Mainline Merion 401(K) Plan — Form 5500 plan (Mainline Investment Partners, LLC)

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, Mainline Merion 401(K) Plan is a benefit plan reported by Mainline Investment Partners, LLC under EIN 45-2845118 and plan number 002. The latest loaded filing year is 2023. The filing reports 192 participants and $17,358,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mainline Investment Partners, LLC
EIN
45-2845118
Plan number
002
Plan type
3
Location
Wynnewood, PA
Latest filing year
2023
Participants
192
End-of-year plan assets
$17,358,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20241014052122NAL0051267026001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,358,892
Total liabilities (EOY)
$0
Net assets (EOY)
$17,358,892
Net assets (BOY)
$13,995,331

Income & contributions

Employer contributions
$343,210
Participant contributions
$853,955
Total contributions
$1,214,809
Total income / additions
$4,312,466

Expenses & distributions

Benefits paid
$930,151
Administrative expenses
$18,754
Total expenses
$948,905
Net increase / (decrease)
$3,363,561

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.RECORDKEEPER$13,543not reported in the loaded dataset2023

Related Form 5500 pages