Meridian Cooperative Savings Plan — Form 5500 plan (Meridian Cooperative, 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, Meridian Cooperative Savings Plan is a benefit plan reported by Meridian Cooperative, Inc. under EIN 58-1257418 and plan number 002. The latest loaded filing year is 2023. The filing reports 707 participants and $95,112,691 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meridian Cooperative, Inc.
EIN
58-1257418
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
707
End-of-year plan assets
$95,112,691

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023707H, C20241015211735NAL0049818848001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$95,112,691
Net assets (EOY)
$95,112,691
Net assets (BOY)
$84,678,116

Income & contributions

Employer contributions
$5,552,778
Participant contributions
$4,276,252
Total contributions
$10,395,943
Total income / additions
$23,764,080

Expenses & distributions

Benefits paid
$13,072,754
Administrative expenses
$234,111
Total expenses
$13,329,505
Net increase / (decrease)
$10,434,575

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$234,061not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$84$02023

Related Form 5500 pages