2023 Form 5500 filing — Meridian Senior Living LLC 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 20241014164724NAL0045363328001) for Meridian Senior Living LLC 401(K) Profit Sharing Plan & Trust, reported by Meridian Senior Living LLC under EIN 81-0999607 and plan number 001. It reports 2,661 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)$5.2MReported net assets$5,171,794
Participants2.7K2,661
Provider compensation$48.8K2 Schedule C row(s)$48,796
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014164724NAL0045363328001
- Plan sponsor
- Meridian Senior Living LLC
- EIN
- 81-0999607
- Plan number
- 001
- Location
- Bethesda, MD
- 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)$5.2M total assets
Net assets$5.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,171,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,171,794
- Employer contributions
- $0
- Participant contributions
- $1,370,099
- Total income / additions
- $2,191,586
- Benefits paid
- $1,426,124
- Administrative expenses
- $50,036
- Total expenses
- $1,488,284
- Net increase / (decrease)
- $703,302
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $25,360 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $23,436 | not reported in the loaded dataset |