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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20250717085113NAL0000009393001 |
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
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.
45%55%
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sharebuilder Advisors, LLC | INVESTMENT MANAGER | $15,311 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $4,343 | $1,898 | 2023 |
| Pai | TPA | $2,720 | not reported in the loaded dataset | 2023 |