Meridian Management Services — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Meridian Management Services (EIN 45-5239311) is a plan sponsor located in Brea, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-5239311
Location
Brea, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,207,662
Total reported liabilities (EOY)
$4,114
Total reported net assets (EOY)
$2,203,548

Contributions & income

Employer contributions
$0
Participant contributions
$637,287
Total income / additions
$1,068,715

Expenses & distributions

Benefits paid / distributions
$391,039
Total expenses
$433,844
Net increase / (decrease)
$634,871

Coverage

Total reported participants
1,499
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Meridian Management Services plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Meridian Management Services L 401(K) Profit Sharing Plan & Trust0011,367$2,207,6622023
Meridian Management Services LLC Welfare Benefits Plan501132not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Meridian Management Services
YearPlanParticipantsSchedulesFiling
2023Meridian Management Services L 401(K) Profit Sharing Plan & Trust1,367H, C20241013113335NAL0024727521001
2023Meridian Management Services LLC Welfare Benefits Plan13220241212182021NAL0012847441001

Related Form 5500 pages