Plan5500

Meriwether-Godsey, 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, Meriwether-Godsey, Inc. (EIN 54-1319486) is a plan sponsor located in Lynchburg, VA with 3 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
54-1319486
Location
Lynchburg, VA
Loaded plans
3
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 Meriwether-Godsey, Inc.

  • 3 loaded plans hold $8.6M in reported assets.
  • The largest, Meriwether-Godsey, Inc. Profit Sharing And 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,415 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.6MSummed across loaded plans$8,619,260
Total reported assets$8.6M$8,619,260
Total reported participants1.4K1,415
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.6M total assets
Net assets$8.6MLiabilities$0
Contributions & income
Employer contributions$109.8K
Participant contributions$726.5K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$6.9M
Total expenses$7M
Net increase / (decrease)-$4.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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%Meriwether-Godsey, Inc. Profit Sharing And 401(K) Plan
Participants per plan472Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Meriwether-Godsey, Inc. Profit Sharing And 401(K) Plan$8.6M
    Plan #001 · 432 participants · 2023
  2. 2
    Meriwether-Godsey, Inc. Employee Stock Ownership Plan$0
    Plan #002 · 463 participants · 2023
  3. 3
    Meriwether-Godsey, Inc. Medical Plannot reported in the loaded dataset
    Plan #501 · 520 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Meriwether-Godsey, Inc.. Open one for its full reported snapshot.

  1. 2023
    Meriwether-Godsey, Inc. Employee Stock Ownership Plan463 participants · 2Sch H
    View filing →
  2. 2023
    Meriwether-Godsey, Inc. Medical Plan520 participants · 2No schedules
    View filing →
  3. 2023
    Meriwether-Godsey, Inc. Profit Sharing And 401(K) Plan432 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Meriwether-Godsey, Inc. report on Form 5500?
Meriwether-Godsey, Inc. (EIN 54-1319486) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Meriwether-Godsey, Inc.?
The Employer Identification Number (EIN) reported for Meriwether-Godsey, Inc. is 54-1319486.
What is the latest Form 5500 filing year for Meriwether-Godsey, Inc.?
The latest loaded Form 5500 filing year for Meriwether-Godsey, Inc. is 2023.

Related Form 5500 pages