2023 Form 5500 filing — Meridianlink 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 20241014193109NAL0015474339001) for Meridianlink 401(K) Profit Sharing Plan & Trust, reported by Meridianlink, Inc. under EIN 82-4844620 and plan number 001. It reports 899 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014193109NAL0015474339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meridianlink, Inc.
- EIN
- 82-4844620
- Plan number
- 001
- Location
- Costa Mesa, CA
- Participants
- 899
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,712,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,712,371
- Employer contributions
- $1,589,199
- Participant contributions
- $6,210,850
- Total income / additions
- $17,387,724
- Benefits paid
- $2,318,644
- Administrative expenses
- $151,278
- Total expenses
- $2,473,341
- Net increase / (decrease)
- $14,914,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $68,428 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $64,910 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,940 | not reported in the loaded dataset |