Original filing (PDF)20241011101443NAL0010804211001

Meridian Wealth Management, LLC

Name: Meridian Wealth Management, LLC — Meridian Wealth, Form 5500 (2023)
Creator: Meridian Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meridian Wealth Management, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Meridian Wealth Management, LLC's Meridian Wealth Management, LLC Cash Balance Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Meridian Wealth Management, LLC's EIN is 27-0846572.

EIN 27-0846572

Plan number 002

Plan year 2023

ACK ID 20241011101443NAL0010804211001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Meridian Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Meridian Wealth Management, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERIDIAN WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off