Logo

MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 003

MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MICHAEL A. MERRILL, INC. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL A. MERRILL, INC.
Employer identification number (EIN):521150751
NAIC Classification:423940
NAIC Description:Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-09-01
0032015-09-01
0032014-09-01
0032013-09-01MICHAEL MERRILL
0032012-09-01MICHAEL MERRILL
0032011-09-01MICHAEL MERRILL
0032010-09-01MICHAEL MERRILL
0032009-09-01MICHAEL MERRILL

Plan Statistics for MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-09-011
Total number of active participants reported on line 7a of the Form 55002016-09-011
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-011
Number of participants with account balances2016-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-09-011
Total number of active participants reported on line 7a of the Form 55002015-09-011
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-011
Number of participants with account balances2015-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-09-011
Total number of active participants reported on line 7a of the Form 55002014-09-011
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-011
Number of participants with account balances2014-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-09-011
Total number of active participants reported on line 7a of the Form 55002013-09-011
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-011
Number of participants with account balances2013-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-09-011
Total number of active participants reported on line 7a of the Form 55002012-09-011
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-011
Number of participants with account balances2012-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-09-012
Total number of active participants reported on line 7a of the Form 55002011-09-011
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-011
Number of participants with account balances2011-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-09-012
Total number of active participants reported on line 7a of the Form 55002010-09-011
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-011
Total of all active and inactive participants2010-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-012
Number of participants with account balances2010-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-09-012
Total number of active participants reported on line 7a of the Form 55002009-09-012
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-012
Number of participants with account balances2009-09-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017 : MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-08-31$0
Total plan liabilities at end of year2017-08-31$0
Total plan liabilities at beginning of year2017-08-31$0
Total income from all sources2017-08-31$75,484
Expenses. Total of all expenses incurred2017-08-31$73,635
Benefits paid (including direct rollovers)2017-08-31$73,495
Total plan assets at end of year2017-08-31$1,105,449
Total plan assets at beginning of year2017-08-31$1,103,600
Assets. Value of tangible personal property2017-08-31$942,300
Total contributions received or receivable from participants2017-08-31$0
Other income received2017-08-31$75,484
Net income (gross income less expenses)2017-08-31$1,849
Net plan assets at end of year (total assets less liabilities)2017-08-31$1,105,449
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$1,103,600
Total contributions received or receivable from employer(s)2017-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-31$0
2016 : MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-08-31$0
Total plan liabilities at beginning of year2016-08-31$0
Total income from all sources2016-08-31$-577,061
Expenses. Total of all expenses incurred2016-08-31$97,188
Benefits paid (including direct rollovers)2016-08-31$94,796
Total plan assets at end of year2016-08-31$1,103,600
Total plan assets at beginning of year2016-08-31$1,777,849
Assets. Value of tangible personal property2016-08-31$727,000
Other income received2016-08-31$-577,061
Net income (gross income less expenses)2016-08-31$-674,249
Net plan assets at end of year (total assets less liabilities)2016-08-31$1,103,600
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$1,777,849
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$2,392
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
2015 : MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-08-31$0
Total plan liabilities at end of year2015-08-31$0
Total plan liabilities at beginning of year2015-08-31$0
Total income from all sources2015-08-31$-472,537
Expenses. Total of all expenses incurred2015-08-31$108,327
Benefits paid (including direct rollovers)2015-08-31$102,568
Total plan assets at end of year2015-08-31$1,777,849
Total plan assets at beginning of year2015-08-31$2,358,713
Assets. Value of tangible personal property2015-08-31$860,640
Other income received2015-08-31$-472,537
Net income (gross income less expenses)2015-08-31$-580,864
Net plan assets at end of year (total assets less liabilities)2015-08-31$1,777,849
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$2,358,713
Expenses. Administrative service providers (salaries,fees and commissions)2015-08-31$5,759
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-08-31$0
Total plan liabilities at end of year2014-08-31$0
Total plan liabilities at beginning of year2014-08-31$0
Total income from all sources2014-08-31$-173,928
Expenses. Total of all expenses incurred2014-08-31$795
Total plan assets at end of year2014-08-31$2,358,713
Total plan assets at beginning of year2014-08-31$2,533,436
Assets. Value of tangible personal property2014-08-31$1,597,230
Other income received2014-08-31$-173,928
Net income (gross income less expenses)2014-08-31$-174,723
Net plan assets at end of year (total assets less liabilities)2014-08-31$2,358,713
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$2,533,436
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$795
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
2013 : MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-08-31$0
Total plan liabilities at end of year2013-08-31$0
Total plan liabilities at beginning of year2013-08-31$0
Total income from all sources2013-08-31$-831,017
Expenses. Total of all expenses incurred2013-08-31$144,233
Benefits paid (including direct rollovers)2013-08-31$137,058
Total plan assets at end of year2013-08-31$2,533,436
Total plan assets at beginning of year2013-08-31$3,508,686
Value of fidelity bond covering the plan2013-08-31$300,000
Assets. Value of tangible personal property2013-08-31$1,373,067
Other income received2013-08-31$-831,017
Net income (gross income less expenses)2013-08-31$-975,250
Net plan assets at end of year (total assets less liabilities)2013-08-31$2,533,436
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$3,508,686
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$7,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
2012 : MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-08-31$0
Total plan liabilities at end of year2012-08-31$0
Total plan liabilities at beginning of year2012-08-31$0
Total income from all sources2012-08-31$526,656
Expenses. Total of all expenses incurred2012-08-31$371,501
Benefits paid (including direct rollovers)2012-08-31$369,083
Total plan assets at end of year2012-08-31$3,508,686
Total plan assets at beginning of year2012-08-31$3,353,531
Value of fidelity bond covering the plan2012-08-31$300,000
Assets. Value of tangible personal property2012-08-31$1,054,796
Other income received2012-08-31$526,656
Net income (gross income less expenses)2012-08-31$155,155
Net plan assets at end of year (total assets less liabilities)2012-08-31$3,508,686
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$3,353,531
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$2,418
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-08-31$0
Total plan liabilities at end of year2011-08-31$0
Total plan liabilities at beginning of year2011-08-31$0
Total income from all sources2011-08-31$79,130
Expenses. Total of all expenses incurred2011-08-31$0
Benefits paid (including direct rollovers)2011-08-31$0
Total plan assets at end of year2011-08-31$3,353,531
Total plan assets at beginning of year2011-08-31$3,274,401
Value of fidelity bond covering the plan2011-08-31$300,000
Total contributions received or receivable from participants2011-08-31$0
Contributions received from other sources (not participants or employers)2011-08-31$0
Other income received2011-08-31$79,130
Noncash contributions received2011-08-31$0
Net income (gross income less expenses)2011-08-31$79,130
Net plan assets at end of year (total assets less liabilities)2011-08-31$3,353,531
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$3,274,401
Total contributions received or receivable from employer(s)2011-08-31$0
Value of certain deemed distributions of participant loans2011-08-31$0
Value of corrective distributions2011-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$0

Form 5500 Responses for MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST

2016: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: MICHAEL A. MERRILL, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1