2023 Form 5500 filing — Meridian Trust Federal Credit Union Retirement Savings 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 20241012165146NAL0023720929001) for Meridian Trust Federal Credit Union Retirement Savings Plan, reported by Meridian Trust Federal Credit Union under EIN 83-0179749 and plan number 002. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012165146NAL0023720929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meridian Trust Federal Credit Union
- EIN
- 83-0179749
- Plan number
- 002
- Location
- Cheyenne, WY
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,392,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,392,895
- Employer contributions
- $197,716
- Participant contributions
- $447,614
- Total income / additions
- $1,801,926
- Benefits paid
- $1,693,059
- Administrative expenses
- $1,150
- Total expenses
- $1,700,436
- Net increase / (decrease)
- $101,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $16,262 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,150 | $0 |