2023 Form 5500 filing — Meeting Street Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814113610NAL0006480547001) for Meeting Street Retirement Plan, reported by Meeting Street under EIN 05-0269232 and plan number 002. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814113610NAL0006480547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meeting Street
- EIN
- 05-0269232
- Plan number
- 002
- Location
- Providence, RI
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,033,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,033,269
- Employer contributions
- $637,917
- Participant contributions
- $885,331
- Total income / additions
- $4,712,947
- Benefits paid
- $879,654
- Administrative expenses
- $75,468
- Total expenses
- $955,144
- Net increase / (decrease)
- $3,757,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Serv | RECORDKEEPER | $41,670 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $37,500 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $16,597 | not reported in the loaded dataset |