2023 Form 5500 filing — Meriwether-Godsey, Inc. Profit Sharing And 401(K) 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 20250409135758NAL0012224339001) for Meriwether-Godsey, Inc. Profit Sharing And 401(K) Plan, reported by Meriwether-Godsey, Inc. under EIN 54-1319486 and plan number 001. It reports 432 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)$8.6MReported net assets$8,619,260
Participants432
Provider compensation$7.6K2 Schedule C row(s)$7,552
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250409135758NAL0012224339001
Plan sponsor
Meriwether-Godsey, Inc.
EIN
54-1319486
Plan number
001
Location
Lynchburg, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$109.8K
Participant$726.5K
Full reported line items
Total assets (EOY)
$8,619,260
Total liabilities (EOY)
$0
Net assets (EOY)
$8,619,260
Employer contributions
$109,793
Participant contributions
$726,546
Total income / additions
$2,404,160
Benefits paid
$2,643,969
Administrative expenses
$7,552
Total expenses
$2,654,753
Net increase / (decrease)
-$250,593
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $7.6K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250409135758NAL0012224339001 cover?
It is the 2023 Form 5500 filing for Meriwether-Godsey, Inc. Profit Sharing And 401(K) Plan, reported by Meriwether-Godsey, Inc. (EIN 54-1319486).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages