Mellott Company 401(K) Plan — Form 5500 plan (Mellott Company, 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, Mellott Company 401(K) Plan is a benefit plan reported by Mellott Company, LLC under EIN 23-1415787 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $26,425,809 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mellott Company, LLC
EIN
23-1415787
Plan number
001
Plan type
2
Location
Warfordsburg, PA
Latest filing year
2023
Participants
276
End-of-year plan assets
$26,425,809

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241011132941NAL0012540291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,425,809
Total liabilities (EOY)
$0
Net assets (EOY)
$26,425,809
Net assets (BOY)
$21,315,867

Income & contributions

Employer contributions
$489,582
Participant contributions
$1,128,195
Total contributions
$2,345,085
Total income / additions
$6,073,741

Expenses & distributions

Benefits paid
$1,830,360
Administrative expenses
$31,072
Total expenses
$1,872,130
Net increase / (decrease)
$4,201,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,274$02023

Related Form 5500 pages