2023 Form 5500 filing — Marquette Bank Employee 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 20241009155110NAL0033298016001) for Marquette Bank Employee Savings & Retirement Plan, reported by Marquette Bank under EIN 36-2031498 and plan number 003. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009155110NAL0033298016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marquette Bank
- EIN
- 36-2031498
- Plan number
- 003
- Location
- Orland Park, IL
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,302,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,302,892
- Employer contributions
- $338,952
- Participant contributions
- $1,328,407
- Total income / additions
- $8,582,040
- Benefits paid
- $2,560,970
- Administrative expenses
- $45,501
- Total expenses
- $2,712,749
- Net increase / (decrease)
- $5,869,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,576 | $0 |
| Richard,,Ruscitti | BROKER/ADVISER | $0 | $2,996 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $925 | not reported in the loaded dataset |