2023 Form 5500 filing — Mercer-Zimmerman, 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 20241011141725NAL0022914705001) for Mercer-Zimmerman, Inc. Profit Sharing 401(K) Plan, reported by Mercer-Zimmerman, Inc. under EIN 48-0761465 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.7MReported net assets$15,708,169

Participants158

Provider compensation$89.3K2 Schedule C row(s)$89,256

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011141725NAL0022914705001
Plan sponsor: Mercer-Zimmerman, Inc.
EIN: 48-0761465
Plan number: 001
Location: Overland Park, KS
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.7M total assets

Net assets$15.7MLiabilities$0

Money in vs. money out

Total income / additions$4.7M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$1.1M

Participant$1.2M

Full reported line items

Total assets (EOY): $15,708,169
Total liabilities (EOY): $0
Net assets (EOY): $15,708,169
Employer contributions: $1,128,709
Participant contributions: $1,227,751
Total income / additions: $4,710,213
Benefits paid: $1,167,328
Administrative expenses: $89,256
Total expenses: $1,256,584
Net increase / (decrease): $3,453,629

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Lincoln National Corporation$56.1K
SERVICE PROVIDER · Direct $56.1K · Indirect $0
2
The Perspective Group, LLC$33.2K
CONSULTANT · Direct $33.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011141725NAL0022914705001 cover?: It is the 2023 Form 5500 filing for Mercer-Zimmerman, Inc. Profit Sharing 401(K) Plan, reported by Mercer-Zimmerman, Inc. (EIN 48-0761465).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).