2023 Form 5500 filing — Marshall Industrial Technologies Savings & 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 20240827111101NAL0017482704001) for Marshall Industrial Technologies Savings & Retirement Plan, reported by Marshall Industrial Technologies under EIN 21-0682061 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827111101NAL0017482704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marshall Industrial Technologies
- EIN
- 21-0682061
- Plan number
- 002
- Location
- Trenton, NJ
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,381,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,381,090
- Participant contributions
- $492,727
- Total income / additions
- $2,849,066
- Benefits paid
- $495,520
- Administrative expenses
- $55,683
- Total expenses
- $567,113
- Net increase / (decrease)
- $2,281,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Serv | RECORD KEEPER | $46,502 | not reported in the loaded dataset |