2023 Form 5500 filing — Presence Marketing, LLC 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 20241013111851NAL0024719585001) for Presence Marketing, LLC Retirement Plan, reported by Presence Marketing, LLC under EIN 36-3706401 and plan number 001. It reports 554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013111851NAL0024719585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presence Marketing, LLC
- EIN
- 36-3706401
- Plan number
- 001
- Location
- South Barrington, IL
- Participants
- 554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,917,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,917,187
- Employer contributions
- $1,209,744
- Participant contributions
- $2,736,685
- Total income / additions
- $11,054,216
- Benefits paid
- $2,307,348
- Administrative expenses
- $56,314
- Total expenses
- $2,396,725
- Net increase / (decrease)
- $8,657,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $166,149 |
| Adp, Inc. | RECORD KEEPER | $47,214 | $0 |
| Callero & Callero Llp | ACCOUNTANT | $9,100 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |