2023 Form 5500 filing — Senior Services 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 20250710122726NAL0015065730001) for Senior Services Retirement Plan, reported by Meritan, Inc. under EIN 62-0674655 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710122726NAL0015065730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meritan, Inc.
- EIN
- 62-0674655
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,877,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,877,040
- Employer contributions
- $1,856,775
- Total income / additions
- $3,628,352
- Benefits paid
- $1,906,869
- Administrative expenses
- $104,932
- Total expenses
- $2,011,801
- Net increase / (decrease)
- $1,616,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | N/A | $39,279 | $0 |
| Ameritas Investment Company LLC | N/A | $20,531 | not reported in the loaded dataset |
| Diversified Trust Company | N/A | $12,472 | not reported in the loaded dataset |
| Penchecks Trust | N/A | $6,804 | not reported in the loaded dataset |
| Leafhouse Financial Advisors | N/A | $1,641 | not reported in the loaded dataset |