2023 Form 5500 filing — Marbridge Foundation 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240610151634NAL0042684144001) for Marbridge Foundation 401(K) Plan, reported by Marbridge Foundation, Inc. under EIN 74-1183095 and plan number 003. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240610151634NAL0042684144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marbridge Foundation, Inc.
- EIN
- 74-1183095
- Plan number
- 003
- Location
- Manchaca, TX
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,933,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,933,183
- Employer contributions
- $240,773
- Participant contributions
- $425,835
- Total income / additions
- $1,293,452
- Benefits paid
- $355,056
- Administrative expenses
- $65,285
- Total expenses
- $420,341
- Net increase / (decrease)
- $873,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Incentive Plans, Inc. | TPA, RK | $23,828 | not reported in the loaded dataset |
| Atlasmark Financial, Inc | INV ADV | $8,455 | not reported in the loaded dataset |