Plan5500

Senior Services Retirement Plan — Form 5500 plan (Meritan, 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, Senior Services Retirement Plan is a benefit plan reported by Meritan, Inc. under EIN 62-0674655 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $21,877,040 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meritan, Inc.
EIN
62-0674655
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
288
End-of-year plan assets
$21,877,040

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20250710122726NAL0015065730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,877,040
Total liabilities (EOY)
$0
Net assets (EOY)
$21,877,040
Net assets (BOY)
$20,260,489

Income & contributions

Employer contributions
$1,856,775
Total contributions
$1,856,775
Total income / additions
$3,628,352

Expenses & distributions

Benefits paid
$1,906,869
Administrative expenses
$104,932
Total expenses
$2,011,801
Net increase / (decrease)
$1,616,551

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideN/A$39,279$02023
Ameritas Investment Company LLCN/A$20,531not reported in the loaded dataset2023
Diversified Trust CompanyN/A$12,472not reported in the loaded dataset2023
Penchecks TrustN/A$6,804not reported in the loaded dataset2023
Leafhouse Financial AdvisorsN/A$1,641not reported in the loaded dataset2023

Related Form 5500 pages