Plan5500

Mercer Valve Co., Inc. 401(K) Plan — Form 5500 plan (Mercer Valve Co., 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, Mercer Valve Co., Inc. 401(K) Plan is a benefit plan reported by Mercer Valve Co., Inc. under EIN 73-1226246 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $4,087,437 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.7MPlan net assets, end of year$4,667,958
Participants289Covered participants reported
Assets / participant$16.2KComputed: assets ÷ participants$16,152 (computed)
Provider compensation$68.6K11 Schedule C provider row(s)$68,628
Plan sponsor
Mercer Valve Co., Inc.
EIN
73-1226246
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    289 participants · 2Sch HSch C
    View filing →
  2. 2023
    280 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$947.6K
Benefits paid / distributions$914.1K
Contributions
Employer$91.3K
Participant$453.9K
Full reported line items

Net assets

Total assets (EOY)
$4,667,958
Total liabilities (EOY)
$0
Net assets (EOY)
$4,667,958
Net assets (BOY)
$4,410,393

Income & contributions

Employer contributions
$91,337
Participant contributions
$453,892
Total contributions
$545,229
Total income / additions
$1,205,192

Expenses & distributions

Benefits paid
$914,093
Administrative expenses
$33,534
Total expenses
$947,627
Net increase / (decrease)
$257,565
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income76%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ok401k Inc.$21K
    SERVICE PROVIDER · Direct $0 · Indirect $21K
  2. 2
    Ok 401k Inc.$16.9K
    SERVICE PROVIDER · Direct $0 · Indirect $16.9K
  3. 3
    Goldleaf Partners Employer Services$10.4K
    THIRD PARTY ADMIN · Direct $10.4K · Indirect $0
  4. 4
    Futureplan By Ascensus$8.4K
    SERVICE PROVIDER · Direct $8.4K
  5. 5
    Ascensus$8.4K
    OTHER FEES · Direct $8.4K
  6. 6
    Gold Leaf Partners$3.1K
    OTHER FEES · Direct $3.1K
  7. 7
    Morningstar Investment Management$192
    INVESTMENT ADVISORY · Direct $192
  8. 8
    Voya Retirement And Annuity$192
    INVESTMENT ADVISORY · Direct $192
  9. 9
    Voya Retirement Insurance And Annui$80
    INVESTMENT ADVISOR · Direct $80 · Indirect $0
  10. 10
    Morningstar Investment Management$80
    INVESTMENT MANAGEMENT · Direct $80
  11. 11
    Voya Retirement Insurance And Annui$0
    SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Mercer Valve Co., Inc. 401(K) Plan?
Mercer Valve Co., Inc. 401(K) Plan is reported as sponsored by Mercer Valve Co., Inc. (EIN 73-1226246, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Mercer Valve Co., Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Mercer Valve Co., Inc. 401(K) Plan is 2023.
How many participants does Mercer Valve Co., Inc. 401(K) Plan report?
Mercer Valve Co., Inc. 401(K) Plan reports 289 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Mercer Valve Co., Inc. 401(K) Plan?
Mercer Valve Co., Inc. 401(K) Plan reports $4,087,437 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages