Plan5500

Meridianlink 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Meridianlink, 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, Meridianlink 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Meridianlink, Inc. under EIN 82-4844620 and plan number 001. The latest loaded filing year is 2023. The filing reports 899 participants and $50,712,371 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meridianlink, Inc.
EIN
82-4844620
Plan number
001
Plan type
2
Location
Costa Mesa, CA
Latest filing year
2023
Participants
899
End-of-year plan assets
$50,712,371

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023899H, C20241014193109NAL0015474339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,712,371
Total liabilities (EOY)
$0
Net assets (EOY)
$50,712,371
Net assets (BOY)
$35,797,988

Income & contributions

Employer contributions
$1,589,199
Participant contributions
$6,210,850
Total contributions
$9,783,831
Total income / additions
$17,387,724

Expenses & distributions

Benefits paid
$2,318,644
Administrative expenses
$151,278
Total expenses
$2,473,341
Net increase / (decrease)
$14,914,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncINVESTMENT ADVISOR$68,428not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$64,910$02023
Empower Advisory Group, LLCINVESTMENT MGMT$17,940not reported in the loaded dataset2023

Related Form 5500 pages