2023 Form 5500 filing — Meridian Management Services L 401(K) Profit Sharing Plan & Trust
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 20241013113335NAL0024727521001) for Meridian Management Services L 401(K) Profit Sharing Plan & Trust, reported by Meridian Management Services L under EIN 45-5239311 and plan number 001. It reports 1,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013113335NAL0024727521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meridian Management Services L
- EIN
- 45-5239311
- Plan number
- 001
- Location
- Brea, CA
- Participants
- 1,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,207,662
- Total liabilities (EOY)
- $4,114
- Net assets (EOY)
- $2,203,548
- Employer contributions
- $0
- Participant contributions
- $637,287
- Total income / additions
- $1,068,715
- Benefits paid
- $391,039
- Administrative expenses
- $42,805
- Total expenses
- $433,844
- Net increase / (decrease)
- $634,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $17,410 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $15,255 | not reported in the loaded dataset |
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $6,029 | not reported in the loaded dataset |
| Golden State Wealth Managment | ADVISOR | $5,935 | not reported in the loaded dataset |