2023 Form 5500 filing — Marshall Associates, Inc. Profit Sharing & 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 20241007141338NAL0007665139001) for Marshall Associates, Inc. Profit Sharing & 401(K) Plan, reported by Marshall Associates, Inc. under EIN 36-2762990 and plan number 002. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007141338NAL0007665139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marshall Associates, Inc.
- EIN
- 36-2762990
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,635,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,635,123
- Employer contributions
- $0
- Participant contributions
- $1,057,456
- Total income / additions
- $5,338,634
- Benefits paid
- $2,162,440
- Administrative expenses
- $31,942
- Total expenses
- $2,194,382
- Net increase / (decrease)
- $3,144,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,556 | $0 |
| Plexus Financial Services LLC | ADVISOR | $12,000 | not reported in the loaded dataset |