2023 Form 5500 filing — Merlin Entertainments Group Us, LLC 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 20241015210245NAL0029666049002) for Merlin Entertainments Group Us, LLC 401(K) Plan, reported by Merlin Entertainments Group Us, LLC under EIN 13-3894317 and plan number 001. It reports 4,527 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)$59.6MReported net assets$59,591,926
Participants4.5K4,527
Provider compensation$177.4K3 Schedule C row(s)$177,385
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015210245NAL0029666049002
Plan sponsor
Merlin Entertainments Group Us, LLC
EIN
13-3894317
Plan number
001
Location
Orlando, FL
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)$59.6M total assets
Net assets$59.6MLiabilities
Money in vs. money out
Total income / additions$17.5M
Total expenses$5.8M
Benefits paid / distributions$5.7M
Contributions
Employer$2.3M
Participant$4.4M
Full reported line items
Total assets (EOY)
$59,591,926
Net assets (EOY)
$59,591,926
Employer contributions
$2,332,597
Participant contributions
$4,388,072
Total income / additions
$17,451,206
Benefits paid
$5,659,804
Administrative expenses
$177,385
Total expenses
$5,839,485
Net increase / (decrease)
$11,611,721
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $147.4K · Indirect $0
  2. 2
    BROKER · Direct $30K
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015210245NAL0029666049002 cover?
It is the 2023 Form 5500 filing for Merlin Entertainments Group Us, LLC 401(K) Plan, reported by Merlin Entertainments Group Us, LLC (EIN 13-3894317).
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).

Related Form 5500 pages