Mele Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mele Associates, Inc. (EIN 52-1819489) is a plan sponsor located in Rockville, MD with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1819489
Location
Rockville, MD
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mele Associates, Inc.

  • 4 loaded plans hold $20.9M in reported assets.
  • The largest, Mele Associates, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 783 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.7MSummed across loaded plans$20,673,507
Total reported assets$20.9M$20,854,974
Total reported participants783
Total reported liabilities$181.5K$181,467

Reported net position

Reported assets = net assets + liabilities (summed)$20.9M total assets
Net assets$20.7MLiabilities$181.5K
Contributions & income
Employer contributions$687.4K
Participant contributions$1.7M
Total income / additions$6.2M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Mele Associates, Inc. 401(K) Profit Sharing Plan
Participants per plan196Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 245 participants · 2023
  2. 2
    Mele Associates, Inc. Life & Disability Plannot reported in the loaded dataset
    Plan #505 · 197 participants · 2023
  3. 3
    Mele Associates Group Health Care Plannot reported in the loaded dataset
    Plan #501 · 171 participants · 2023
  4. 4
    Mele Associates, Inc. Vision Plannot reported in the loaded dataset
    Plan #506 · 170 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mele Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Mele Associates, Inc. 401(K) Profit Sharing Plan245 participants · 2Sch HSch C
    View filing →
  2. 2023
    Mele Associates, Inc. Life & Disability Plan197 participants · 2No schedules
    View filing →
  3. 2023
    Mele Associates, Inc. Vision Plan170 participants · 2No schedules
    View filing →
  4. 2023
    Mele Associates Group Health Care Plan171 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mele Associates, Inc. report on Form 5500?
Mele Associates, Inc. (EIN 52-1819489) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mele Associates, Inc.?
The Employer Identification Number (EIN) reported for Mele Associates, Inc. is 52-1819489.
What is the latest Form 5500 filing year for Mele Associates, Inc.?
The latest loaded Form 5500 filing year for Mele Associates, Inc. is 2023.

Related Form 5500 pages