Meeting Street Retirement Plan — Form 5500 plan (Meeting Street)
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, Meeting Street Retirement Plan is a benefit plan reported by Meeting Street under EIN 05-0269232 and plan number 002. The latest loaded filing year is 2023. The filing reports 592 participants and $22,033,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meeting Street
- EIN
- 05-0269232
- Plan number
- 002
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 592
- End-of-year plan assets
- $22,033,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 592 | H, C | 20240814113610NAL0006480547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,033,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,033,269
- Net assets (BOY)
- $18,275,466
Income & contributions
- Employer contributions
- $637,917
- Participant contributions
- $885,331
- Total contributions
- $1,539,221
- Total income / additions
- $4,712,947
Expenses & distributions
- Benefits paid
- $879,654
- Administrative expenses
- $75,468
- Total expenses
- $955,144
- Net increase / (decrease)
- $3,757,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Serv | RECORDKEEPER | $41,670 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $16,597 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meeting Street
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Capital Group Retirement Plan Serv — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation