?>
Logo

TAX DEFERRED 403B PLAN 401k Plan overview

Plan NameTAX DEFERRED 403B PLAN
Plan identification number 001

TAX DEFERRED 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

MERIDIAN EDUCATION RESOURCE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:MERIDIAN EDUCATION RESOURCE GROUP, INC.
Employer identification number (EIN):582180056
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NATALIE SMITH2023-09-17 NATALIE SMITH2023-09-17
0012021-01-01NATALIE HOUSTON2022-10-13 NATALIE HOUSTON2022-10-13
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01MICHAEL BEKELE MICHAEL BEKELE2016-07-18
0012014-01-01 MICHAEL BEKELE2015-07-27
0012013-01-01MICHAEL BEKELE MICHAEL BEKELE2014-07-22
0012012-01-01MICHAEL BEKELE
0012011-01-01MICHAEL BEKELE
0012009-01-01 MICHAEL BEKELE2010-07-13
0012009-01-01 MICHAEL BEKELE2010-07-29

Plan Statistics for TAX DEFERRED 403B PLAN

401k plan membership statisitcs for TAX DEFERRED 403B PLAN

Measure Date Value
2020: TAX DEFERRED 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0131
Total number of active participants reported on line 7a of the Form 55002020-01-0133
Total of all active and inactive participants2020-01-0133
Total participants2020-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2015: TAX DEFERRED 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0151
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-0145
Total participants2015-01-0145
Number of participants with account balances2015-01-0149
2014: TAX DEFERRED 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0126
Total participants2014-01-0126
Number of participants with account balances2014-01-0124
2013: TAX DEFERRED 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-0122
Total participants2013-01-0122
Number of participants with account balances2013-01-0121
2012: TAX DEFERRED 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-0125
Total of all active and inactive participants2012-01-0125
Total participants2012-01-0125
Number of participants with account balances2012-01-0125
2011: TAX DEFERRED 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Total of all active and inactive participants2011-01-0120
Total participants2011-01-0120
Number of participants with account balances2011-01-0120
2009: TAX DEFERRED 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Total of all active and inactive participants2009-01-0117
Total participants2009-01-0117

Financial Data on TAX DEFERRED 403B PLAN

Measure Date Value
2015 : TAX DEFERRED 403B PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$99,768
Expenses. Total of all expenses incurred2015-12-31$7,141
Benefits paid (including direct rollovers)2015-12-31$6,016
Total plan assets at end of year2015-12-31$558,790
Total plan assets at beginning of year2015-12-31$466,163
Total contributions received or receivable from participants2015-12-31$60,688
Other income received2015-12-31$-1,298
Net income (gross income less expenses)2015-12-31$92,627
Net plan assets at end of year (total assets less liabilities)2015-12-31$558,790
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$466,163
Total contributions received or receivable from employer(s)2015-12-31$40,378
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,125
2014 : TAX DEFERRED 403B PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$109,038
Expenses. Total of all expenses incurred2014-12-31$37,402
Benefits paid (including direct rollovers)2014-12-31$36,577
Total plan assets at end of year2014-12-31$466,163
Total plan assets at beginning of year2014-12-31$394,527
Total contributions received or receivable from participants2014-12-31$54,004
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$20,689
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$71,636
Net plan assets at end of year (total assets less liabilities)2014-12-31$466,163
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$394,527
Total contributions received or receivable from employer(s)2014-12-31$34,345
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$825
2013 : TAX DEFERRED 403B PLAN 2013 401k financial data
Total income from all sources2013-12-31$121,007
Expenses. Total of all expenses incurred2013-12-31$23,637
Benefits paid (including direct rollovers)2013-12-31$22,737
Total plan assets at end of year2013-12-31$394,527
Total plan assets at beginning of year2013-12-31$297,157
Total contributions received or receivable from participants2013-12-31$47,380
Other income received2013-12-31$41,594
Net income (gross income less expenses)2013-12-31$97,370
Net plan assets at end of year (total assets less liabilities)2013-12-31$394,527
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$297,157
Total contributions received or receivable from employer(s)2013-12-31$32,033
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$900
2012 : TAX DEFERRED 403B PLAN 2012 401k financial data
Total income from all sources2012-12-31$80,639
Expenses. Total of all expenses incurred2012-12-31$29,803
Benefits paid (including direct rollovers)2012-12-31$29,111
Total plan assets at end of year2012-12-31$297,157
Total plan assets at beginning of year2012-12-31$234,754
Total contributions received or receivable from participants2012-12-31$44,095
Other income received2012-12-31$3,532
Net income (gross income less expenses)2012-12-31$50,836
Net plan assets at end of year (total assets less liabilities)2012-12-31$297,157
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$234,754
Total contributions received or receivable from employer(s)2012-12-31$33,012
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$692
2011 : TAX DEFERRED 403B PLAN 2011 401k financial data
Total income from all sources2011-12-31$64,273
Expenses. Total of all expenses incurred2011-12-31$4,358
Benefits paid (including direct rollovers)2011-12-31$3,638
Total plan assets at end of year2011-12-31$234,754
Total plan assets at beginning of year2011-12-31$177,141
Total contributions received or receivable from participants2011-12-31$38,040
Net income (gross income less expenses)2011-12-31$59,915
Net plan assets at end of year (total assets less liabilities)2011-12-31$234,754
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$177,141
Total contributions received or receivable from employer(s)2011-12-31$26,233
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$720
2010 : TAX DEFERRED 403B PLAN 2010 401k financial data
Total income from all sources2010-12-31$45,149
Expenses. Total of all expenses incurred2010-12-31$3,227
Total plan assets at end of year2010-12-31$177,141
Total plan assets at beginning of year2010-12-31$135,015
Total contributions received or receivable from participants2010-12-31$21,035
Expenses. Other expenses not covered elsewhere2010-12-31$638
Other income received2010-12-31$1,262
Net income (gross income less expenses)2010-12-31$41,922
Net plan assets at end of year (total assets less liabilities)2010-12-31$177,141
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$135,015
Total contributions received or receivable from employer(s)2010-12-31$22,852
Value of certain deemed distributions of participant loans2010-12-31$2,589

Form 5500 Responses for TAX DEFERRED 403B PLAN

2020: TAX DEFERRED 403B PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
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 – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: TAX DEFERRED 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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: TAX DEFERRED 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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: TAX DEFERRED 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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: TAX DEFERRED 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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: TAX DEFERRED 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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
2009: TAX DEFERRED 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3