The Computer Merchant, Ltd. 401(K) Retirement Savings Plan — Form 5500 plan (The Computer Merchant, Ltd.)

Plain-English plan 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, The Computer Merchant, Ltd. 401(K) Retirement Savings Plan is a benefit plan reported by The Computer Merchant, Ltd. under EIN 04-2703758 and plan number 002. The latest loaded filing year is 2023. The filing reports 615 participants and $15,778,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Computer Merchant, Ltd.
EIN
04-2703758
Plan number
002
Plan type
2
Location
Norwell, MA
Latest filing year
2023
Participants
615
End-of-year plan assets
$15,778,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023615H, C20241003084400NAL0004717715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,778,016
Total liabilities (EOY)
$0
Net assets (EOY)
$15,778,016
Net assets (BOY)
$13,549,769

Income & contributions

Participant contributions
$720,799
Total contributions
$744,815
Total income / additions
$3,022,276

Expenses & distributions

Benefits paid
$681,980
Administrative expenses
$55,868
Total expenses
$794,029
Net increase / (decrease)
$2,228,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$30,902$02023
Mayflower Finncial Advisors, IncRETAINED BY EMPLOYER$25,000not reported in the loaded dataset2023

Related Form 5500 pages