2023 Form 5500 filing — Meridian Corporation Employee Stock Ownership 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 20241007131206NAL0031791842001) for Meridian Corporation Employee Stock Ownership Plan, reported by Meridian Corporation under EIN 83-1561918 and plan number 002. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,561,042
Participants383
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007131206NAL0031791842001
Plan sponsor
Meridian Corporation
EIN
83-1561918
Plan number
002
Location
Malvern, PA
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)$8.8M total assets
Net assets$7.6MLiabilities$1.2M
Money in vs. money out
Total income / additions$470.6K
Total expenses$529.2K
Benefits paid / distributions$512.7K
Contributions
Employer$513.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,780,575
Total liabilities (EOY)
$1,219,533
Net assets (EOY)
$7,561,042
Employer contributions
$513,313
Total income / additions
$470,558
Benefits paid
$512,654
Administrative expenses
$0
Total expenses
$529,205
Net increase / (decrease)
-$58,647

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007131206NAL0031791842001 cover?
It is the 2023 Form 5500 filing for Meridian Corporation Employee Stock Ownership Plan, reported by Meridian Corporation (EIN 83-1561918).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages