2023 Form 5500 filing — Marion Body Works, Inc. 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 20241011092123NAL0022474609001) for Marion Body Works, Inc. Savings Plan, reported by Marion Body Works, Inc. under EIN 39-1365073 and plan number 002. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092123NAL0022474609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marion Body Works, Inc.
- EIN
- 39-1365073
- Plan number
- 002
- Location
- Marion, WI
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,784,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,784,398
- Employer contributions
- $493,405
- Participant contributions
- $1,000,659
- Total income / additions
- $4,168,934
- Benefits paid
- $2,463,846
- Administrative expenses
- $66,181
- Total expenses
- $2,530,027
- Net increase / (decrease)
- $1,638,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $28,976 | $0 |
| Strategic Wealth Partners | ADVISOR | $27,751 | not reported in the loaded dataset |
| Charles Schwab Bank | TRUSTEE | $9,454 | not reported in the loaded dataset |