| Plan Name | MEREDITH TAX & ACCOUNTING, LLC 401(K) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MEREDITH TAX & ACCOUNTING, LLC |
| Employer identification number (EIN): | 475280824 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about MEREDITH TAX & ACCOUNTING, LLC
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 2015-10-09 |
| Company Identification Number: | S582577 |
| Legal Registered Office Address: |
7630 Little River Turnpike Annandale United States of America (USA) 22003 |
More information about MEREDITH TAX & ACCOUNTING, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MEREDITH TAX & ACCOUNTING, LLC 401(K) RETIREMENT PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-26 | 423 |
| Total liabilities as of the beginning of the plan year | 2025-09-26 | 34 |
| Total expenses incurred by plan in this plan year | 2025-09-26 | 100 |
| Net assets as of the end of the plan year | 2025-09-26 | 156597 |
| Total assets as of the beginning of the plan year | 2025-09-26 | 133877 |
| Value of plan covered by a fidelity bond | 2025-09-26 | 30000 |
| Participant contributions to plan in this plan year | 2025-09-26 | 3640 |
| Value of participant loans at end of plan year | 2025-09-26 | 34110 |
| Other expenses paid from plan in this plan year | 2025-09-26 | 0 |
| Other contributions to plan in this plan year | 2025-09-26 | 0 |
| Other income to plan in this plan year | 2025-09-26 | 16444 |
| Plan net income in this plan year | 2025-09-26 | 22331 |
| Net assets as of the end of the plan year | 2025-09-26 | 156174 |
| Net assets as of the beginning of the plan year | 2025-09-26 | 133843 |
| Employer contributions to plan in this plan year | 2025-09-26 | 2347 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-26 | 100 |
| 2024 : MEREDITH TAX & ACCOUNTING, LLC 401(K) RETIREMENT PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-14 | 34 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 246 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 34610 |
| Net assets as of the end of the plan year | 2024-10-14 | 133877 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 151398 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 30000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 3485 |
| Value of participant loans at end of plan year | 2024-10-14 | 20615 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other contributions to plan in this plan year | 2024-10-14 | 0 |
| Other income to plan in this plan year | 2024-10-14 | 11509 |
| Plan net income in this plan year | 2024-10-14 | -17309 |
| Net assets as of the end of the plan year | 2024-10-14 | 133843 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 151152 |
| Employer contributions to plan in this plan year | 2024-10-14 | 2307 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 100 |
| 2022 : MEREDITH TAX & ACCOUNTING, LLC 401(K) RETIREMENT PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-05 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-05 | 2306 |
| Total liabilities as of the beginning of the plan year | 2022-10-05 | 4187 |
| Total expenses incurred by plan in this plan year | 2022-10-05 | 11535 |
| Net assets as of the end of the plan year | 2022-10-05 | 179129 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 165400 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 30000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 3000 |
| Value of participant loans at end of plan year | 2022-10-05 | 28023 |
| Other expenses paid from plan in this plan year | 2022-10-05 | 0 |
| Other contributions to plan in this plan year | 2022-10-05 | 0 |
| Other income to plan in this plan year | 2022-10-05 | 22145 |
| Plan net income in this plan year | 2022-10-05 | 15610 |
| Net assets as of the end of the plan year | 2022-10-05 | 176823 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 161213 |
| Employer contributions to plan in this plan year | 2022-10-05 | 2000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 125 |