2023 Form 5500 filing — The Marwin Company Retirement 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 20250330205150NAL0005417473001) for The Marwin Company Retirement Savings Plan, reported by The Marwin Company, Inc. under EIN 57-0342727 and plan number 001. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.1MReported net assets$2,148,169
Participants298
Provider compensation$8.5K2 Schedule C row(s)$8,458
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250330205150NAL0005417473001
- Plan sponsor
- The Marwin Company, Inc.
- EIN
- 57-0342727
- Plan number
- 001
- Location
- West Columbia, SC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,148,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,148,169
- Employer contributions
- $119,257
- Participant contributions
- $281,224
- Total income / additions
- $735,805
- Benefits paid
- $419,147
- Administrative expenses
- $14,060
- Total expenses
- $433,207
- Net increase / (decrease)
- $302,598
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heritage Pension Advisors Inc | THIRD PARTY ADMINISTRATO | $0 | $8,458 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |