement Savings 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 20240930100311NAL0010880738001) for Merrell Bros. Retirement Savings Plan, reported by Merrell Bros., Inc. under EIN 35-1681490 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930100311NAL0010880738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merrell Bros., Inc.
- EIN
- 35-1681490
- Plan number
- 001
- Location
- Kokomo, IN
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,867,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,867,266
- Employer contributions
- $136,962
- Participant contributions
- $741,056
- Total income / additions
- $1,883,749
- Benefits paid
- $198,999
- Administrative expenses
- $52,700
- Total expenses
- $251,699
- Net increase / (decrease)
- $1,632,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Financial Designs | NONE | $37,696 | not reported in the loaded dataset |
| July Business Services | NONE | $15,004 | not reported in the loaded dataset |