Meritage Homes Corporation 401(K) Savings Plan — Form 5500 plan (Meritage Homes Corporation)

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, Meritage Homes Corporation 401(K) Savings Plan is a benefit plan reported by Meritage Homes Corporation under EIN 86-0611231 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,752 participants and $176,040,893 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meritage Homes Corporation
EIN
86-0611231
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
2,752
End-of-year plan assets
$176,040,893

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,752H, C20241009134317NAL0037228482001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$176,040,893
Total liabilities (EOY)
$0
Net assets (EOY)
$176,040,893
Net assets (BOY)
$143,146,054

Income & contributions

Employer contributions
$7,209,352
Participant contributions
$18,081,473
Total contributions
$26,900,807
Total income / additions
$51,661,738

Expenses & distributions

Benefits paid
$18,512,320
Administrative expenses
$193,298
Total expenses
$18,766,899
Net increase / (decrease)
$32,894,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$180,323$02023
Cbiz Mhm, LLCOTHER$13,000not reported in the loaded dataset2023

Related Form 5500 pages