The Merion Cricket Club 401(K) Plan — Form 5500 plan (The Merion Cricket Club)
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 Merion Cricket Club 401(K) Plan is a benefit plan reported by The Merion Cricket Club under EIN 23-0868340 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $10,543,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Merion Cricket Club
- EIN
- 23-0868340
- Plan number
- 002
- Plan type
- 2
- Location
- Haverford, PA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $10,543,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241011131837NAL0043793378001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,543,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,543,127
- Net assets (BOY)
- $8,229,991
Income & contributions
- Employer contributions
- $266,796
- Participant contributions
- $478,401
- Total contributions
- $745,197
- Total income / additions
- $2,472,893
Expenses & distributions
- Benefits paid
- $111,486
- Administrative expenses
- $41,780
- Total expenses
- $159,757
- Net increase / (decrease)
- $2,313,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Innovative Invstmnt Fiduciaries LLC | NONE | $22,974 | $0 | 2023 |
| Bpas, Inc. | NONE | $18,806 | $0 | 2023 |