Meriton, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Meriton, 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, Meriton, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Meriton, LLC under EIN 83-3801275 and plan number 001. The latest loaded filing year is 2023. The filing reports 760 participants and $124,800,551 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$124.8MPlan net assets, end of year$124,800,551
Participants760Covered participants reported
Assets / participant$164.2KComputed: assets ÷ participants$164,211 (computed)
Provider compensation$165.7K3 Schedule C provider row(s)$165,653
- Plan sponsor
- Meriton, LLC
- EIN
- 83-3801275
- Plan number
- 001
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 760 | H, C | 20241014102858NAL0014771459001 |
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)$124.8M total assets
Net assets$124.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $124,800,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,800,551
- Net assets (BOY)
- $62,331,816
Income & contributions
- Employer contributions
- $6,500,159
- Participant contributions
- $9,797,856
- Total contributions
- $31,987,497
- Total income / additions
- $47,789,616
Expenses & distributions
- Benefits paid
- $5,623,130
- Administrative expenses
- $165,653
- Total expenses
- $5,745,049
- Net increase / (decrease)
- $42,044,567
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.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $80,513 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $79,669 | not reported in the loaded dataset | 2023 |
| Calderwood Financial Strategies, I | EMPLOYEE OF EMPLOYER | $5,471 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meriton, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Woodbury Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Calderwood Financial Strategies, I — Schedule C compensation