Merrill & Associates Real Estate 401(K) Profit Sharing Plan — Form 5500 plan (Merrill & Associates Real Estate)
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, Merrill & Associates Real Estate 401(K) Profit Sharing Plan is a benefit plan reported by Merrill & Associates Real Estate under EIN 26-4412701 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,139,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merrill & Associates Real Estate
- EIN
- 26-4412701
- Plan number
- 001
- Plan type
- 2
- Location
- Atascadero, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240419133131NAL0003406099001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,139,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,139,530
- Net assets (BOY)
- $1,797,176
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $52,500
- Total income / additions
- $1,344,079
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $1,725
- Net increase / (decrease)
- $1,342,354
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.