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, Meritage Healthcare, LLC 401k Profit Sharing Plan is a benefit plan reported by Meritage Healthcare, LLC under EIN 77-0547036 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $8,029,217 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,029,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,029,217
- Net assets (BOY)
- $7,052,402
Income & contributions
- Employer contributions
- $157,265
- Participant contributions
- $279,185
- Total contributions
- $436,450
- Total income / additions
- $1,619,822
Expenses & distributions
- Benefits paid
- $584,977
- Administrative expenses
- $58,030
- Total expenses
- $643,007
- Net increase / (decrease)
- $976,815