Merrill Farms, LLC Retirement Plan & Trust — Form 5500 plan (Merrill Farms, 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, Merrill Farms, LLC Retirement Plan & Trust is a benefit plan reported by Merrill Farms, LLC under EIN 77-0545932 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $13,948,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Merrill Farms, LLC
EIN
77-0545932
Plan number
001
Plan type
2
Location
Salinas, CA
Latest filing year
2023
Participants
204
End-of-year plan assets
$13,948,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20240926153229NAL0000991633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,948,940
Net assets (EOY)
$13,948,940
Net assets (BOY)
$11,500,783

Income & contributions

Employer contributions
$322,556
Participant contributions
$490,425
Total contributions
$812,981
Total income / additions
$2,985,130

Expenses & distributions

Benefits paid
$505,281
Administrative expenses
$31,692
Total expenses
$536,973
Net increase / (decrease)
$2,448,157

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCBROKER$0$8,6332023

Related Form 5500 pages