2023 Form 5500 filing — Meriton, LLC 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 20241014102858NAL0014771459001) for Meriton, LLC 401(K) Profit Sharing Plan, reported by Meriton, LLC under EIN 83-3801275 and plan number 001. It reports 760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$124.8MReported net assets$124,800,551
Participants760
Provider compensation$165.7K3 Schedule C row(s)$165,653
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014102858NAL0014771459001
- Plan sponsor
- Meriton, LLC
- EIN
- 83-3801275
- Plan number
- 001
- Location
- Irving, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$124.8M total assets
Net assets$124.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $124,800,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,800,551
- Employer contributions
- $6,500,159
- Participant contributions
- $9,797,856
- Total income / additions
- $47,789,616
- Benefits paid
- $5,623,130
- Administrative expenses
- $165,653
- Total expenses
- $5,745,049
- Net increase / (decrease)
- $42,044,567
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $80,513 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $79,669 | not reported in the loaded dataset |
| Calderwood Financial Strategies, I | EMPLOYEE OF EMPLOYER | $5,471 | not reported in the loaded dataset |