Mercalis Inc. 401(K) Profit Plan And Trust — Form 5500 plan (Mercalis 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, Mercalis Inc. 401(K) Profit Plan And Trust is a benefit plan reported by Mercalis Inc under EIN 52-2251120 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,254 participants and $54,750,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercalis Inc
- EIN
- 52-2251120
- Plan number
- 001
- Plan type
- 2
- Location
- Morrisville, NC
- Latest filing year
- 2023
- Participants
- 1,254
- End-of-year plan assets
- $54,750,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,254 | H, C | 20241004105416NAL0023510722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,750,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,750,400
- Net assets (BOY)
- $42,154,045
Income & contributions
- Employer contributions
- $3,697,024
- Participant contributions
- $5,615,751
- Total contributions
- $10,003,658
- Total income / additions
- $17,649,482
Expenses & distributions
- Benefits paid
- $4,886,931
- Administrative expenses
- $150,987
- Total expenses
- $5,053,127
- Net increase / (decrease)
- $12,596,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,869 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,701 | $0 | 2023 |
| Hughes Pittman & Gupton, Llp | AUDITOR | $16,850 | not reported in the loaded dataset | 2023 |
| Trialcard Incorporated | OTHER | $13,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercalis Inc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Morrisville, NC
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Hughes Pittman & Gupton, Llp — Schedule C compensation
- Trialcard Incorporated — Schedule C compensation