2023 Form 5500 filing — Merz North America 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 20241015162521NAL0030333905004) for Merz North America 401(K) Plan, reported by Merz, Incorporated under EIN 56-1540459 and plan number 003. It reports 1,517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162521NAL0030333905004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Merz, Incorporated
- EIN
- 56-1540459
- Plan number
- 003
- Location
- Raleigh, NC
- Participants
- 1,517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,898,794
- Net assets (EOY)
- $195,898,794
- Employer contributions
- $13,983,150
- Participant contributions
- $12,768,152
- Total income / additions
- $58,785,170
- Benefits paid
- $18,568,720
- Administrative expenses
- $152,082
- Total expenses
- $18,735,910
- Net increase / (decrease)
- $40,049,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $88,863 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $35,216 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $20,061 | not reported in the loaded dataset |
| Capfinancial | NONE | $6,687 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| Matrix Trust Company | NONE | $0 | $0 |