Meridian Group 401(K) Savings Plan — Form 5500 plan (Meridian Group 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 Group 401(K) Savings Plan is a benefit plan reported by Meridian Group Inc under EIN 39-1619028 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $11,786,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meridian Group Inc
- EIN
- 39-1619028
- Plan number
- 001
- Plan type
- 2
- Location
- Middleton, WI
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $11,786,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241008085837NAL0033191330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,786,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,786,553
- Net assets (BOY)
- $9,757,803
Income & contributions
- Employer contributions
- $276,245
- Participant contributions
- $540,294
- Total contributions
- $909,395
- Total income / additions
- $2,966,897
Expenses & distributions
- Benefits paid
- $882,777
- Administrative expenses
- $55,370
- Total expenses
- $938,147
- Net increase / (decrease)
- $2,028,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Johnson Bank | NONE | $55,370 | $0 | 2023 |