Melissa & Doug, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Melissa & Doug, 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, Melissa & Doug, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Melissa & Doug, LLC under EIN 26-0633336 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $34,492,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Melissa & Doug, LLC
EIN
26-0633336
Plan number
001
Plan type
2
Location
Westport, CT
Latest filing year
2023
Participants
456
End-of-year plan assets
$34,492,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023456H, C20240916153316NAL0001668065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,492,549
Total liabilities (EOY)
$0
Net assets (EOY)
$34,492,549
Net assets (BOY)
$28,481,116

Income & contributions

Employer contributions
$1,325
Participant contributions
$3,319,168
Total contributions
$3,588,642
Total income / additions
$8,672,245

Expenses & distributions

Benefits paid
$2,539,916
Administrative expenses
$120,896
Total expenses
$2,660,812
Net increase / (decrease)
$6,011,433

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmitINVESTMENT ADVISOR$115,852not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$29,656$02023

Related Form 5500 pages