Mericle 401(K) Profit Sharing Plan — Form 5500 plan (Mericle Construction, 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, Mericle 401(K) Profit Sharing Plan is a benefit plan reported by Mericle Construction, Inc. under EIN 23-2522306 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $39,420,420 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39.4MPlan net assets, end of year$39,420,420
Participants356Covered participants reported
Assets / participant$110.7KComputed: assets ÷ participants$110,732 (computed)
Provider compensation$45.7K2 Schedule C provider row(s)$45,691
- Plan sponsor
- Mericle Construction, Inc.
- EIN
- 23-2522306
- Plan number
- 001
- Plan type
- 3
- Location
- Wilkes Barre, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20241015183901NAL0057707746001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$39.4M total assets
Net assets$39.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $39,420,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,420,420
- Net assets (BOY)
- $31,610,213
Income & contributions
- Employer contributions
- $1,427,845
- Participant contributions
- $1,827,084
- Total contributions
- $3,392,745
- Total income / additions
- $9,721,800
Expenses & distributions
- Benefits paid
- $1,798,999
- Administrative expenses
- $112,594
- Total expenses
- $1,911,593
- Net increase / (decrease)
- $7,810,207
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
44%56%
Employer 44%Participant 56%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jacobi Capital Managment LLC | REGISTERED INV ADVISOR | $43,299 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $2,392 | $0 | 2023 |