2023 Form 5500 filing — The Marketing Practice 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 20241010143257NAL0040493554001) for The Marketing Practice 401(K) Plan, reported by The Marketing Practice under EIN 81-2768952 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010143257NAL0040493554001
Filing year
2023
Form type
2
Plan sponsor
The Marketing Practice
EIN
81-2768952
Plan number
001
Location
Denver, CO
Participants
215
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,455,935
Total liabilities (EOY)
$0
Net assets (EOY)
$4,455,935
Employer contributions
$611,786
Participant contributions
$1,058,005
Total income / additions
$2,776,842
Benefits paid
$394,665
Administrative expenses
$19,267
Total expenses
$413,932
Net increase / (decrease)
$2,362,910
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Trilogy Capital IncNONE$19,267not reported in the loaded dataset

Related Form 5500 pages