2023 Form 5500 filing — Meritage Healthcare, LLC 401k Profit Sharing 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 20241206112846NAL0003782131001) for Meritage Healthcare, LLC 401k Profit Sharing Plan, reported by Meritage Healthcare, LLC under EIN 77-0547036 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206112846NAL0003782131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meritage Healthcare, LLC
- EIN
- 77-0547036
- Plan number
- 001
- Location
- Macon, GA
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,029,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,029,217
- Employer contributions
- $157,265
- Participant contributions
- $279,185
- Total income / additions
- $1,619,822
- Benefits paid
- $584,977
- Administrative expenses
- $58,030
- Total expenses
- $643,007
- Net increase / (decrease)
- $976,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Republic Investment Managemen | ADVISOR | $34,892 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $21,407 | $0 |