401k Plan data: MERCHANTS EXCHANGE 401(K) PLAN plan

MERCHANTS EXCHANGE 401(K) PLAN 401k Plan overview

Plan Name	MERCHANTS EXCHANGE 401(K) PLAN
Plan identification number	002

MERCHANTS EXCHANGE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MERCHANTS EXCHANGE has sponsored the creation of one or more 401k plans.

Company Name: MERCHANTS EXCHANGE

Employer identification number (EIN): 930224840

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about MERCHANTS EXCHANGE

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2023-09-17

Company Identification Number: 2627214

Legal Registered Office Address: 200 SW MARKET ST STE 190

PORTLAND
United States of America (USA)
97201

More information about MERCHANTS EXCHANGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCHANTS EXCHANGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 ELIZABETH WAINWRIGHT
002 2017-01-01 ELIZABETH WAINWRIGHT
002 2016-01-01 ELIZABETH WAINWRIGHT
002 2015-01-01 ELIZABETH WAINWRIGHT
002 2014-01-01 ELIZABETH WAINWRIGHT
002 2013-01-01 ELIZABETH WAINWRIGHT
002 2012-01-01 ELIZABETH WAINWRIGHT
002 2011-01-01 ELIZABETH WAINWRIGHT
002 2009-01-01 ELIZABETH WAINWRIGHT

Plan Statistics for MERCHANTS EXCHANGE 401(K) PLAN

401k plan membership statisitcs for MERCHANTS EXCHANGE 401(K) PLAN

Measure Date Value
2020: MERCHANTS EXCHANGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 30
Number of participants with account balances 2020-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: MERCHANTS EXCHANGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 30
Number of participants with account balances 2019-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MERCHANTS EXCHANGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 29
Number of participants with account balances 2018-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MERCHANTS EXCHANGE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 28
Number of participants with account balances 2017-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MERCHANTS EXCHANGE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 27
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: MERCHANTS EXCHANGE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: MERCHANTS EXCHANGE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: MERCHANTS EXCHANGE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 25
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: MERCHANTS EXCHANGE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 26
Total participants 2012-01-01 26
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: MERCHANTS EXCHANGE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 24
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 24
2009: MERCHANTS EXCHANGE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 23
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 23

Measure	Date	Value
2020: MERCHANTS EXCHANGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	30
Number of participants with account balances	2020-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: MERCHANTS EXCHANGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	30
Number of participants with account balances	2019-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MERCHANTS EXCHANGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	29
Number of participants with account balances	2018-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MERCHANTS EXCHANGE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	28
Number of participants with account balances	2017-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MERCHANTS EXCHANGE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	27
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: MERCHANTS EXCHANGE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: MERCHANTS EXCHANGE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: MERCHANTS EXCHANGE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	25
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: MERCHANTS EXCHANGE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	26
Total participants	2012-01-01	26
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: MERCHANTS EXCHANGE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	24
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	24
2009: MERCHANTS EXCHANGE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	23
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	23

