Meruelo Group 401(K) Plan And Trust — Form 5500 plan (Meruelo 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, Meruelo Group 401(K) Plan And Trust is a benefit plan reported by Meruelo Group LLC under EIN 90-1017707 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,315 participants and $109,240,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meruelo Group LLC
- EIN
- 90-1017707
- Plan number
- 001
- Plan type
- 2
- Location
- Downey, CA
- Latest filing year
- 2023
- Participants
- 4,315
- End-of-year plan assets
- $109,240,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,315 | H, C | 20241009185711NAL0038724050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,240,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,240,438
- Net assets (BOY)
- $87,907,830
Income & contributions
- Employer contributions
- $2,498,096
- Participant contributions
- $12,251,562
- Total contributions
- $14,988,632
- Total income / additions
- $30,014,625
Expenses & distributions
- Benefits paid
- $8,376,273
- Administrative expenses
- $210,978
- Total expenses
- $8,682,017
- Net increase / (decrease)
- $21,332,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $118,772 | $0 | 2023 |
| Marilyn Ryding | OTHER | $54,000 | not reported in the loaded dataset | 2023 |
| Windes Inc | CONTRACT ADMIN | $29,000 | not reported in the loaded dataset | 2023 |
| Truog-Ryding Company Inc | CONSULTING | $9,000 | not reported in the loaded dataset | 2023 |
| Capital Synergy Partners | BROKER/ADVISER | $0 | $8,675 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meruelo Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Downey, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Marilyn Ryding — Schedule C compensation
- Windes Inc — Schedule C compensation
- Truog-Ryding Company Inc — Schedule C compensation
- Capital Synergy Partners — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation