Plan5500

Meridian Industries, Inc. Retirement Plan — Form 5500 plan (Meridian Industries, 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, Meridian Industries, Inc. Retirement Plan is a benefit plan reported by Meridian Industries, Inc. under EIN 39-0732985 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,412 participants and $76,067,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meridian Industries, Inc.
EIN
39-0732985
Plan number
005
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
1,412
End-of-year plan assets
$76,067,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,412H, C20240821111052NAL0006160944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,067,549
Total liabilities (EOY)
$0
Net assets (EOY)
$76,067,549
Net assets (BOY)
$66,789,850

Income & contributions

Employer contributions
$1,632,986
Participant contributions
$4,707,963
Total contributions
$7,160,000
Total income / additions
$18,090,370

Expenses & distributions

Benefits paid
$8,645,042
Administrative expenses
$162,342
Total expenses
$8,812,671
Net increase / (decrease)
$9,277,699

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$117,960$02023
Cerity PartnersNONE$36,000not reported in the loaded dataset2023
Wipfli LlpNONE$14,500not reported in the loaded dataset2023

Related Form 5500 pages