EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION 401k Plan overview

EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION Benefits

401k Sponsoring company profile

Company Name:	MERTZ GILMORE FOUNDATION
Employer identification number (EIN):	132872722
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARION CAPPIELLO	2024-10-03
001	2022-01-01	MARION CAPPIELLO	2023-07-28	MARION CAPPIELLO	2023-07-28
001	2021-01-01	MARION CAPPIELLO	2022-07-28	MARION CAPPIELLO	2022-07-28
001	2020-01-01	MARION CAPPIELLO	2021-07-15	MARION CAPPIELLO	2021-07-15
001	2019-01-01	MARION CAPPIELLO	2020-07-25	MARION CAPPIELLO	2020-07-25
001	2018-01-01	MARION CAPPIELLO	2019-07-26	MARION CAPPIELLO	2019-07-26
001	2017-01-01	MARION CAPPIELLO	2018-07-25	MARION CAPPIELLO	2018-07-25
001	2016-01-01	MARION CAPPIELLO	2017-07-24	MARION CAPPIELLO	2017-07-24
001	2014-01-01	MARION CAPPIELLO	2015-07-28	MARION CAPPIELLO	2015-07-28
001	2013-01-01	MARION CAPPIELLO	2014-07-30	MARION CAPPIELLO	2014-07-30
001	2012-01-01	MARION CAPPIELLO	2013-07-26	MARION CAPPIELLO	2013-07-26
001	2011-01-01	MARION CAPPIELLO	2012-07-30
001	2010-01-01	MARION CAPPIELLO	2011-07-26

Plan Statistics for EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION

Measure	Date	Value
2025: EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION 2025 401k membership
Total number of particpants at beginning of year	2025-07-25	13
Total number of particpants at end of year	2025-07-25	13
Number of Participants With Account Balances	2025-07-25	13
2024: EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION 2024 401k membership
Total number of particpants at beginning of year	2024-10-03	14
Total number of particpants at end of year	2024-10-03	13
Number of Participants With Account Balances	2024-10-03	13
2022: EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION 2022 401k membership
Total number of particpants at beginning of year	2022-07-28	13
Total number of particpants at end of year	2022-07-28	12
Number of Participants With Account Balances	2022-07-28	12

