Meridian Management Services L 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Meridian Management Services L)
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 Management Services L 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Meridian Management Services L under EIN 45-5239311 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,367 participants and $2,207,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meridian Management Services L
- EIN
- 45-5239311
- Plan number
- 001
- Plan type
- 2
- Location
- Brea, CA
- Latest filing year
- 2023
- Participants
- 1,367
- End-of-year plan assets
- $2,207,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,367 | H, C | 20241013113335NAL0024727521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,207,662
- Total liabilities (EOY)
- $4,114
- Net assets (EOY)
- $2,203,548
- Net assets (BOY)
- $1,568,677
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $637,287
- Total contributions
- $746,235
- Total income / additions
- $1,068,715
Expenses & distributions
- Benefits paid
- $391,039
- Administrative expenses
- $42,805
- Total expenses
- $433,844
- Net increase / (decrease)
- $634,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $17,410 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $15,255 | not reported in the loaded dataset | 2023 |
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $6,029 | not reported in the loaded dataset | 2023 |
| Golden State Wealth Managment | ADVISOR | $5,935 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meridian Management Services L
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Brea, CA
- Paychex, Inc. — Schedule C compensation
- Erisa Fiduciary Services, Inc. — Schedule C compensation
- Levelized Compensation Advisor — Schedule C compensation
- Golden State Wealth Managment — Schedule C compensation