2023 Form 5500 filing — Orion Associates/Meridian Services, Inc. 401(K) Retirement 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 20241004120824NAL0020381056001) for Orion Associates/Meridian Services, Inc. 401(K) Retirement Plan, reported by Orion Associates/Meridian Services, Inc. under EIN 20-0492522 and plan number 001. It reports 684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004120824NAL0020381056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orion Associates/Meridian Services, Inc.
- EIN
- 20-0492522
- Plan number
- 001
- Location
- Golden Valley, MN
- Participants
- 684
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,392,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,392,557
- Employer contributions
- $329,942
- Participant contributions
- $1,190,877
- Total income / additions
- $3,428,545
- Benefits paid
- $1,153,636
- Administrative expenses
- $25,251
- Total expenses
- $1,184,859
- Net increase / (decrease)
- $2,243,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,251 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $381 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |