Meridian Services Group, LLC 401(K) Plan — Form 5500 plan (Meridian Services Group, 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 Services Group, LLC 401(K) Plan is a benefit plan reported by Meridian Services Group, LLC under EIN 84-2556709 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $7,474,373 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meridian Services Group, LLC
EIN
84-2556709
Plan number
001
Plan type
2
Location
Greensboro, GA
Latest filing year
2023
Participants
277
End-of-year plan assets
$7,474,373

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20240826092725NAL0005402579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,474,373
Total liabilities (EOY)
$0
Net assets (EOY)
$7,474,373
Net assets (BOY)
$6,027,600

Income & contributions

Employer contributions
$0
Participant contributions
$1,407,084
Total contributions
$1,472,661
Total income / additions
$2,469,835

Expenses & distributions

Benefits paid
$959,250
Administrative expenses
$14,719
Total expenses
$1,023,062
Net increase / (decrease)
$1,446,773

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Element Wealth LLCADVISOR$8,659$02023
Fidelity Investments InstitutionalRECORDKEEPER$5,435$02023

Related Form 5500 pages