Plan5500

Mercer Ranches, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mercer Ranches, 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 Ranches, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mercer Ranches, Inc. under EIN 91-0689171 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $7,577,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mercer Ranches, Inc.
EIN
91-0689171
Plan number
001
Plan type
2
Location
Prosser, WA
Latest filing year
2023
Participants
206
End-of-year plan assets
$7,577,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20241003130918NAL0020628098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,577,876
Total liabilities (EOY)
$0
Net assets (EOY)
$7,577,876
Net assets (BOY)
$6,445,542

Income & contributions

Employer contributions
$258,162
Participant contributions
$476,490
Total contributions
$819,783
Total income / additions
$1,667,988

Expenses & distributions

Benefits paid
$478,923
Administrative expenses
$56,731
Total expenses
$535,654
Net increase / (decrease)
$1,132,334

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M Holdings Securities Inc.NONE$27,601not reported in the loaded dataset2023
Stancorp Financial GroupNONE$14,407not reported in the loaded dataset2023
Hunnex & ShoemakerNONE$3,360not reported in the loaded dataset2023

Related Form 5500 pages