2023 Form 5500 filing — Trademark Global, LLC 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 20240801070551NAL0013297171001) for Trademark Global, LLC 401(K) Plan, reported by Trademark Global, LLC under EIN 34-1939848 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801070551NAL0013297171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trademark Global, LLC
- EIN
- 34-1939848
- Plan number
- 001
- Location
- Lorain, OH
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,995,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,995,942
- Employer contributions
- $327,342
- Participant contributions
- $509,706
- Total income / additions
- $1,785,221
- Benefits paid
- $450,602
- Administrative expenses
- $55,197
- Total expenses
- $505,799
- Net increase / (decrease)
- $1,279,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISORY | $23,142 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,057 | $0 |
| Corrigan Krause | ACCOUNTANT | $10,000 | not reported in the loaded dataset |