Meckley'S Limestone, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Meckleys Limestone Products, 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, Meckley'S Limestone, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Meckleys Limestone Products, Inc under EIN 23-1669932 and plan number 002. The latest loaded filing year is 2023. The filing reports 172 participants and $8,311,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meckleys Limestone Products, Inc
- EIN
- 23-1669932
- Plan number
- 002
- Plan type
- 2
- Location
- Mifflinburg, PA
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $8,311,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241004132402NAL0005727955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,311,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,311,553
- Net assets (BOY)
- $7,683,973
Income & contributions
- Employer contributions
- $195,194
- Participant contributions
- $564,559
- Total contributions
- $851,499
- Total income / additions
- $1,962,790
Expenses & distributions
- Benefits paid
- $1,277,541
- Administrative expenses
- $51,054
- Total expenses
- $1,335,210
- Net increase / (decrease)
- $627,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $31,023 | not reported in the loaded dataset | 2023 |
| Leonard Miller & Associates, Charte | AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,490 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,541 | not reported in the loaded dataset | 2023 |
| Cincinnati Financial Corporation | OTHER | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meckleys Limestone Products, Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mifflinburg, PA
- Morgan Stanley — Schedule C compensation
- Leonard Miller & Associates, Charte — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cincinnati Financial Corporation — Schedule C compensation