Charles J. Merlo, Incorporated

Form 5500

CHARLES J. MERLO, INC.

234 Merlo Road, Mineral Point, Pa 15942 (814) 322-1545 EIN:25-1068024 Plan Admin:Kelly Kachik

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN Plan #003 Participants BOY/EOY25 / 24 Assets BOY/EOY$4,702,836 / $4,010,263	2022	CHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN - Plan #003	25 / 24	$4,702,836 / $4,010,263
2022	Plan NameCHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES Plan #001 Participants BOY/EOY78 / 76 Assets BOY/EOY$1,908,378 / $1,654,345	2022	CHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES - Plan #001	78 / 76	$1,908,378 / $1,654,345
2022	Plan NameCHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES Plan #002 Participants BOY/EOY38 / 35 Assets BOY/EOY$1,250,569 / $1,175,017	2022	CHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES - Plan #002	38 / 35	$1,250,569 / $1,175,017
2022	Plan NameCHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN Plan #004 Participants BOY/EOY18 / 14 Assets BOY/EOY$1,110,181 / $487,759	2022	CHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN - Plan #004	18 / 14	$1,110,181 / $487,759
2021	Plan NameCHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN Plan #003 Participants BOY/EOY21 / 25 Assets BOY/EOY$4,617,892 / $4,702,836	2021	CHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN - Plan #003	21 / 25	$4,617,892 / $4,702,836
2021	Plan NameCHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES Plan #001 Participants BOY/EOY79 / 78 Assets BOY/EOY$1,978,560 / $1,908,378	2021	CHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES - Plan #001	79 / 78	$1,978,560 / $1,908,378
2021	Plan NameCHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES Plan #002 Participants BOY/EOY33 / 38 Assets BOY/EOY$1,248,351 / $1,250,569	2021	CHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES - Plan #002	33 / 38	$1,248,351 / $1,250,569
2021	Plan NameCHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN Plan #004 Participants BOY/EOY19 / 18 Assets BOY/EOY$982,610 / $1,110,181	2021	CHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN - Plan #004	19 / 18	$982,610 / $1,110,181
2020	Plan NameCHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN Plan #003 Participants BOY/EOY21 / 21 Assets BOY/EOY$3,800,322 / $4,617,892	2020	CHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN - Plan #003	21 / 21	$3,800,322 / $4,617,892
2020	Plan NameCHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES Plan #001 Participants BOY/EOY77 / 78 Assets BOY/EOY$1,606,302 / $1,978,560	2020	CHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES - Plan #001	77 / 78	$1,606,302 / $1,978,560
2020	Plan NameCHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES Plan #002 Participants BOY/EOY36 / 32 Assets BOY/EOY$985,776 / $1,248,351	2020	CHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES - Plan #002	36 / 32	$985,776 / $1,248,351
2020	Plan NameCHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN Plan #004 Participants BOY/EOY20 / 19 Assets BOY/EOY$770,928 / $982,610	2020	CHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN - Plan #004	20 / 19	$770,928 / $982,610
2019	Plan NameCHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN Plan #003 Participants BOY/EOY24 / 21 Assets BOY/EOY$3,909,150 / $3,800,322	2019	CHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN - Plan #003	24 / 21	$3,909,150 / $3,800,322
2019	Plan NameCHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES Plan #001 Participants BOY/EOY79 / 77 Assets BOY/EOY$1,729,753 / $1,606,302	2019	CHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES - Plan #001	79 / 77	$1,729,753 / $1,606,302
2019	Plan NameCHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES Plan #002 Participants BOY/EOY34 / 36 Assets BOY/EOY$992,622 / $985,776	2019	CHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES - Plan #002	34 / 36	$992,622 / $985,776
2019	Plan NameCHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN Plan #004 Participants BOY/EOY20 / 19 Assets BOY/EOY$853,354 / $770,928	2019	CHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN - Plan #004	20 / 19	$853,354 / $770,928