Plan5500

Merrell Bros. Retirement Savings Plan — Form 5500 plan (Merrell Bros., 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, Merrell Bros. Retirement Savings Plan is a benefit plan reported by Merrell Bros., Inc. under EIN 35-1681490 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $6,867,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merrell Bros., Inc.
EIN
35-1681490
Plan number
001
Plan type
2
Location
Kokomo, IN
Latest filing year
2023
Participants
193
End-of-year plan assets
$6,867,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20240930100311NAL0010880738001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,867,266
Total liabilities (EOY)
$0
Net assets (EOY)
$6,867,266
Net assets (BOY)
$5,235,216

Income & contributions

Employer contributions
$136,962
Participant contributions
$741,056
Total contributions
$878,018
Total income / additions
$1,883,749

Expenses & distributions

Benefits paid
$198,999
Administrative expenses
$52,700
Total expenses
$251,699
Net increase / (decrease)
$1,632,050

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Financial DesignsNONE$37,696not reported in the loaded dataset2023
July Business ServicesNONE$15,004not reported in the loaded dataset2023

Related Form 5500 pages