Meier Supply Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Meier Supply Co., Inc.)
Plain-English plan 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, Meier Supply Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Meier Supply Co., Inc. under EIN 15-0616623 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $17,191,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meier Supply Co., Inc.
- EIN
- 15-0616623
- Plan number
- 001
- Plan type
- 2
- Location
- Conklin, NY
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $17,191,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20250813132526NAL0004895251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,191,754
- Total liabilities (EOY)
- $13,576
- Net assets (EOY)
- $17,178,178
- Net assets (BOY)
- $13,743,728
Income & contributions
- Employer contributions
- $282,330
- Participant contributions
- $991,642
- Total contributions
- $1,361,074
- Total income / additions
- $4,851,931
Expenses & distributions
- Benefits paid
- $1,358,714
- Administrative expenses
- $38,065
- Total expenses
- $1,417,481
- Net increase / (decrease)
- $3,434,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nbt Bancorp | NONE | $33,729 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,345 | 2023 |
| Charles Schwab & Co, Inc. | NONE | $181 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meier Supply Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Conklin, NY
- Nbt Bancorp — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation