Meade Holdings 401(K) Plan — Form 5500 plan (Meade 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, Meade Holdings 401(K) Plan is a benefit plan reported by Meade Holdings, LLC under EIN 47-3250673 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $11,833,312 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meade Holdings, LLC
EIN
47-3250673
Plan number
001
Plan type
2
Location
Kingsport, TN
Latest filing year
2023
Participants
495
End-of-year plan assets
$11,833,312

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023495H, C20241001060946NAL0003809331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,833,312
Total liabilities (EOY)
$0
Net assets (EOY)
$11,833,312
Net assets (BOY)
$10,454,932

Income & contributions

Employer contributions
$716,855
Participant contributions
$1,406,006
Total contributions
$2,127,305
Total income / additions
$3,911,650

Expenses & distributions

Benefits paid
$2,420,384
Administrative expenses
$101,722
Total expenses
$2,533,270
Net increase / (decrease)
$1,378,380

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$55,366not reported in the loaded dataset2023
Shepherd Financial Investment AdvisNONE$46,356not reported in the loaded dataset2023

Related Form 5500 pages