Financial Data on MERCHANTS EXCHANGE 401(K) PLAN

Measure	Date	Value
2020 : MERCHANTS EXCHANGE 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$247,156
Expenses. Total of all expenses incurred	2020-12-31	$49,493
Benefits paid (including direct rollovers)	2020-12-31	$49,018
Total plan assets at end of year	2020-12-31	$1,711,781
Total plan assets at beginning of year	2020-12-31	$1,514,118
Expenses. Other expenses not covered elsewhere	2020-12-31	$475
Other income received	2020-12-31	$149,718
Net income (gross income less expenses)	2020-12-31	$197,663
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,711,781
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,514,118
Total contributions received or receivable from employer(s)	2020-12-31	$97,438
2019 : MERCHANTS EXCHANGE 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$381,800
Expenses. Total of all expenses incurred	2019-12-31	$223,485
Benefits paid (including direct rollovers)	2019-12-31	$222,428
Total plan assets at end of year	2019-12-31	$1,514,118
Total plan assets at beginning of year	2019-12-31	$1,355,803
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,057
Other income received	2019-12-31	$258,876
Net income (gross income less expenses)	2019-12-31	$158,315
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,514,118
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,355,803
Total contributions received or receivable from employer(s)	2019-12-31	$122,924
2018 : MERCHANTS EXCHANGE 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$1,871
Expenses. Total of all expenses incurred	2018-12-31	$45,484
Benefits paid (including direct rollovers)	2018-12-31	$44,532
Total plan assets at end of year	2018-12-31	$1,355,803
Total plan assets at beginning of year	2018-12-31	$1,399,416
Expenses. Other expenses not covered elsewhere	2018-12-31	$952
Other income received	2018-12-31	$-77,492
Net income (gross income less expenses)	2018-12-31	$-43,613
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,355,803
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,399,416
Total contributions received or receivable from employer(s)	2018-12-31	$79,363
2017 : MERCHANTS EXCHANGE 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$259,061
Expenses. Total of all expenses incurred	2017-12-31	$69,333
Benefits paid (including direct rollovers)	2017-12-31	$68,597
Total plan assets at end of year	2017-12-31	$1,399,416
Total plan assets at beginning of year	2017-12-31	$1,209,688
Expenses. Other expenses not covered elsewhere	2017-12-31	$736
Other income received	2017-12-31	$167,118
Net income (gross income less expenses)	2017-12-31	$189,728
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,399,416
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,209,688
Total contributions received or receivable from employer(s)	2017-12-31	$91,943
2016 : MERCHANTS EXCHANGE 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$186,849
Expenses. Total of all expenses incurred	2016-12-31	$120,198
Benefits paid (including direct rollovers)	2016-12-31	$119,636
Total plan assets at end of year	2016-12-31	$1,209,688
Total plan assets at beginning of year	2016-12-31	$1,143,037
Expenses. Other expenses not covered elsewhere	2016-12-31	$562
Other income received	2016-12-31	$86,840
Net income (gross income less expenses)	2016-12-31	$66,651
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,209,688
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,143,037
Total contributions received or receivable from employer(s)	2016-12-31	$100,009
2015 : MERCHANTS EXCHANGE 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$69,487
Expenses. Total of all expenses incurred	2015-12-31	$45,621
Benefits paid (including direct rollovers)	2015-12-31	$45,134
Total plan assets at end of year	2015-12-31	$1,143,037
Total plan assets at beginning of year	2015-12-31	$1,119,171
Expenses. Other expenses not covered elsewhere	2015-12-31	$487
Other income received	2015-12-31	$-14,841
Net income (gross income less expenses)	2015-12-31	$23,866
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,143,037
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,119,171
Total contributions received or receivable from employer(s)	2015-12-31	$84,328
2014 : MERCHANTS EXCHANGE 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$152,697
Expenses. Total of all expenses incurred	2014-12-31	$106,797
Benefits paid (including direct rollovers)	2014-12-31	$106,214
Total plan assets at end of year	2014-12-31	$1,119,171
Total plan assets at beginning of year	2014-12-31	$1,073,271
Expenses. Other expenses not covered elsewhere	2014-12-31	$583
Contributions received from other sources (not participants or employers)	2014-12-31	$9,045
Other income received	2014-12-31	$66,011
Net income (gross income less expenses)	2014-12-31	$45,900
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,119,171
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,073,271
Total contributions received or receivable from employer(s)	2014-12-31	$77,641
2013 : MERCHANTS EXCHANGE 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$221,258
Expenses. Total of all expenses incurred	2013-12-31	$11,955
Benefits paid (including direct rollovers)	2013-12-31	$11,082
Total plan assets at end of year	2013-12-31	$1,073,271
Total plan assets at beginning of year	2013-12-31	$863,968
Expenses. Other expenses not covered elsewhere	2013-12-31	$873
Contributions received from other sources (not participants or employers)	2013-12-31	$-9,203
Other income received	2013-12-31	$153,372
Net income (gross income less expenses)	2013-12-31	$209,303
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,073,271
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$863,968
Total contributions received or receivable from employer(s)	2013-12-31	$77,089
2012 : MERCHANTS EXCHANGE 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$154,352
Expenses. Total of all expenses incurred	2012-12-31	$760
Total plan assets at end of year	2012-12-31	$863,968
Total plan assets at beginning of year	2012-12-31	$710,376
Expenses. Other expenses not covered elsewhere	2012-12-31	$760
Contributions received from other sources (not participants or employers)	2012-12-31	$-1,251
Other income received	2012-12-31	$76,452
Net income (gross income less expenses)	2012-12-31	$153,592
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$863,968
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$710,376
Total contributions received or receivable from employer(s)	2012-12-31	$79,151
2011 : MERCHANTS EXCHANGE 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$61,640
Expenses. Total of all expenses incurred	2011-12-31	$63,588
Benefits paid (including direct rollovers)	2011-12-31	$63,380
Total plan assets at end of year	2011-12-31	$710,376
Total plan assets at beginning of year	2011-12-31	$712,324
Expenses. Other expenses not covered elsewhere	2011-12-31	$208
Contributions received from other sources (not participants or employers)	2011-12-31	$-4,015
Other income received	2011-12-31	$-1,822
Net income (gross income less expenses)	2011-12-31	$-1,948
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$710,376
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$712,324
Total contributions received or receivable from employer(s)	2011-12-31	$67,477
2010 : MERCHANTS EXCHANGE 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$116,072
Expenses. Total of all expenses incurred	2010-12-31	$147
Total plan assets at end of year	2010-12-31	$712,324
Total plan assets at beginning of year	2010-12-31	$596,399
Expenses. Other expenses not covered elsewhere	2010-12-31	$147
Contributions received from other sources (not participants or employers)	2010-12-31	$-16,163
Other income received	2010-12-31	$70,396
Net income (gross income less expenses)	2010-12-31	$115,925
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$712,324
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$596,399
Total contributions received or receivable from employer(s)	2010-12-31	$61,839

Form 5500 Responses for MERCHANTS EXCHANGE 401(K) PLAN

2020: MERCHANTS EXCHANGE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: MERCHANTS EXCHANGE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: MERCHANTS EXCHANGE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: MERCHANTS EXCHANGE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: MERCHANTS EXCHANGE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: MERCHANTS EXCHANGE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: MERCHANTS EXCHANGE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MERCHANTS EXCHANGE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MERCHANTS EXCHANGE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MERCHANTS EXCHANGE 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: MERCHANTS EXCHANGE 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	30
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,467
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,243
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	30
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,639
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,263
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	29
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,465
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,025
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	28
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,517
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,324
Insurance broker organization code?	3
Insurance broker name	CURTIS C HANSEN

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	27
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,038
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $747
Insurance broker organization code?	3
Insurance broker name	WENDY WELLS

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	28
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,264
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,047
Insurance broker organization code?	3
Insurance broker name	CHARLES DAVEE

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	25
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $969
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $441
Insurance broker organization code?	3
Insurance broker name	MATTHEW D WEINART

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	26
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,315
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43
Insurance broker organization code?	3
Insurance broker name	ALEX B SHOKRIAN

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	24
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,721
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54168

Policy instance

Insurance contract or identification number	54168
Number of Individuals Covered	23
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MERCHANTS EXCHANGE
Employer identification number (EIN):	930224840
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2023-09-17
Company Identification Number:	2627214
Legal Registered Office Address:	200 SW MARKET ST STE 190 PORTLAND United States of America (USA) 97201

Plan id#	Filing Submission Date	Name of Administrator
002	2022-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	ELIZABETH WAINWRIGHT
002	2017-01-01	ELIZABETH WAINWRIGHT
002	2016-01-01	ELIZABETH WAINWRIGHT
002	2015-01-01	ELIZABETH WAINWRIGHT
002	2014-01-01	ELIZABETH WAINWRIGHT
002	2013-01-01	ELIZABETH WAINWRIGHT
002	2012-01-01	ELIZABETH WAINWRIGHT
002	2011-01-01	ELIZABETH WAINWRIGHT
002	2009-01-01	ELIZABETH WAINWRIGHT