Mercermorgan, LLC

Form 5500

MERCERMORGAN, LLC

8350 E. Raintree Dr., Ste. 140, Scottsdale, Az 85260 (480) 281-1833 EIN:86-1018693 Plan Admin:Shawn T. Parker, Cpc, Qpa, Erpa

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$4,775,556 / $4,281,813	2022	MERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$4,775,556 / $4,281,813
2022	Plan NameMERCERMORGAN, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$342,034 / $278,509	2022	MERCERMORGAN, LLC CASH BALANCE PLAN - Plan #002	7 / 6	$342,034 / $278,509
2021	Plan NameMERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,688,894 / $4,775,556	2021	MERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$3,688,894 / $4,775,556
2021	Plan NameMERCERMORGAN, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$267,251 / $342,034	2021	MERCERMORGAN, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$267,251 / $342,034
2020	Plan NameMERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$3,468,714 / $3,688,894	2020	MERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$3,468,714 / $3,688,894
2020	Plan NameMERCERMORGAN, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$225,049 / $267,251	2020	MERCERMORGAN, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$225,049 / $267,251
2019	Plan NameMERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$2,839,582 / $3,468,714	2019	MERCER MORGAN, LLC 401(K) PROFIT SHARING PLAN - Plan #001	8 / 7	$2,839,582 / $3,468,714
2019	Plan NameMERCERMORGAN, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$287,044 / $225,049	2019	MERCERMORGAN, LLC CASH BALANCE PLAN - Plan #002	7 / 7	$287,044 / $225,049