Meridian Asset Services Llc 401(k) Plan (terminated 2019): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2019, when $2.14 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Meridian Asset Services Llc 401(k) Plan Facts (plan year 2019)

Plan name
MERIDIAN ASSET SERVICES LLC 401(K) PROFIT SHARING
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MERIDIAN ASSET SERVICES LLC
Participants
205
Former employees with a balance
0
Employer contributions
$33,710 in plan year 2019 (26% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2019 – Jun 3, 2019
Plan established
Jan 1, 2007
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2019 (Jan 1, 2019 – Jun 3, 2019), filed Jan 31, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $129,698 went into the plan in contributions, $33,710 of it from the employer (26%).
  • $63,649 was paid out to participants.
  • Investment and other income added $175,155.

How the Meridian Asset Services Llc 401(k) changed, 2014–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201453$476,090$11,892$1,244
201567$673,260$68,834$35,577
201684$1.01 million$90,248$38,561
2017119$1.55 million$108,500$53,874
2018147$1.90 million$164,643$128,740
2019 (final)205$0$33,710$63,649

Meridian Asset Services Llc 401(k) Contact Information

Phone
727-497-4650
Mailing address
3201 34TH STREET SOUTH SUITE 310, ST. PETERSBURG FL 33711
Plan sponsor
MERIDIAN ASSET SERVICES LLC
Employer identification number (EIN)
20-4639601
Plan number
001

Questions about the Meridian Asset Services Llc 401(k)

Is the Meridian Asset Services Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2019.

Does Meridian Asset Services Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2019 the employer contributed $33,710, 26% of all contributions.

Does the Meridian Asset Services Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Meridian Asset Services Llc 401(k) plan?

205 participants at the start of plan year 2019.

Who manages the Meridian Asset Services Llc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

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