2023 Form 5500 filing — Meier Supply Co., Inc. 401(K) 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 20250813132526NAL0004895251001) for Meier Supply Co., Inc. 401(K) Profit Sharing Plan, reported by Meier Supply Co., Inc. under EIN 15-0616623 and plan number 001. It reports 249 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)$17.2MReported net assets$17,178,178
Participants249
Provider compensation$39.3K4 Schedule C row(s)$39,255
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250813132526NAL0004895251001
Plan sponsor
Meier Supply Co., Inc.
EIN
15-0616623
Plan number
001
Location
Conklin, NY
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)$17.2M total assets
Net assets$17.2MLiabilities$13.6K
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$282.3K
Participant$991.6K
Full reported line items
Total assets (EOY)
$17,191,754
Total liabilities (EOY)
$13,576
Net assets (EOY)
$17,178,178
Employer contributions
$282,330
Participant contributions
$991,642
Total income / additions
$4,851,931
Benefits paid
$1,358,714
Administrative expenses
$38,065
Total expenses
$1,417,481
Net increase / (decrease)
$3,434,450

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nbt BancorpNONE$33,729not reported in the loaded dataset
Charles Schwab Trust BankNONE$0$5,345
Charles Schwab & Co, Inc.NONE$181$0
Epic Retirement Plan ServicesNONE$0$0

Related Form 5500 pages