Merchant & Gould P.C. Pension Plan — Form 5500 plan (Merchant & Gould P.C.)
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, Merchant & Gould P.C. Pension Plan is a benefit plan reported by Merchant & Gould P.C. under EIN 41-0991388 and plan number 003. The latest loaded filing year is 2023. The filing reports 178 participants and $5,403,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merchant & Gould P.C.
- EIN
- 41-0991388
- Plan number
- 003
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $5,403,003
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241015075750NAL0015962195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,403,003
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,403,003
- Net assets (BOY)
- $51,454,609
Income & contributions
- Employer contributions
- $1,312,500
- Total contributions
- $1,312,500
- Total income / additions
- $3,774,774
Expenses & distributions
- Benefits paid
- $49,682,572
- Administrative expenses
- $143,808
- Total expenses
- $49,826,380
- Net increase / (decrease)
- -$46,051,606
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Asset Management | NONE | $143,807 | not reported in the loaded dataset | 2023 |