Mercer Foods 401(K) Plan — Form 5500 plan (Mercer Foods, 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, Mercer Foods 401(K) Plan is a benefit plan reported by Mercer Foods, LLC under EIN 77-0196296 and plan number 001. The latest loaded filing year is 2023. The filing reports 585 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.2MPlan net assets, end of year$10,186,407
Participants585Covered participants reported
Assets / participant$17.4KComputed: assets ÷ participants$17,413 (computed)
Provider compensation$73.4K2 Schedule C provider row(s)$73,407
- Plan sponsor
- Mercer Foods, LLC
- EIN
- 77-0196296
- Plan number
- 001
- Plan type
- 2
- Location
- Modesto, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 585 | H, C | 20241107130043NAL0006011107001 |
| 2023 | 605 | H, C | 20241015121655NAL0014602787001 |
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)$10.2M total assets
Net assets$10.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,186,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,186,407
- Net assets (BOY)
- $7,859,879
Income & contributions
- Employer contributions
- $682,032
- Participant contributions
- $1,161,785
- Total contributions
- $2,033,103
- Total income / additions
- $3,377,130
Expenses & distributions
- Benefits paid
- $970,093
- Administrative expenses
- $73,392
- Total expenses
- $1,050,602
- Net increase / (decrease)
- $2,326,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research. | NONE | $54,145 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $19,247 | $15 | 2023 |