Plan5500

Mersino Management Company Cash Balance Plan — Form 5500 plan (Mersino Management Company)

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, Mersino Management Company Cash Balance Plan is a benefit plan reported by Mersino Management Company under EIN 26-4169443 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $2,127,421 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mersino Management Company
EIN
26-4169443
Plan number
002
Plan type
2
Location
Davison, MI
Latest filing year
2023
Participants
146
End-of-year plan assets
$2,127,421

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241015171029NAL0016942387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,127,421
Total liabilities (EOY)
$0
Net assets (EOY)
$2,127,421
Net assets (BOY)
$2,146,533

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$60,656

Expenses & distributions

Benefits paid
$0
Administrative expenses
$79,768
Total expenses
$79,768
Net increase / (decrease)
-$19,112

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Iannuzzi, Manetta & Company, P.C.NONE$54,673not reported in the loaded dataset2023
Greystone Financial Group, LLCNONE$25,095not reported in the loaded dataset2023
Tycor Benefit Administrators, Inc.NONE$0not reported in the loaded dataset2023

Related Form 5500 pages