Meyer Distributing, Inc. Retirement Plan — Form 5500 plan (Meyer Distributing, 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, Meyer Distributing, Inc. Retirement Plan is a benefit plan reported by Meyer Distributing, Inc. under EIN 35-0510955 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,299 participants and $9,573,936 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meyer Distributing, Inc.
EIN
35-0510955
Plan number
001
Plan type
2
Location
Jasper, IN
Latest filing year
2023
Participants
1,299
End-of-year plan assets
$9,573,936

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,299H, C20241003175225NAL0010996433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,573,936
Total liabilities (EOY)
$0
Net assets (EOY)
$9,573,936
Net assets (BOY)
$7,283,582

Income & contributions

Employer contributions
$423,538
Participant contributions
$1,159,752
Total contributions
$1,750,547
Total income / additions
$3,146,973

Expenses & distributions

Benefits paid
$827,878
Administrative expenses
$28,741
Total expenses
$856,619
Net increase / (decrease)
$2,290,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plan Concepts & SrvcsTPA$0$7,2782023

Related Form 5500 pages