Empire Merchants North 401(K) Plan — Form 5500 plan (Empire Merchants North, LLC)

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, Empire Merchants North 401(K) Plan is a benefit plan reported by Empire Merchants North, LLC under EIN 20-8448427 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $44,408,043 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Empire Merchants North, LLC
EIN
20-8448427
Plan number
001
Plan type
2
Location
North Syracuse, NY
Latest filing year
2023
Participants
356
End-of-year plan assets
$44,408,043

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023356H, C20240926110531NAL0000333475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,408,043
Total liabilities (EOY)
$0
Net assets (EOY)
$44,408,043
Net assets (BOY)
$38,061,245

Income & contributions

Employer contributions
$1,074,975
Participant contributions
$1,939,510
Total contributions
$3,055,257
Total income / additions
$9,444,594

Expenses & distributions

Benefits paid
$3,598,555
Administrative expenses
$116,148
Total expenses
$3,714,703
Net increase / (decrease)
$5,729,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$61,899$02023
Advisor Investments LLCINVESTMENT ADVISORY$35,249not reported in the loaded dataset2023
HkmpACCOUNTANT$19,000not reported in the loaded dataset2023

Related Form 5500 pages