Meketa Investment Group, Inc. Profit Sharing Plan — Form 5500 plan (Meketa Investment Group, Inc.)

Plain-English plan 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, Meketa Investment Group, Inc. Profit Sharing Plan is a benefit plan reported by Meketa Investment Group, Inc. under EIN 04-2659023 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $47,882,521 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meketa Investment Group, Inc.
EIN
04-2659023
Plan number
001
Plan type
2
Location
Westwood, MA
Latest filing year
2023
Participants
342
End-of-year plan assets
$47,882,521

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023342H, C20241007132902NAL0016142833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,882,521
Total liabilities (EOY)
$150,217
Net assets (EOY)
$47,732,304
Net assets (BOY)
$39,135,158

Income & contributions

Employer contributions
$1,836,991
Participant contributions
$2,986,885
Total contributions
$5,023,781
Total income / additions
$10,806,609

Expenses & distributions

Benefits paid
$2,191,511
Administrative expenses
$17,952
Total expenses
$2,209,463
Net increase / (decrease)
$8,597,146

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$17,891$3,7202023
RelianceNONE$6,562not reported in the loaded dataset2023

Related Form 5500 pages