2023 Form 5500 filing — Meckley'S Limestone, Inc. 401(K) Profit Sharing 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 20241004132402NAL0005727955001) for Meckley'S Limestone, Inc. 401(K) Profit Sharing Plan, reported by Meckleys Limestone Products, Inc under EIN 23-1669932 and plan number 002. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004132402NAL0005727955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meckleys Limestone Products, Inc
- EIN
- 23-1669932
- Plan number
- 002
- Location
- Mifflinburg, PA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,311,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,311,553
- Employer contributions
- $195,194
- Participant contributions
- $564,559
- Total income / additions
- $1,962,790
- Benefits paid
- $1,277,541
- Administrative expenses
- $51,054
- Total expenses
- $1,335,210
- Net increase / (decrease)
- $627,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $31,023 | not reported in the loaded dataset |
| Leonard Miller & Associates, Charte | AUDITOR | $9,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,490 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,541 | not reported in the loaded dataset |
| Cincinnati Financial Corporation | OTHER | $500 | not reported in the loaded dataset |