2023 Form 5500 filing — Meketa Investment Group, Inc. Profit Sharing 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 20241007132902NAL0016142833001) for Meketa Investment Group, Inc. Profit Sharing Plan, reported by Meketa Investment Group, Inc. under EIN 04-2659023 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007132902NAL0016142833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meketa Investment Group, Inc.
- EIN
- 04-2659023
- Plan number
- 001
- Location
- Westwood, MA
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,882,521
- Total liabilities (EOY)
- $150,217
- Net assets (EOY)
- $47,732,304
- Employer contributions
- $1,836,991
- Participant contributions
- $2,986,885
- Total income / additions
- $10,806,609
- Benefits paid
- $2,191,511
- Administrative expenses
- $17,952
- Total expenses
- $2,209,463
- Net increase / (decrease)
- $8,597,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $17,891 | $3,720 |
| Reliance | NONE | $6,562 | not reported in the loaded dataset |