2023 Form 5500 filing — Marketsphere 401k Retirement 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 20240625145921NAL0004734803002) for Marketsphere 401k Retirement Plan, reported by Marketsphere Holdings LLC under EIN 81-4398620 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625145921NAL0004734803002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marketsphere Holdings LLC
- EIN
- 81-4398620
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,902,442
- Net assets (EOY)
- $19,902,442
- Employer contributions
- $359,354
- Participant contributions
- $1,044,228
- Total income / additions
- $4,538,626
- Benefits paid
- $2,091,064
- Administrative expenses
- $53,207
- Total expenses
- $2,144,271
- Net increase / (decrease)
- $2,394,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bridges Investment Management | NONE | $32,402 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $12,589 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $8,216 | $0 |
| National Financial Services | NONE | $0 | $0 |