Plan5500

First Meridian Services Inc. 401k Plan — Form 5500 plan (First Meridian Services 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, First Meridian Services Inc. 401k Plan is a benefit plan reported by First Meridian Services Inc. under EIN 75-3165102 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,059 participants and $4,240,792 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Meridian Services Inc.
EIN
75-3165102
Plan number
001
Plan type
2
Location
Greenwood Village, CO
Latest filing year
2023
Participants
1,059
End-of-year plan assets
$4,240,792

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,059H, C20241025065838NAL0001277891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,240,792
Total liabilities (EOY)
$0
Net assets (EOY)
$4,240,792
Net assets (BOY)
$3,047,476

Income & contributions

Employer contributions
$7,177
Participant contributions
$818,317
Total contributions
$850,590
Total income / additions
$1,441,609

Expenses & distributions

Benefits paid
$218,202
Administrative expenses
$27,156
Total expenses
$248,293
Net increase / (decrease)
$1,193,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment AdvisorySERVICE PROVIDER$10,893not reported in the loaded dataset2023
Cbiz Benefits & InsuranceSERVICE PROVIDER$7,262$1,7022023

Related Form 5500 pages