Orion Associates/Meridian Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Orion Associates/Meridian Services, 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, Orion Associates/Meridian Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Orion Associates/Meridian Services, Inc. under EIN 20-0492522 and plan number 001. The latest loaded filing year is 2023. The filing reports 684 participants and $12,392,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orion Associates/Meridian Services, Inc.
- EIN
- 20-0492522
- Plan number
- 001
- Plan type
- 2
- Location
- Golden Valley, MN
- Latest filing year
- 2023
- Participants
- 684
- End-of-year plan assets
- $12,392,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 684 | H, C | 20241004120824NAL0020381056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,392,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,392,557
- Net assets (BOY)
- $10,148,871
Income & contributions
- Employer contributions
- $329,942
- Participant contributions
- $1,190,877
- Total contributions
- $1,577,814
- Total income / additions
- $3,428,545
Expenses & distributions
- Benefits paid
- $1,153,636
- Administrative expenses
- $25,251
- Total expenses
- $1,184,859
- Net increase / (decrease)
- $2,243,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,251 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $381 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orion Associates/Meridian Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Golden Valley, MN
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation