Mercer Transportation Co., Inc. Employees 401(K) Plan — Form 5500 plan (Mercer Transportation 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 Transportation Co., Inc. Employees 401(K) Plan is a benefit plan reported by Mercer Transportation Co., Inc. under EIN 75-1555599 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $15,052,115 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.1MPlan net assets, end of year$15,052,115
Participants288Covered participants reported
Assets / participant$52.3KComputed: assets ÷ participants$52,264 (computed)
Provider compensation$8K3 Schedule C provider row(s)$8,049
- Plan sponsor
- Mercer Transportation Co., Inc.
- EIN
- 75-1555599
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241203144131NAL0003987952001 |
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)$15.1M total assets
Net assets$15.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,052,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,052,115
- Net assets (BOY)
- $13,730,155
Income & contributions
- Employer contributions
- $291,394
- Participant contributions
- $1,049,038
- Total contributions
- $1,442,939
- Total income / additions
- $3,507,614
Expenses & distributions
- Benefits paid
- $2,116,494
- Administrative expenses
- $65,749
- Total expenses
- $2,185,654
- Net increase / (decrease)
- $1,321,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $6,119 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,930 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |