Meridian 401(K) Plan — Form 5500 plan (Meridian Executive Services LLC)
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, Meridian 401(K) Plan is a benefit plan reported by Meridian Executive Services LLC under EIN 20-5946937 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,867 participants and $14,214,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meridian Executive Services LLC
- EIN
- 20-5946937
- Plan number
- 002
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 1,867
- End-of-year plan assets
- $14,214,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,867 | H, C | 20241003172514NAL0005964243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,214,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,214,985
- Net assets (BOY)
- $10,748,245
Income & contributions
- Employer contributions
- $686,350
- Participant contributions
- $1,152,931
- Total contributions
- $2,022,357
- Total income / additions
- $4,096,359
Expenses & distributions
- Benefits paid
- $609,895
- Administrative expenses
- $65,566
- Total expenses
- $678,460
- Net increase / (decrease)
- $3,417,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,822 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,744 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meridian Executive Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Orem, UT
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation