2023 Form 5500 filing — First Meridian Services Inc. 401k 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 20241025065838NAL0001277891001) for First Meridian Services Inc. 401k Plan, reported by First Meridian Services Inc. under EIN 75-3165102 and plan number 001. It reports 1,059 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241025065838NAL0001277891001
Filing year
2023
Form type
2
Plan sponsor
First Meridian Services Inc.
EIN
75-3165102
Plan number
001
Location
Greenwood Village, CO
Participants
1,059
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,240,792
Total liabilities (EOY)
$0
Net assets (EOY)
$4,240,792
Employer contributions
$7,177
Participant contributions
$818,317
Total income / additions
$1,441,609
Benefits paid
$218,202
Administrative expenses
$27,156
Total expenses
$248,293
Net increase / (decrease)
$1,193,316
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cbiz Investment AdvisorySERVICE PROVIDER$10,893not reported in the loaded dataset
Cbiz Benefits & InsuranceSERVICE PROVIDER$7,262$1,702

Related Form 5500 pages