2023 Form 5500 filing — Mercalis Inc. 401(K) Profit Plan And Trust
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 20241004105416NAL0023510722001) for Mercalis Inc. 401(K) Profit Plan And Trust, reported by Mercalis Inc under EIN 52-2251120 and plan number 001. It reports 1,254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004105416NAL0023510722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercalis Inc
- EIN
- 52-2251120
- Plan number
- 001
- Location
- Morrisville, NC
- Participants
- 1,254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,750,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,750,400
- Employer contributions
- $3,697,024
- Participant contributions
- $5,615,751
- Total income / additions
- $17,649,482
- Benefits paid
- $4,886,931
- Administrative expenses
- $150,987
- Total expenses
- $5,053,127
- Net increase / (decrease)
- $12,596,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,869 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,701 | $0 |
| Hughes Pittman & Gupton, Llp | AUDITOR | $16,850 | not reported in the loaded dataset |
| Trialcard Incorporated | OTHER | $13,440 | not reported in the loaded dataset |