Meridian Senior Living LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Meridian Senior Living LLC)
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 Senior Living LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Meridian Senior Living LLC under EIN 81-0999607 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,661 participants and $5,171,794 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.2MPlan net assets, end of year$5,171,794
Participants2.7KCovered participants reported2,661
Assets / participant$1.9KComputed: assets ÷ participants$1,944 (computed)
Provider compensation$48.8K2 Schedule C provider row(s)$48,796
- Plan sponsor
- Meridian Senior Living LLC
- EIN
- 81-0999607
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,661 | H, C | 20241014164724NAL0045363328001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,171,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,171,794
- Net assets (BOY)
- $4,468,492
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,370,099
- Total contributions
- $1,444,416
- Total income / additions
- $2,191,586
Expenses & distributions
- Benefits paid
- $1,426,124
- Administrative expenses
- $50,036
- Total expenses
- $1,488,284
- Net increase / (decrease)
- $703,302
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets29%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $25,360 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $23,436 | not reported in the loaded dataset | 2023 |