Meridian Senior Living LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Meridian Senior Living 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 Senior Living LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Meridian Senior Living LLC under EIN 81-0999607 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,661 participants and $5,171,794 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meridian Senior Living LLC
EIN
81-0999607
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
2,661
End-of-year plan assets
$5,171,794

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,661H, C20241014164724NAL0045363328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,171,794
Total liabilities (EOY)
$0
Net assets (EOY)
$5,171,794
Net assets (BOY)
$4,468,492

Income & contributions

Employer contributions
$0
Participant contributions
$1,370,099
Total contributions
$1,444,416
Total income / additions
$2,191,586

Expenses & distributions

Benefits paid
$1,426,124
Administrative expenses
$50,036
Total expenses
$1,488,284
Net increase / (decrease)
$703,302

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Erisa Fiduciary Services, Inc.CONTRACT ADMINISTRATOR$25,360not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$23,436not reported in the loaded dataset2023

Related Form 5500 pages