2023 Form 5500 filing — Mercer Transportation Co., Inc. Employees 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 20241203144131NAL0003987952001) for Mercer Transportation Co., Inc. Employees 401(K) Plan, reported by Mercer Transportation Co., Inc. under EIN 75-1555599 and plan number 001. It reports 288 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)$15.1MReported net assets$15,052,115
Participants288
Provider compensation$8K3 Schedule C row(s)$8,049
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241203144131NAL0003987952001
- Plan sponsor
- Mercer Transportation Co., Inc.
- EIN
- 75-1555599
- Plan number
- 001
- Location
- Louisville, KY
- 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)$15.1M total assets
Net assets$15.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,052,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,052,115
- Employer contributions
- $291,394
- Participant contributions
- $1,049,038
- Total income / additions
- $3,507,614
- Benefits paid
- $2,116,494
- Administrative expenses
- $65,749
- Total expenses
- $2,185,654
- Net increase / (decrease)
- $1,321,960
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $6,119 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,930 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |