Merendino Contracting, Inc. Retirement Plan — Form 5500 plan (Merendino Contracting, Inc.)
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, Merendino Contracting, Inc. Retirement Plan is a benefit plan reported by Merendino Contracting, Inc. under EIN 22-3138161 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $1,038,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merendino Contracting, Inc.
- EIN
- 22-3138161
- Plan number
- 001
- Plan type
- 2
- Location
- Linden, NJ
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $1,038,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240726135807NAL0026683712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,038,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,038,077
- Net assets (BOY)
- $722,025
Income & contributions
- Employer contributions
- $137,507
- Participant contributions
- $87,897
- Total contributions
- $225,404
- Total income / additions
- $368,081
Expenses & distributions
- Benefits paid
- $32,617
- Administrative expenses
- $19,412
- Total expenses
- $52,029
- Net increase / (decrease)
- $316,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $9,885 | $0 | 2023 |
| Beacon Wealth Consultants, Inc. | NONE | $9,677 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Merendino Contracting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Linden, NJ
- Epic Retirement Plan Services — Schedule C compensation
- Beacon Wealth Consultants, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation