2023 Form 5500 filing — Meridian Industries, Inc. 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 20240821111052NAL0006160944001) for Meridian Industries, Inc. Retirement Plan, reported by Meridian Industries, Inc. under EIN 39-0732985 and plan number 005. It reports 1,412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821111052NAL0006160944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meridian Industries, Inc.
- EIN
- 39-0732985
- Plan number
- 005
- Location
- Milwaukee, WI
- Participants
- 1,412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,067,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,067,549
- Employer contributions
- $1,632,986
- Participant contributions
- $4,707,963
- Total income / additions
- $18,090,370
- Benefits paid
- $8,645,042
- Administrative expenses
- $162,342
- Total expenses
- $8,812,671
- Net increase / (decrease)
- $9,277,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $117,960 | $0 |
| Cerity Partners | NONE | $36,000 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $14,500 | not reported in the loaded dataset |