Plan5500

Merritt Trailers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Merritt Trailers, 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, Merritt Trailers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Merritt Trailers, Inc. under EIN 47-4306348 and plan number 002. The latest loaded filing year is 2023. The filing reports 270 participants and $14,439,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merritt Trailers, Inc.
EIN
47-4306348
Plan number
002
Plan type
2
Location
Henderson, CO
Latest filing year
2023
Participants
270
End-of-year plan assets
$14,439,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H, C20251010143050NAL0004703075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,439,686
Total liabilities (EOY)
$0
Net assets (EOY)
$14,439,686
Net assets (BOY)
$12,899,753

Income & contributions

Employer contributions
$443,644
Participant contributions
$933,662
Total contributions
$1,383,454
Total income / additions
$3,538,637

Expenses & distributions

Benefits paid
$1,911,429
Administrative expenses
$87,275
Total expenses
$1,998,704
Net increase / (decrease)
$1,539,933

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,160$02023
CliftonlarsonallenACCOUNTANT$17,660not reported in the loaded dataset2023
Cliftonlarsonallen LlpACCOUNTANT$10,500not reported in the loaded dataset2023

Related Form 5500 pages