Empire Merchants North Sales Union 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 Sales Union 401(K) Plan is a benefit plan reported by Empire Merchants North, LLC under EIN 20-8448427 and plan number 003. The latest loaded filing year is 2023. The filing reports 306 participants and $40,412,895 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
003
Plan type
2
Location
North Syracuse, NY
Latest filing year
2023
Participants
306
End-of-year plan assets
$40,412,895

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20240926111103NAL0000338483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,412,895
Total liabilities (EOY)
$0
Net assets (EOY)
$40,412,895
Net assets (BOY)
$37,322,348

Income & contributions

Employer contributions
$908,584
Participant contributions
$1,386,576
Total contributions
$2,429,012
Total income / additions
$8,075,309

Expenses & distributions

Benefits paid
$4,260,983
Administrative expenses
$106,689
Total expenses
$4,367,672
Net increase / (decrease)
$3,707,637

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$54,386$02023
Advisor Investments LLCINVESTMENT ADVISORY$33,303not reported in the loaded dataset2023
HkmACCOUNTANT$19,000not reported in the loaded dataset2023

Related Form 5500 pages