2023 Form 5500 filing — Marking Services, Inc. 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 20240703111654NAL0004391667001) for Marking Services, Inc. 401(K) Plan, reported by Marking Services, Inc. under EIN 39-1604928 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703111654NAL0004391667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marking Services, Inc.
- EIN
- 39-1604928
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,780,605
- Net assets (EOY)
- $18,780,605
- Employer contributions
- $423,357
- Participant contributions
- $1,134,474
- Total income / additions
- $4,182,442
- Benefits paid
- $1,281,534
- Administrative expenses
- $80,358
- Total expenses
- $1,361,892
- Net increase / (decrease)
- $2,820,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $34,468 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,861 | $0 |
| Blue Chip Retirement Plans, Inc. | TPA | $15,601 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $8,350 | $0 |