2023 Form 5500 filing — Meridian Management Services L 401(K) Profit Sharing Plan & 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 20241013113335NAL0024727521001) for Meridian Management Services L 401(K) Profit Sharing Plan & Trust, reported by Meridian Management Services L under EIN 45-5239311 and plan number 001. It reports 1,367 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)$2.2MReported net assets$2,203,548
Participants1.4K1,367
Provider compensation$44.6K4 Schedule C row(s)$44,629
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013113335NAL0024727521001
- Plan sponsor
- Meridian Management Services L
- EIN
- 45-5239311
- Plan number
- 001
- Location
- Brea, CA
- Received date
- not reported in the loaded dataset
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)$2.2M total assets
Net assets$2.2MLiabilities$4.1K
Full reported line items
- Total assets (EOY)
- $2,207,662
- Total liabilities (EOY)
- $4,114
- Net assets (EOY)
- $2,203,548
- Employer contributions
- $0
- Participant contributions
- $637,287
- Total income / additions
- $1,068,715
- Benefits paid
- $391,039
- Administrative expenses
- $42,805
- Total expenses
- $433,844
- Net increase / (decrease)
- $634,871
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $17,410 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $15,255 | not reported in the loaded dataset |
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $6,029 | not reported in the loaded dataset |
| Golden State Wealth Managment | ADVISOR | $5,935 | not reported in the loaded dataset |