Triplepoint Mep Holdings, LLC 401(K) Savings Plan — Form 5500 plan (Triplepoint Mep Holdings, 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, Triplepoint Mep Holdings, LLC 401(K) Savings Plan is a benefit plan reported by Triplepoint Mep Holdings, LLC under EIN 43-1794442 and plan number 002. The latest loaded filing year is 2023. The filing reports 632 participants and $48,388,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Triplepoint Mep Holdings, LLC
EIN
43-1794442
Plan number
002
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
632
End-of-year plan assets
$48,388,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023632H, C20241014080203NAL0014625731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,388,983
Total liabilities (EOY)
$0
Net assets (EOY)
$48,388,983
Net assets (BOY)
$39,064,106

Income & contributions

Employer contributions
$1,541,231
Participant contributions
$2,880,557
Total contributions
$4,670,568
Total income / additions
$12,019,166

Expenses & distributions

Benefits paid
$6,144,034
Administrative expenses
$96,172
Total expenses
$6,253,302
Net increase / (decrease)
$5,765,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$50,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$28,162$02023
P&M Holding Group LlpACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages