Plan5500

Merrill Steel 401(K) Plan — Form 5500 plan (Merrill Iron & Steel, 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, Merrill Steel 401(K) Plan is a benefit plan reported by Merrill Iron & Steel, Inc. under EIN 39-0989700 and plan number 002. The latest loaded filing year is 2023. The filing reports 450 participants and $34,526,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merrill Iron & Steel, Inc.
EIN
39-0989700
Plan number
002
Plan type
2
Location
Schofield, WI
Latest filing year
2023
Participants
450
End-of-year plan assets
$34,526,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023450H, C20241015100812NAL0047302992006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,526,584
Net assets (EOY)
$34,526,584
Net assets (BOY)
$29,598,048

Income & contributions

Employer contributions
$622,656
Participant contributions
$1,598,984
Total contributions
$2,404,162
Total income / additions
$8,023,681

Expenses & distributions

Benefits paid
$2,983,947
Administrative expenses
$94,200
Total expenses
$3,095,145
Net increase / (decrease)
$4,928,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$98,121$02023

Related Form 5500 pages