2023 Form 5500 filing — Meridian Industries Hourly Union 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 20241014154052NAL0027745089001) for Meridian Industries Hourly Union Retirement Plan, reported by Meridian Industries, Inc. under EIN 39-0732985 and plan number 006. It reports 143 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)$3.6MReported net assets$3,578,262
Participants143
Provider compensation$10.9K1 Schedule C row(s)$10,912
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014154052NAL0027745089001
Plan sponsor
Meridian Industries, Inc.
EIN
39-0732985
Plan number
006
Location
Milwaukee, WI
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)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$392.3K
Total expenses$677.2K
Benefits paid / distributions$624.3K
Contributions
EmployerNot reported
Participant$17K
Full reported line items
Total assets (EOY)
$3,578,262
Total liabilities (EOY)
$0
Net assets (EOY)
$3,578,262
Participant contributions
$17,013
Total income / additions
$392,310
Benefits paid
$624,336
Administrative expenses
$52,837
Total expenses
$677,173
Net increase / (decrease)
-$284,863
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $10.9K

Related Form 5500 pages