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MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MERIDIAN MANAGEMENT SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:MERIDIAN MANAGEMENT SERVICES LLC
Employer identification number (EIN):455239311
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01

Plan Statistics for MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,775
Total number of active participants reported on line 7a of the Form 55002022-01-011,000
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,033
Number of participants with account balances2022-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,860
Total number of active participants reported on line 7a of the Form 55002021-01-011,380
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-011,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,414
Number of participants with account balances2021-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,859
Total number of active participants reported on line 7a of the Form 55002020-01-011,470
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-011,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,534
Number of participants with account balances2020-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0162
Total number of active participants reported on line 7a of the Form 55002018-01-01849
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01877
Number of participants with account balances2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01857
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01851
Total number of active participants reported on line 7a of the Form 55002016-01-01849
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01857
Total participants2016-01-01857
Number of participants with account balances2016-01-0126
2015: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01835
Total number of active participants reported on line 7a of the Form 55002015-01-01843
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01851
Total participants2015-01-01851
Number of participants with account balances2015-01-0124
2014: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01695
Total number of active participants reported on line 7a of the Form 55002014-01-01756
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01765
Total participants2014-01-01765
Number of participants with account balances2014-01-0122

Financial Data on MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$40,479
Total income from all sources (including contributions)2022-12-31$166,059
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$671,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$630,124
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$547,078
Value of total assets at end of year2022-12-31$1,580,921
Value of total assets at beginning of year2022-12-31$2,114,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,024
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$68,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$68,277
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$538,076
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$40,479
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-505,089
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,568,677
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,073,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,570,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,098,778
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$10,320
Value of interest in common/collective trusts at beginning of year2022-12-31$15,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-449,296
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$630,124
Contract administrator fees2022-12-31$26,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HW&CO.
Accountancy firm EIN2022-12-31341663157
2021 : MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$40,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$977,825
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$566,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$532,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$693,689
Value of total assets at end of year2021-12-31$2,114,245
Value of total assets at beginning of year2021-12-31$1,662,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,419
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$88,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$88,482
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$532,537
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$161,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$40,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$411,708
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,073,766
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,662,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$13,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,098,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,652,691
Value of interest in common/collective trusts at end of year2021-12-31$15,467
Value of interest in common/collective trusts at beginning of year2021-12-31$9,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$195,436
Net investment gain or loss from common/collective trusts2021-12-31$218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$532,698
Contract administrator fees2021-12-31$19,588
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HW&CO
Accountancy firm EIN2021-12-31341663157
2020 : MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$729,995
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$181,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$162,007
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$475,371
Value of total assets at end of year2020-12-31$1,662,058
Value of total assets at beginning of year2020-12-31$1,113,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,535
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$50,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$50,580
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$111,360
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$474,394
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$977
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$548,453
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,662,058
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,113,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$8,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,652,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,106,993
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$9,367
Value of interest in common/collective trusts at beginning of year2020-12-31$6,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$203,854
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$190
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$162,007
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$10,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
2018 : MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$342,913
Total of all expenses incurred2018-12-31$108,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$103,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$392,986
Value of total assets at end of year2018-12-31$739,105
Value of total assets at beginning of year2018-12-31$504,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,811
Total interest from all sources2018-12-31$22
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$392,986
Participant contributions at end of year2018-12-31$45,070
Participant contributions at beginning of year2018-12-31$11,410
Administrative expenses (other) incurred2018-12-31$4,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$234,641
Value of net assets at end of year (total assets less liabilities)2018-12-31$739,105
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$504,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$690,600
Value of interest in pooled separate accounts at beginning of year2018-12-31$490,053
Interest earned on other investments2018-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,001
Net investment gain/loss from pooled separate accounts2018-12-31$-50,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$103,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
2017 : MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$310,644
Total of all expenses incurred2017-12-31$66,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$62,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$259,003
Value of total assets at end of year2017-12-31$504,464
Value of total assets at beginning of year2017-12-31$260,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,885
Total interest from all sources2017-12-31$24
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Contributions received from participants2017-12-31$225,579
Participant contributions at end of year2017-12-31$11,410
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,424
Administrative expenses (other) incurred2017-12-31$3,885
Value of net income/loss2017-12-31$244,009
Value of net assets at end of year (total assets less liabilities)2017-12-31$504,464
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$260,455
Value of interest in pooled separate accounts at end of year2017-12-31$490,053
Value of interest in pooled separate accounts at beginning of year2017-12-31$234,981
Interest earned on other investments2017-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$25,474
Net investment gain/loss from pooled separate accounts2017-12-31$51,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$62,750
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
2016 : MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$92,935
Total of all expenses incurred2016-12-31$16,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$80,142
Value of total assets at end of year2016-12-31$260,455
Value of total assets at beginning of year2016-12-31$184,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$80,142
Other income not declared elsewhere2016-12-31$73
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$76,246
Value of net assets at end of year (total assets less liabilities)2016-12-31$260,455
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$184,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$234,981
Value of interest in pooled separate accounts at beginning of year2016-12-31$182,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$25,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,869
Net investment gain/loss from pooled separate accounts2016-12-31$12,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,577
Contract administrator fees2016-12-31$4,112
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
2015 : MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$85,990
Total of all expenses incurred2015-12-31$24,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$88,087
Value of total assets at end of year2015-12-31$184,209
Value of total assets at beginning of year2015-12-31$122,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,724
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$88,087
Other income not declared elsewhere2015-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$61,649
Value of net assets at end of year (total assets less liabilities)2015-12-31$184,209
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$122,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,430
Value of interest in pooled separate accounts at end of year2015-12-31$182,340
Value of interest in pooled separate accounts at beginning of year2015-12-31$118,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,863
Net investment gain/loss from pooled separate accounts2015-12-31$-2,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,187
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
2014 : MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$81,003
Total of all expenses incurred2014-12-31$19,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$75,514
Value of total assets at end of year2014-12-31$122,560
Value of total assets at beginning of year2014-12-31$60,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,852
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$75,514
Other income not declared elsewhere2014-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$61,960
Value of net assets at end of year (total assets less liabilities)2014-12-31$122,560
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,451
Value of interest in pooled separate accounts at end of year2014-12-31$118,697
Value of interest in pooled separate accounts at beginning of year2014-12-31$48,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,677
Net investment gain/loss from pooled separate accounts2014-12-31$5,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,740
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No

Form 5500 Responses for MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

2022: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2018: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERIDIAN MANAGEMENT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804569
Policy instance 1
Insurance contract or identification number804569
Number of Individuals Covered109
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804569
Policy instance 1
Insurance contract or identification number804569
Number of Individuals Covered62
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804569-000
Policy instance 1
Insurance contract or identification number804569-000
Number of Individuals Covered26
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804569-000
Policy instance 1
Insurance contract or identification number804569-000
Number of Individuals Covered24
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804569-000
Policy instance 1
Insurance contract or identification number804569-000
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $793
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $793
Insurance broker organization code?3

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