2023 Form 5500 filing — Meridian 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003172514NAL0005964243001) for Meridian 401(K) Plan, reported by Meridian Executive Services LLC under EIN 20-5946937 and plan number 002. It reports 1,867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003172514NAL0005964243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meridian Executive Services LLC
- EIN
- 20-5946937
- Plan number
- 002
- Location
- Orem, UT
- Participants
- 1,867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,214,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,214,985
- Employer contributions
- $686,350
- Participant contributions
- $1,152,931
- Total income / additions
- $4,096,359
- Benefits paid
- $609,895
- Administrative expenses
- $65,566
- Total expenses
- $678,460
- Net increase / (decrease)
- $3,417,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,822 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,744 | $0 |