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MERIDIAN COOPERATIVE SAVINGS PLAN 401k Plan overview

Plan NameMERIDIAN COOPERATIVE SAVINGS PLAN
Plan identification number 002

MERIDIAN COOPERATIVE SAVINGS PLAN 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 COOPERATIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name:MERIDIAN COOPERATIVE, INC.
Employer identification number (EIN):581257418
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Additional information about MERIDIAN COOPERATIVE, INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1976-05-03
Company Identification Number: 628629
Legal Registered Office Address: 100 Ashford Center N
Suite 500
Atlanta
United States of America (USA)
30338-4865

More information about MERIDIAN COOPERATIVE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERIDIAN COOPERATIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01JOHN STACK
0022023-01-01
0022023-01-01MALIK SMITH
0022022-01-01
0022022-01-01MALIK SMITH
0022021-01-01
0022021-01-01THOM SUTHERLAND
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOM SUTHERLAND
0022016-01-01JAMES HAMALA
0022015-01-01JAMES HAMALA
0022014-01-01JAMES HAMALA THOMAS SOYARS2015-10-01
0022013-01-01JAMES HAMALA THOMAS SOYARS2014-10-02
0022012-01-01JAMES HAMALA THOMAS SOYARS2013-09-23
0022011-01-01JAMES HAMALA MICHAEL THOMPSON2012-10-03
0022010-01-01JAMES HAMALA
0022009-01-01JIM HAMALA MICHAEL THOMPSON2010-10-07

Plan Statistics for MERIDIAN COOPERATIVE SAVINGS PLAN

401k plan membership statisitcs for MERIDIAN COOPERATIVE SAVINGS PLAN

Measure Date Value
2023: MERIDIAN COOPERATIVE SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01707
Total number of active participants reported on line 7a of the Form 55002023-01-01562
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01153
Total of all active and inactive participants2023-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-01720
Number of participants with account balances2023-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MERIDIAN COOPERATIVE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01707
Total number of active participants reported on line 7a of the Form 55002022-01-01549
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01152
Total of all active and inactive participants2022-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01707
Number of participants with account balances2022-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERIDIAN COOPERATIVE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01598
Total number of active participants reported on line 7a of the Form 55002021-01-01584
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01118
Total of all active and inactive participants2021-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01707
Number of participants with account balances2021-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERIDIAN COOPERATIVE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01583
Total number of active participants reported on line 7a of the Form 55002020-01-01505
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01598
Number of participants with account balances2020-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MERIDIAN COOPERATIVE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01546
Total number of active participants reported on line 7a of the Form 55002019-01-01514
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01583
Number of participants with account balances2019-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERIDIAN COOPERATIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01521
Total number of active participants reported on line 7a of the Form 55002018-01-01485
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01546
Number of participants with account balances2018-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MERIDIAN COOPERATIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01486
Total number of active participants reported on line 7a of the Form 55002017-01-01463
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01521
Number of participants with account balances2017-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERIDIAN COOPERATIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01371
Total number of active participants reported on line 7a of the Form 55002016-01-01429
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01486
Number of participants with account balances2016-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MERIDIAN COOPERATIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01336
Total number of active participants reported on line 7a of the Form 55002015-01-01320
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01371
Number of participants with account balances2015-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERIDIAN COOPERATIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01307
Total number of active participants reported on line 7a of the Form 55002014-01-01296
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01336
Number of participants with account balances2014-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MERIDIAN COOPERATIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01277
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01307
Number of participants with account balances2013-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERIDIAN COOPERATIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01246
Total number of active participants reported on line 7a of the Form 55002012-01-01231
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01277
Number of participants with account balances2012-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MERIDIAN COOPERATIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01248
Total number of active participants reported on line 7a of the Form 55002011-01-01198
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01246
Number of participants with account balances2011-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MERIDIAN COOPERATIVE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01245
Total number of active participants reported on line 7a of the Form 55002010-01-01210
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01248
Number of participants with account balances2010-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MERIDIAN COOPERATIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01163
Total number of active participants reported on line 7a of the Form 55002009-01-01204
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01245
Number of participants with account balances2009-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MERIDIAN COOPERATIVE SAVINGS PLAN

Measure Date Value
2023 : MERIDIAN COOPERATIVE SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$23,764,080
Total of all expenses incurred2023-12-31$13,329,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,072,754
Value of total corrective distributions2023-12-31$22,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,395,943
Value of total assets at end of year2023-12-31$95,112,691
Value of total assets at beginning of year2023-12-31$84,678,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$234,111
Total interest from all sources2023-12-31$127,350
