2023 Form 5500 filing — Marcal South 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 20250501205309NAL0003746817001) for Marcal South 401(K) Plan, reported by Marcal South, LLC under EIN 88-4339359 and plan number 001. It reports 761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501205309NAL0003746817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marcal South, LLC
- EIN
- 88-4339359
- Plan number
- 001
- Location
- Elmwood Park, NJ
- Participants
- 761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $741,042
- Participant contributions
- $1,073,570
- Total income / additions
- $3,141,895
- Benefits paid
- $3,130,149
- Administrative expenses
- $72,399
- Total expenses
- $3,212,839
- Net increase / (decrease)
- -$70,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Qualified Plan Administrators, Inc. | CONTRACT ADMINISTRATOR | $33,516 | $613 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,427 | $0 |
| Truog-Ryding Company Inc | CONTRACT ADMINISTRATOR | $9,465 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,974 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,640 | $0 |