The Myers Group Retirement Plan — Form 5500 plan (The Myers Group, 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, The Myers Group Retirement Plan is a benefit plan reported by The Myers Group, LLC under EIN 26-0856416 and plan number 001. The latest loaded filing year is 2023. The filing reports 645 participants and $10,908,867 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.9MPlan net assets, end of year$10,900,960
Participants645Covered participants reported
Assets / participant$16.9KComputed: assets ÷ participants$16,913 (computed)
Provider compensation$47.4K2 Schedule C provider row(s)$47,373
- Plan sponsor
- The Myers Group, LLC
- EIN
- 26-0856416
- Plan number
- 001
- Plan type
- 2
- Location
- Clinton, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 645 | H, C | 20241011104322NAL0036691616001 |
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)$10.9M total assets
Net assets$10.9MLiabilities$7.9K
Full reported line items
Net assets
- Total assets (EOY)
- $10,908,867
- Total liabilities (EOY)
- $7,907
- Net assets (EOY)
- $10,900,960
- Net assets (BOY)
- $9,819,893
Income & contributions
- Employer contributions
- $183,945
- Participant contributions
- $544,489
- Total contributions
- $737,552
- Total income / additions
- $2,007,533
Expenses & distributions
- Benefits paid
- $874,565
- Administrative expenses
- $51,901
- Total expenses
- $926,466
- Net increase / (decrease)
- $1,081,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Northwest Advisory Service | NONE | $30,467 | not reported in the loaded dataset | 2023 |
| American Northwest Rps | NONE | $16,906 | $0 | 2023 |