2023 Form 5500 filing — Meyer Group 401(K) Plan And Trust

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 20240818172242NAL0001487856001) for Meyer Group 401(K) Plan And Trust, reported by Meyer Properties under EIN 95-4242923 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.1MReported net assets$19,130,344
Participants141
Provider compensation$6.8K1 Schedule C row(s)$6,751
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240818172242NAL0001487856001
Plan sponsor
Meyer Properties
EIN
95-4242923
Plan number
001
Location
Newport Beach, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.1M total assets
Net assets$19.1MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$3.8M
Benefits paid / distributions$3.8M
Contributions
Employer$186K
Participant$1.4M
Full reported line items
Total assets (EOY)
$19,130,344
Total liabilities (EOY)
$0
Net assets (EOY)
$19,130,344
Employer contributions
$186,008
Participant contributions
$1,392,556
Total income / additions
$4,611,478
Benefits paid
$3,751,289
Administrative expenses
$6,751
Total expenses
$3,758,040
Net increase / (decrease)
$853,438
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $6.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240818172242NAL0001487856001 cover?
It is the 2023 Form 5500 filing for Meyer Group 401(K) Plan And Trust, reported by Meyer Properties (EIN 95-4242923).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages