2023 Form 5500 filing — Meruelo 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 20241009185711NAL0038724050001) for Meruelo Group 401(K) Plan And Trust, reported by Meruelo Group LLC under EIN 90-1017707 and plan number 001. It reports 4,315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009185711NAL0038724050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meruelo Group LLC
- EIN
- 90-1017707
- Plan number
- 001
- Location
- Downey, CA
- Participants
- 4,315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,240,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,240,438
- Employer contributions
- $2,498,096
- Participant contributions
- $12,251,562
- Total income / additions
- $30,014,625
- Benefits paid
- $8,376,273
- Administrative expenses
- $210,978
- Total expenses
- $8,682,017
- Net increase / (decrease)
- $21,332,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $118,772 | $0 |
| Marilyn Ryding | OTHER | $54,000 | not reported in the loaded dataset |
| Windes Inc | CONTRACT ADMIN | $29,000 | not reported in the loaded dataset |
| Truog-Ryding Company Inc | CONSULTING | $9,000 | not reported in the loaded dataset |
| Capital Synergy Partners | BROKER/ADVISER | $0 | $8,675 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $206 | not reported in the loaded dataset |