2023 Form 5500 filing — Mercer Foods 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 20241107130043NAL0006011107001) for Mercer Foods 401(K) Plan, reported by Mercer Foods, LLC under EIN 77-0196296 and plan number 001. It reports 585 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)$10.2MReported net assets$10,186,407
Participants585
Provider compensation$73.4K2 Schedule C row(s)$73,407
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241107130043NAL0006011107001
- Plan sponsor
- Mercer Foods, LLC
- EIN
- 77-0196296
- Plan number
- 001
- Location
- Modesto, CA
- Received date
- not reported in the loaded dataset
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)$10.2M total assets
Net assets$10.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,186,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,186,407
- Employer contributions
- $682,032
- Participant contributions
- $1,161,785
- Total income / additions
- $3,377,130
- Benefits paid
- $970,093
- Administrative expenses
- $73,392
- Total expenses
- $1,050,602
- Net increase / (decrease)
- $2,326,528
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research. | NONE | $54,145 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $19,247 | $15 |