Metrc LLC 401(K) P/S Plan — Form 5500 plan (Metrc 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, Metrc LLC 401(K) P/S Plan is a benefit plan reported by Metrc LLC under EIN 82-1408778 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $4,500,597 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,500,597
Participants198Covered participants reported
Assets / participant$22.7KComputed: assets ÷ participants$22,730 (computed)
Provider compensation$24.3K3 Schedule C provider row(s)$24,272
Plan sponsor
Metrc LLC
EIN
82-1408778
Plan number
001
Plan type
2
Location
Lakeland, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20250717085113NAL0000009393001
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)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$678.5K
Participant$828.9K
Full reported line items

Net assets

Total assets (EOY)
$4,500,597
Total liabilities (EOY)
$0
Net assets (EOY)
$4,500,597
Net assets (BOY)
$3,675,038

Income & contributions

Employer contributions
$678,479
Participant contributions
$828,877
Total contributions
$1,626,848
Total income / additions
$2,258,949

Expenses & distributions

Benefits paid
$1,411,433
Administrative expenses
$21,957
Total expenses
$1,433,390
Net increase / (decrease)
$825,559
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 45%Participant 55%
Total expenses ÷ net assets32%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sharebuilder Advisors, LLCINVESTMENT MANAGER$15,311not reported in the loaded dataset2023
Ascensus LLCNONE$4,343$1,8982023
PaiTPA$2,720not reported in the loaded dataset2023

Related Form 5500 pages