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, Merlo Construction Company, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Merlo Construction Company, Inc. under EIN 38-2987899 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $4,879,975 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,879,975
- Net assets (EOY)
- $4,879,975
- Net assets (BOY)
- $3,995,057
Income & contributions
- Employer contributions
- $269,230
- Participant contributions
- $486,347
- Total contributions
- $755,577
- Total income / additions
- $1,388,079
Expenses & distributions
- Benefits paid
- $479,856
- Administrative expenses
- $16,455
- Total expenses
- $503,161
- Net increase / (decrease)
- $884,918