Meridian Trust Federal Credit Union Retirement Savings Plan — Form 5500 plan (Meridian Trust Federal Credit Union)
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 Trust Federal Credit Union Retirement Savings Plan is a benefit plan reported by Meridian Trust Federal Credit Union under EIN 83-0179749 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $6,392,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meridian Trust Federal Credit Union
- EIN
- 83-0179749
- Plan number
- 002
- Plan type
- 2
- Location
- Cheyenne, WY
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $6,392,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241012165146NAL0023720929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,392,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,392,895
- Net assets (BOY)
- $6,291,405
Income & contributions
- Employer contributions
- $197,716
- Participant contributions
- $447,614
- Total contributions
- $706,052
- Total income / additions
- $1,801,926
Expenses & distributions
- Benefits paid
- $1,693,059
- Administrative expenses
- $1,150
- Total expenses
- $1,700,436
- Net increase / (decrease)
- $101,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $16,262 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,150 | $0 | 2023 |