· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MERCANTILE SYSTEMS, INC. — MERCANTILE SYSTEMS, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250513111034NAL0026465808001
MERCANTILE SYSTEMS, INC.
Form 5500-SF
FILING_RECEIVED
MERCANTILE SYSTEMS, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$947K
Net assets (EOY)
$947K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MERCANTILE SYSTEMS, INC.
.
Find decision makers
Plan sponsor
Name
MERCANTILE SYSTEMS, INC.
EIN
47-2539632
Address
7457 E. DESERT COVE AVE. · SCOTTSDALE, AZ · 85260
Phone
(954) 224-9596
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CONTINENTAL CREDIT
CONTINENTAL CREDIT 401K PLAN
$945K · 79 participants
DAKIN ROAD PARTNERS, LLC
DAKIN ROAD PARTNERS, LLC 401(K) PLAN
$942K · 12 participants
THE GENESIS FUND
THE GENESIS FUND 401(K) PROFIT SHARING PLAN & TRUST
$955K · 9 participants
L & M INTERNATIONAL SALES & MARKETING, INC.
L & M INTERNATIONAL SALES & MARKETING, INC. 401(K) PROFIT SHARING PLAN
$935K · 3 participants
MARQUEE FUNDING GROUP INC
MARQUEE FUNDING GROUP 401(K) PROFIT SHARING PLAN & TRUST
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$961K · 15 participants
THE FOREST ROAD COMPANY, LLC
THE FOREST ROAD COMPANY, LLC DEFINED BENEFIT PLAN
$963K · 7 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
