2023 Form 5500 filing — Marotta Controls, Inc. Employees 401k 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 20240909055745NAL0008759698001) for Marotta Controls, Inc. Employees 401k Plan, reported by Marotta Controls, Inc. under EIN 22-1528122 and plan number 003. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909055745NAL0008759698001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marotta Controls, Inc.
- EIN
- 22-1528122
- Plan number
- 003
- Location
- Montville, NJ
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,148,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,148,827
- Employer contributions
- $1,631,945
- Participant contributions
- $5,921,988
- Total income / additions
- $19,342,204
- Benefits paid
- $4,580,884
- Administrative expenses
- $189,094
- Total expenses
- $4,769,978
- Net increase / (decrease)
- $14,572,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $124,083 | $0 |
| Resources Investment Advisors Inc | NONE | $64,737 | not reported in the loaded dataset |
| National Financial Services, LLC | NONE | $0 | $49 |