Financial Data on EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION

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• EMPLOYEE BENEFITS PLAN OF SENIOR CITIZENS HOME ASSISTANCE SERVICE, INC. [EIN = 620809589]
• EMPLOYEE BENEFITS PLAN OF CHILDRENS AID & FAMILY SERVICE [EIN = 042161932]
• EMPLOYEE BENEFITS PLAN OF HUNTER MUSEUM OF ART [EIN = 620511893]
• EMPLOYEE BENEFITS PLAN OF THE INTER- NATIONAL INSTITUTE OF BUFFALO [EIN = 160743052]
• EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. [EIN = 116078704]
• EMPLOYEE BENEFITS PLAN OF THE ARTHRITIS FOUNDATION [EIN = 430722930]
• EMPLOYEE BENEFITS PLAN OF CHRIST CHILD SOCIETY [EIN = 470376574]
• EMPLOYEE BENEFITS PLAN OF ACE ROOFING CO INC [EIN = 840579267]
• EMPLOYEE BENEFITS PLAN OF HAWAII SERVICES ON DEAFNESS [EIN = 510183679]
• EMPLOYEE BENEFITS PLAN OF WOVEN LEGENDS [EIN = 232493755]
• EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY [EIN = 420680395]
• EMPLOYEE BENEFITS PLAN OF FAMILY SERVICE, INC [EIN = 381358187]
• EMPLOYEE BENEFITS PLAN OF CP ROCHESTER [EIN = 160743950]
• EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT [EIN = 060646653]
• EMPLOYEE BENEFITS PLAN OF INTERNATIONAL MEDICAL CORPS [EIN = 953949646]
• EMPLOYEE BENEFITS PROGRAM OF THE LUBRIZOL CORPORATION [EIN = 340367600]
• EMPLOYEE BENEFITS CORPORATION 401(K) PLAN AND TRUST [EIN = 392044064]
• EMPLOYEE BENEFITS PLAN [EIN = 911996106]
• EMPLOYEE BENEFITS PLAN OF EAST ARKANSAS AREA AGENC [EIN = 710508299]
• EMPLOYEE BENEFITS PLAN [EIN = 813741657]
• EMPLOYEE BENEFITS CORPORATION WRAP PLAN [EIN = 392044064]
• EMPLOYEE BENEFITS PLAN OF METHODIST HOME FOR CHILDREN [EIN = 560547482]
• EMPLOYEE BENEFITS OF VIRGINIA, LLC 401(K) PLAN [EIN = 475070061]
• EMPLOYEE BENEFITS PROGRAM [EIN = 953774275]
• EMPLOYEE BENEFITS MEDICAL & ANCILLARY [EIN = 200688078]
• EMPLOYEE BENEFITS PLAN OF GMS SIDING AND WINDOW CO [EIN = 341645843]
• EMPLOYEE BENEFITS MEDICAL & ANCILLARY [EIN = 954131156]
• EMPLOYEE BENEFITS PLAN OF VALLEY OF THE SUN UNITED WAY [EIN = 860104419]
• EMPLOYEE BENEFITS PLAN FOR GAMBRO RENAL PRODUCTS, INC. [EIN = 841155786]
• EMPLOYEE BENEFITS PLAN OF GREATER TRENTON CMHC INC [EIN = 222351183]
• EMPLOYEE BENEFITS FOR THE EMPLOYEES OF COMMUNITY HEALTH NETWORK [EIN = 390806359]
• EMPLOYEE BENEFITS PLAN OF BLUE ISLAND CITIZENS [EIN = 362603932]
• EMPLOYEE BENEFITS PLAN OF MILWAUKEE CHRISTIAN CENTER/NEIGHBORHOOD IMPROVEMENT PROGRAM [EIN = 390807066]
• EMPLOYEE BENEFITS PLAN OF THE TENDER, INC. [EIN = 222224241]
• EMPLOYEE BENEFITS PLAN OF METHODIST CHILDREN'S HOME SOCIETY [EIN = 381240951]
• EMPLOYEE BENEFITS PLAN OF CATHOLIC CHARITIES OF FAIRFIELD COUNTY, INC. [EIN = 060653053]
• EMPLOYEE BENEFITS PLAN FOR FRENCH BROAD EMC [EIN = 560229234]
• EMPLOYEE BENEFITS PLAN OF NORTH TEXAS FOOD BANK [EIN = 751785357]
• EMPLOYEE BENEFITS PLAN OF CHILDREN'S HOME OF YORK [EIN = 231352081]
• EMPLOYEE BENEFITS PLAN OF ST. JAMES TERRACE APARTMENTS [EIN = 526070294]
• EMPLOYEE BENEFITS PLAN OF FAMILY SERVICE LEAGUE [EIN = 420680349]
• EMPLOYEE BENEFITS PLAN FOR THE EMPLOYEES OF BI INCORPORATED [EIN = 840769926]
• EMPLOYEE BENEFITS PLAN OF INTERFAITH CONFERENCE OF GREATER MILWAUKEE, INC. [EIN = 391135244]
• EMPLOYEE BENEFITS PLAN OF CARL FENICHEL COMMUNITY SERVICES [EIN = 112449485]
• EMPLOYEE BENEFITS PLAN OF AMERICAN PHYSICAL THERAPY ASSOCIATION [EIN = 131512769]
• EMPLOYEE BENEFITS PLAN OF VISITING NURSE SERVICES IN WESTCHESTER, INC [EIN = 132601443]
• EMPLOYEE BENEFITS PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NIAGARA COUNTY, INC. [EIN = 160786061]
• EMPLOYEE BENEFITS PLAN OF THE LEAGUE OF WOMEN VOTERS OF THE UNITED STATES [EIN = 530115655]
• EMPLOYEE BENEFITS PLAN OF THE CHRISTIE SCHOOL [EIN = 930555331]
• EMPLOYEE BENEFITS LEASING INC. HEALTH BENEFITS PLAN [EIN = 270016253]
• EMPLOYEE BENEFITS PLAN OF GIRL SCOUTS OF ERIE SHORES [EIN = 340931195]
• EMPLOYEE BENEFITS PLAN OF EQUIPMENT DEPOT OF IL [EIN = 362341096]
• EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL CAROLINAS INC & AFFILIATED AGENCIES [EIN = 560529948]
• EMPLOYEE BENEFITS PLAN OF ADVOCATES FOR CHILDREN AND YOUTH INC [EIN = 521555895]
• EMPLOYEE BENEFITS PLAN OF THE URBAN LEAGUE OF GREATER NEW ORLEANS [EIN = 720423627]
• EMPLOYEE BENEFITS PLAN OF GREATER LAFAYETTE [EIN = 237147996]
• EMPLOYEE BENEFITS PLAN OF GIRL SCOUTS OF THE APPALACHIANS COUNCIL [EIN = 620530472]
• EMPLOYEE BENEFITS PLAN OF BOYS HOME SOCIETY OF BALTIMORE, INC. [EIN = 520591556]
• EMPLOYEE BENEFITS PLAN OF SIOUXLAND MENTAL HEALTH SERVICES INC. [EIN = 426122297]
• EMPLOYEE BENEFITS PLAN OF METRO HEALTH FOUNDATION [EIN = 382100939]
• EMPLOYEE BENEFITS PLAN OF GREEN BAY AREA FREE CLINIC [EIN = 391200636]
• EMPLOYEE BENEFITS PLAN OF FRIENDLY HOUSE OF DAVENPORT [EIN = 420733466]
• EMPLOYEE BENEFITS PLAN OF TRANSITIONAL SERVICES, I [EIN = 160990574]
• EMPLOYEE BENEFITS PLAN OF UNITED METHODIST COMMUNITY HOUSE [EIN = 381360555]
• EMPLOYEE BENEFITS PLAN OF YAKIMA COUNCIL OF CAMP FIRE [EIN = 910569879]
• EMPLOYEE BENEFITS PLAN OF COMMUNITY HEALTH CARE, INC MONEY PURCHASE PENSION PLAN [EIN = 421060724]
• EMPLOYEE BENEFITS PLAN OF EPISCOPAL COMMUNITY SERVICES OF MARYLAND, INC [EIN = 520591564]
• EMPLOYEE BENEFITS PLAN OF KINGDOM HOUSE [EIN = 430652648]
• EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF GREATER WATERBURY INC [EIN = 060646634]
• EMPLOYEE BENEFITS PLAN OF CENTER FOR PROGRESSIVE LEARNING INC [EIN = 521508258]
• EMPLOYEE BENEFITS PLAN OF THE AGING & DISABILITY RESOURCE CENTER OF BROWN COUNTY [EIN = 391286261]
• EMPLOYEE BENEFITS PLAN OF UNITED WAY OF YORK COUNTY [EIN = 231352588]
• EMPLOYEE BENEFITS PLAN OF NEIGHBORHOOD LEGAL SERVICES, INC. [EIN = 510198938]
• EMPLOYEE BENEFITS PLAN OF HUMAN SERVICES CENTER [EIN = 251123896]
• EMPLOYEE BENEFITS PLAN OF COMMUNITY SERVICE COUNCIL OF CHESTER COUNTY, INC. [EIN = 231499175]
• EMPLOYEE BENEFITS PLAN OF TUCSON URBAN LEAGUE [EIN = 237063141]
• EMPLOYEE BENEFITS CORPORATION 401 K PROFIT SHARING PLAN TRUST [EIN = 720973914]
• EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORWALK & WILTON, INC. [EIN = 061344424]
• EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF GREATER MILWAUKEE [EIN = 390806190]
• EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF ANCHORAGE [EIN = 920027948]
• EMPLOYEE BENEFITS PLAN OF UNITED METHODIST CHILDRENS HOME [EIN = 630302145]
• EMPLOYEE BENEFITS PLAN OF TRI-COUNTY HUMAN SERVICES CENTER, INC. [EIN = 231938528]
• EMPLOYEE BENEFITS PLAN OF MADISON CENTER, INC. [EIN = 351128752]
• EMPLOYEE BENEFITS PLAN OF UNITED WAY OF MARION COUNTY OHIO INC [EIN = 310641236]
• EMPLOYEE BENEFITS PLAN OF GAYLORD & DOROTHY DONNELLEY FOUNDATION [EIN = 366108460]
• EMPLOYEE BENEFITS PLAN FOR WEST TRAVEL EMPLOYEES [EIN = 911032583]
• EMPLOYEE BENEFITS PLAN OF JEWISH FAMILY SERVICE OF NORTH JERSEY [EIN = 221487228]
• EMPLOYEE BENEFITS PLAN OF PALLIATIVE CARECENTER & HOSPICE OF CATAWBA VALLEY INC [EIN = 561242526]
• EMPLOYEE BENEFITS PLAN OF HARTER DUNLAP MOTOR COMPANY [EIN = 770382696]
• EMPLOYEE BENEFITS PLAN OF WOLVERINE TOOL COMPANY [EIN = 381185310]
• EMPLOYEE BENEFITS PLAN OF CHILDREN'S HOME OF EASTON [EIN = 232632482]
• EMPLOYEE BENEFITS PLAN OF THE OAK CREEK COMMUNITY CENTER, INC. [EIN = 391375548]
• EMPLOYEE BENEFITS CONSULTANTS, LLC 401(K) PLAN [EIN = 202277261]
• EMPLOYEE BENEFITS CORPORATION [EIN = 201555550]
• EMPLOYEE BENEFITS PLAN OF HILLSIDE CHILDREN'S CENTER [EIN = 160743039]
• EMPLOYEE BENEFITS PLAN OF OPERATION ABLE OF MICHIGAN [EIN = 510154248]
• EMPLOYEE BENEFITS LAW GROUP, PC CASH BALANCE PLAN [EIN = 680195995]
• EMPLOYEE BENEFITS LAW GROUP, PC CASH BALANCE PLAN [EIN = 680195995]
• EMPLOYEE BENEFITS PLAN [EIN = 824075584]
• EMPLOYEE BENEFITS PLAN [EIN = 872355264]
• EMPLOYEE BENEFITS PLAN [EIN = 882725380]
• EMPLOYEE BENEFITS PLAN [EIN = 821090422]

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