2023 Form 5500 filing — Marklund Employee Retirement Savings 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 20241002135619NAL0004849059001) for Marklund Employee Retirement Savings Plan, reported by Marklund under EIN 36-2652532 and plan number 005. It reports 704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002135619NAL0004849059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marklund
- EIN
- 36-2652532
- Plan number
- 005
- Location
- Geneva, IL
- Participants
- 704
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,317,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,317,503
- Employer contributions
- $775,605
- Participant contributions
- $1,111,667
- Total income / additions
- $4,281,443
- Benefits paid
- $1,302,308
- Administrative expenses
- $95,140
- Total expenses
- $1,397,448
- Net increase / (decrease)
- $2,883,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trust Company Of Illinois | SERVICE PROVIDER | $61,263 | not reported in the loaded dataset |
| Cerity Partners | SERVICE PROVIDER | $33,449 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $37 | $90 |