2023 Form 5500 filing — The Marvin Companies Profit Sharing And 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 20240624085403NAL0006187505001) for The Marvin Companies Profit Sharing And 401(K) Plan, reported by Marvin Lumber And Cedar Company under EIN 41-0396845 and plan number 333. It reports 7,965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624085403NAL0006187505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marvin Lumber And Cedar Company
- EIN
- 41-0396845
- Plan number
- 333
- Location
- Warroad, MN
- Participants
- 7,965
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $592,276,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $592,276,815
- Employer contributions
- $16,661,498
- Participant contributions
- $34,310,826
- Total income / additions
- $132,405,755
- Benefits paid
- $47,865,877
- Administrative expenses
- $919,359
- Total expenses
- $48,987,908
- Net increase / (decrease)
- $83,417,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | NONE | $442,619 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | NONE | $392,889 | $0 |
| Sageview Advisory Group, LLC | NONE | $60,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $21,751 | not reported in the loaded dataset |