2023 Form 5500 filing — Mercer Ranches, 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 20241003130918NAL0020628098001) for Mercer Ranches, Inc. 401(K) Profit Sharing Plan, reported by Mercer Ranches, Inc. under EIN 91-0689171 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003130918NAL0020628098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercer Ranches, Inc.
- EIN
- 91-0689171
- Plan number
- 001
- Location
- Prosser, WA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,577,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,577,876
- Employer contributions
- $258,162
- Participant contributions
- $476,490
- Total income / additions
- $1,667,988
- Benefits paid
- $478,923
- Administrative expenses
- $56,731
- Total expenses
- $535,654
- Net increase / (decrease)
- $1,132,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holdings Securities Inc. | NONE | $27,601 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $14,407 | not reported in the loaded dataset |
| Hunnex & Shoemaker | NONE | $3,360 | not reported in the loaded dataset |