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,389,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,389,144
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,276,252
Participant contributions at end of year2023-12-31$1,226,813
Participant contributions at beginning of year2023-12-31$1,173,238
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$112,039
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,981,236
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$5,043,961
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$566,913
Other income not declared elsewhere2023-12-31$1,061,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$10,434,575
Value of net assets at end of year (total assets less liabilities)2023-12-31$95,112,691
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$84,678,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$227,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$88,144,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$75,170,284
Income. Interest from loans (other than to participants)2023-12-31$70,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,760,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,007,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,007,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$57,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,789,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$5,552,778
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$171,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,072,754
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MCNAIR, MCLEMORE AND MIDDLEBROOKS
Accountancy firm EIN2023-12-31581094351
Total income from all sources (including contributions)2023-01-01$23,764,080
Total of all expenses incurred2023-01-01$13,329,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$13,072,754
Value of total corrective distributions2023-01-01$22,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$10,395,943
Value of total assets at end of year2023-01-01$95,112,691
Value of total assets at beginning of year2023-01-01$84,678,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$234,111
Total interest from all sources2023-01-01$127,350
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,389,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,389,144
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$4,276,252
Participant contributions at end of year2023-01-01$1,226,813
Participant contributions at beginning of year2023-01-01$1,173,238
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$112,039
Assets. Other investments not covered elsewhere at end of year2023-01-01$2,981,236
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$5,043,961
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$566,913
Other income not declared elsewhere2023-01-01$1,061,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$10,434,575
Value of net assets at end of year (total assets less liabilities)2023-01-01$95,112,691
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$84,678,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$227,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$88,144,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$75,170,284
Income. Interest from loans (other than to participants)2023-01-01$70,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$2,760,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$57,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$10,789,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$5,552,778
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$171,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$13,072,754
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MCNAIR, MCLEMORE AND MIDDLEBROOKS
Accountancy firm EIN2023-01-01581094351
2022 : MERIDIAN COOPERATIVE SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,549,432
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,270,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,035,227
Value of total corrective distributions2022-12-31$13,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,680,001
Value of total assets at end of year2022-12-31$84,678,116
Value of total assets at beginning of year2022-12-31$98,497,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$221,327
Total interest from all sources2022-12-31$72,697
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,245,879
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$1,245,879
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$4,304,396
Participant contributions at end of year2022-12-31$1,173,238
Participant contributions at beginning of year2022-12-31$1,285,664
Participant contributions at end of year2022-12-31$112,039
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,043,961
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,291,446
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,154,889
Other income not declared elsewhere2022-12-31$-2,339,209
Administrative expenses (other) incurred2022-12-31$221,327
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,819,830
Value of net assets at end of year (total assets less liabilities)2022-12-31$84,678,116
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$98,497,946
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$75,170,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$85,000,365
Interest on participant loans2022-12-31$51,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,007,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,919,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,919,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,208,800
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$5,220,716
Employer contributions (assets) at end of year2022-12-31$171,000
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$10,035,227
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 name2022-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2022-12-31581094351
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-3,549,432
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$10,270,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$10,035,227
Value of total corrective distributions2022-01-01$13,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$11,680,001
Value of total assets at end of year2022-01-01$84,678,116
Value of total assets at beginning of year2022-01-01$98,497,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$221,327
Total interest from all sources2022-01-01$72,697
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,245,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,245,879
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$4,304,396
Participant contributions at end of year2022-01-01$1,173,238
Participant contributions at beginning of year2022-01-01$1,285,664
Participant contributions at end of year2022-01-01$112,039
Participant contributions at beginning of year2022-01-01$0
Assets. Other investments not covered elsewhere at end of year2022-01-01$5,043,961
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$8,291,446
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$2,154,889
Other income not declared elsewhere2022-01-01$-2,339,209
Administrative expenses (other) incurred2022-01-01$221,327
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-13,819,830
Value of net assets at end of year (total assets less liabilities)2022-01-01$84,678,116
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$98,497,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$75,170,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$85,000,365
Interest on participant loans2022-01-01$51,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$3,007,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$21,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-14,208,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$5,220,716
Employer contributions (assets) at end of year2022-01-01$171,000
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$10,035,227
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2022-01-01581094351
2021 : MERIDIAN COOPERATIVE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$7,012,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$21,111,707
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,792,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,627,483
Value of total corrective distributions2021-12-31$300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,407,655
Value of total assets at end of year2021-12-31$98,497,946
Value of total assets at beginning of year2021-12-31$76,166,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$164,583
Total interest from all sources2021-12-31$66,814
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,260,945
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$1,260,945
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,092,620
Participant contributions at end of year2021-12-31$1,285,664
Participant contributions at beginning of year2021-12-31$1,141,006
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$103,714
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,291,446
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,876,515
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,189,149
Other income not declared elsewhere2021-12-31$847,999
Administrative expenses (other) incurred2021-12-31$164,583
Total non interest bearing cash at end of year2021-12-31$515
Total non interest bearing cash at beginning of year2021-12-31$1,360
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$15,319,341
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,497,946
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$76,166,419
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,000,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$64,509,413
Interest on participant loans2021-12-31$63,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,919,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,381,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,381,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,528,294
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
Contributions received in cash from employer2021-12-31$5,125,886
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$152,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,627,483
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 name2021-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2021-12-31581094351
2020 : MERIDIAN COOPERATIVE SAVINGS PLAN 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$17,094,402
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,640,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,437,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,020,518
Value of total assets at end of year2020-12-31$76,166,419
Value of total assets at beginning of year2020-12-31$62,712,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$202,572
Total interest from all sources2020-12-31$71,814
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$851,032
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$851,032
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,364,966
Participant contributions at end of year2020-12-31$1,141,006
Participant contributions at beginning of year2020-12-31$1,129,458
Participant contributions at end of year2020-12-31$103,714
Participant contributions at beginning of year2020-12-31$117,729
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,876,515
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,207,357
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$105,123
Other income not declared elsewhere2020-12-31$1,784,855
Administrative expenses (other) incurred2020-12-31$202,572
Total non interest bearing cash at end of year2020-12-31$1,360
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$13,453,848
Value of net assets at end of year (total assets less liabilities)2020-12-31$76,166,419
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,712,571
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$64,509,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$53,847,983
Interest on participant loans2020-12-31$60,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,381,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,238,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,238,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,366,183
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
Contributions received in cash from employer2020-12-31$4,550,429
Employer contributions (assets) at end of year2020-12-31$152,559
Employer contributions (assets) at beginning of year2020-12-31$171,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,437,982
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2020-12-31581094351
2019 : MERIDIAN COOPERATIVE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,609,151
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,893,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,746,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,939,256
Value of total assets at end of year2019-12-31$62,712,571
Value of total assets at beginning of year2019-12-31$46,997,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$146,848
Total interest from all sources2019-12-31$77,992
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$919,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$919,336
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,111,726
Participant contributions at end of year2019-12-31$1,129,458
Participant contributions at beginning of year2019-12-31$779,281
Participant contributions at end of year2019-12-31$117,729
Participant contributions at beginning of year2019-12-31$508
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,207,357
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,815,261
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$661,563
Other income not declared elsewhere2019-12-31$802,790
Administrative expenses (other) incurred2019-12-31$146,848
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$49,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,715,541
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,712,571
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,997,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$53,847,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,433,969
Interest on participant loans2019-12-31$46,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,238,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,917,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,917,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,869,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,165,967
Employer contributions (assets) at end of year2019-12-31$171,906
Employer contributions (assets) at beginning of year2019-12-31$1,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,746,762
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2019-12-31581094351
2018 : MERIDIAN COOPERATIVE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,371,843
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,344,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,213,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,758,505
Value of total assets at end of year2018-12-31$46,997,030
Value of total assets at beginning of year2018-12-31$45,970,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$131,147
Total interest from all sources2018-12-31$51,300
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$721,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$721,815
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$2,775,141
Participant contributions at end of year2018-12-31$779,281
Participant contributions at beginning of year2018-12-31$750,122
Participant contributions at end of year2018-12-31$508
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,815,261
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,600,272
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$124,565
Other income not declared elsewhere2018-12-31$85,179
Administrative expenses (other) incurred2018-12-31$131,147
Total non interest bearing cash at end of year2018-12-31$49,582
Total non interest bearing cash at beginning of year2018-12-31$2,614
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$1,026,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,997,030
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,970,039
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$40,433,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,309,026
Interest on participant loans2018-12-31$35,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,917,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,308,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,308,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$15,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,244,956
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
Contributions received in cash from employer2018-12-31$3,858,799
Employer contributions (assets) at end of year2018-12-31$1,066
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,213,705
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2018-12-31581094351
2017 : MERIDIAN COOPERATIVE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,146,232
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,495,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,374,785
Value of total corrective distributions2017-12-31$1,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,845,611
Value of total assets at end of year2017-12-31$45,970,039
Value of total assets at beginning of year2017-12-31$38,319,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$119,915
Total interest from all sources2017-12-31$37,406
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$610,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$610,854
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,393,340
Participant contributions at end of year2017-12-31$750,122
Participant contributions at beginning of year2017-12-31$636,260
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$78,381
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,600,272
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,145,776
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$267,057
Other income not declared elsewhere2017-12-31$339,673
Administrative expenses (other) incurred2017-12-31$119,915
Total non interest bearing cash at end of year2017-12-31$2,614
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,650,486
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,970,039
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,319,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,309,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,305,906
Interest on participant loans2017-12-31$30,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,308,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,040,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,040,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,312,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,185,214
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$112,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,374,785
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2017-12-31581094351
2016 : MERIDIAN COOPERATIVE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,458,225
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,341,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,262,579
Value of total corrective distributions2016-12-31$1,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,858,655
Value of total assets at end of year2016-12-31$38,319,553
Value of total assets at beginning of year2016-12-31$33,202,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$77,533
Total interest from all sources2016-12-31$28,590
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$557,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$557,111
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$1,960,052
Participant contributions at end of year2016-12-31$636,260
Participant contributions at beginning of year2016-12-31$595,626
Participant contributions at end of year2016-12-31$78,381
Participant contributions at beginning of year2016-12-31$59,857
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,145,776
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,543,709
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$124,685
Other income not declared elsewhere2016-12-31$24,349
Administrative expenses (other) incurred2016-12-31$77,533
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$5,116,686
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,319,553
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,202,867
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$34,305,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,734,897
Interest on participant loans2016-12-31$25,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,040,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,158,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,158,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,989,520
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
Contributions received in cash from employer2016-12-31$2,773,918
Employer contributions (assets) at end of year2016-12-31$112,456
Employer contributions (assets) at beginning of year2016-12-31$110,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,262,579
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2016-12-31581094351
2015 : MERIDIAN COOPERATIVE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,848,251
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,690,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,590,908
Value of total corrective distributions2015-12-31$4,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,182,549
Value of total assets at end of year2015-12-31$33,202,867
Value of total assets at beginning of year2015-12-31$31,045,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$95,850
Total interest from all sources2015-12-31$24,783
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$508,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$508,799
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,614,860
Participant contributions at end of year2015-12-31$595,626
Participant contributions at beginning of year2015-12-31$561,611
Participant contributions at end of year2015-12-31$59,857
Participant contributions at beginning of year2015-12-31$44,425
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,543,709
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,420,872
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$99,203
Other income not declared elsewhere2015-12-31$-107,610
Administrative expenses (other) incurred2015-12-31$95,850
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$2,157,354
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,202,867
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,045,513
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,734,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,770,219
Interest on participant loans2015-12-31$23,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,158,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,167,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,167,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-760,270
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
Contributions received in cash from employer2015-12-31$2,468,486
Employer contributions (assets) at end of year2015-12-31$110,370
Employer contributions (assets) at beginning of year2015-12-31$80,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,590,908
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2015-12-31581094351
2014 : MERIDIAN COOPERATIVE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,621,721
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,890,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,854,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,421,953
Value of total assets at end of year2014-12-31$31,045,513
Value of total assets at beginning of year2014-12-31$30,314,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,870
Total interest from all sources2014-12-31$20,765
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$449,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$449,524
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,321,127
Participant contributions at end of year2014-12-31$561,611
Participant contributions at beginning of year2014-12-31$441,930
Participant contributions at end of year2014-12-31$44,425
Participant contributions at beginning of year2014-12-31$40,520
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,420,872
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,081,451
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$147,620
Other income not declared elsewhere2014-12-31$6,073
Administrative expenses (other) incurred2014-12-31$35,870
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$730,992
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,045,513
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,314,521
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,770,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,155,762
Interest on participant loans2014-12-31$20,071
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$6,530,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,167,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,460,706
Net investment gain or loss from common/collective trusts2014-12-31$262,700
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
Contributions received in cash from employer2014-12-31$1,953,206
Employer contributions (assets) at end of year2014-12-31$80,501
Employer contributions (assets) at beginning of year2014-12-31$64,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,854,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2014-12-31581094351
2013 : MERIDIAN COOPERATIVE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,489,955
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,746,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,739,738
Value of total corrective distributions2013-12-31$1,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,910,639
Value of total assets at end of year2013-12-31$30,314,521
Value of total assets at beginning of year2013-12-31$24,570,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,400
Total interest from all sources2013-12-31$18,031
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$999,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$999,853
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,163,005
Participant contributions at end of year2013-12-31$441,930
Participant contributions at beginning of year2013-12-31$449,677
Participant contributions at end of year2013-12-31$40,520
Participant contributions at beginning of year2013-12-31$30,260
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,081,451
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$683,395
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$21,711
Other income not declared elsewhere2013-12-31$151,912
Administrative expenses (other) incurred2013-12-31$5,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,743,666
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,314,521
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,570,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,155,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,741,226
Interest on participant loans2013-12-31$18,031
Value of interest in common/collective trusts at end of year2013-12-31$6,530,409
Value of interest in common/collective trusts at beginning of year2013-12-31$5,613,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,795,110
Net investment gain or loss from common/collective trusts2013-12-31$614,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,725,923
Employer contributions (assets) at end of year2013-12-31$64,449
Employer contributions (assets) at beginning of year2013-12-31$53,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,739,738
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2013-12-31581094351
2012 : MERIDIAN COOPERATIVE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,194,158
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,612,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,607,611
Value of total corrective distributions2012-12-31$1,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,496,845
Value of total assets at end of year2012-12-31$24,570,855
Value of total assets at beginning of year2012-12-31$21,989,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,718
Total interest from all sources2012-12-31$18,139
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$546,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$546,252
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$967,202
Participant contributions at end of year2012-12-31$449,677
Participant contributions at beginning of year2012-12-31$406,613
Participant contributions at end of year2012-12-31$30,260
Participant contributions at beginning of year2012-12-31$26,758
Assets. Other investments not covered elsewhere at end of year2012-12-31$683,395
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$472,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,315
Other income not declared elsewhere2012-12-31$48,043
Administrative expenses (other) incurred2012-12-31$3,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,581,722
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,570,855
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,989,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,741,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,888,079
Interest on participant loans2012-12-31$18,139
Value of interest in common/collective trusts at end of year2012-12-31$5,613,244
Value of interest in common/collective trusts at beginning of year2012-12-31$5,137,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,711,681
Net investment gain or loss from common/collective trusts2012-12-31$373,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,529,643
Employer contributions (assets) at end of year2012-12-31$53,053
Employer contributions (assets) at beginning of year2012-12-31$49,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,607,611
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2012-12-31581094351
2011 : MERIDIAN COOPERATIVE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,994,424
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,230,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,225,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,272,480
Value of total assets at end of year2011-12-31$21,989,133
Value of total assets at beginning of year2011-12-31$21,224,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,275
Total interest from all sources2011-12-31$13,457
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$317,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$317,270
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$871,677
Participant contributions at end of year2011-12-31$406,613
Participant contributions at beginning of year2011-12-31$317,260
Participant contributions at end of year2011-12-31$26,758
Participant contributions at beginning of year2011-12-31$28,054
Assets. Other investments not covered elsewhere at end of year2011-12-31$472,597
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$296,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,400
Other income not declared elsewhere2011-12-31$-19,881
Administrative expenses (other) incurred2011-12-31$4,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$764,383
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,989,133
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,224,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,888,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,823,049
Interest on participant loans2011-12-31$13,457
Value of interest in common/collective trusts at end of year2011-12-31$5,137,700
Value of interest in common/collective trusts at beginning of year2011-12-31$4,703,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-570,942
Net investment gain or loss from common/collective trusts2011-12-31$-17,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,400,803
Employer contributions (assets) at end of year2011-12-31$49,071
Employer contributions (assets) at beginning of year2011-12-31$45,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,225,766
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2011-12-31581094351
2010 : MERIDIAN COOPERATIVE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,908,798
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,364,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,351,880
Value of total corrective distributions2010-12-31$9,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,532,794
Value of total assets at end of year2010-12-31$21,224,750
Value of total assets at beginning of year2010-12-31$17,680,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,875
Total interest from all sources2010-12-31$16,573
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$243,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$243,856
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$845,074
Participant contributions at end of year2010-12-31$317,260
Participant contributions at beginning of year2010-12-31$294,617
Participant contributions at end of year2010-12-31$28,054
Participant contributions at beginning of year2010-12-31$29,214
Assets. Other investments not covered elsewhere at end of year2010-12-31$296,519
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$366,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,179
Other income not declared elsewhere2010-12-31$19,548
Administrative expenses (other) incurred2010-12-31$3,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,543,917
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,224,750
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,680,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,823,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,262,305
Interest on participant loans2010-12-31$16,573
Value of interest in common/collective trusts at end of year2010-12-31$4,703,542
Value of interest in common/collective trusts at beginning of year2010-12-31$4,043,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,734,268
Net investment gain or loss from common/collective trusts2010-12-31$361,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,320,791
Employer contributions (assets) at end of year2010-12-31$45,926
Employer contributions (assets) at beginning of year2010-12-31$44,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,351,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCNAIR, MCLEMORE & MIDDLEBROOKS
Accountancy firm EIN2010-12-31581094351
2009 : MERIDIAN COOPERATIVE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MERIDIAN COOPERATIVE SAVINGS PLAN

2023: MERIDIAN COOPERATIVE SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MERIDIAN COOPERATIVE SAVINGS PLAN 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 COOPERATIVE SAVINGS PLAN 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 COOPERATIVE SAVINGS PLAN 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
2019: MERIDIAN COOPERATIVE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERIDIAN COOPERATIVE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERIDIAN COOPERATIVE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERIDIAN COOPERATIVE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERIDIAN COOPERATIVE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERIDIAN COOPERATIVE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERIDIAN COOPERATIVE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERIDIAN COOPERATIVE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERIDIAN COOPERATIVE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MERIDIAN COOPERATIVE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MERIDIAN COOPERATIVE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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