Marden'S, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Marden'S, Inc.)

Plain-English plan 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, Marden'S, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Marden'S, Inc. under EIN 01-0373270 and plan number 002. The latest loaded filing year is 2023. The filing reports 571 participants and $18,601,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marden'S, Inc.
EIN
01-0373270
Plan number
002
Plan type
2
Location
Winslow, ME
Latest filing year
2023
Participants
571
End-of-year plan assets
$18,601,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023571H, C20240904061519NAL0035823184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,601,990
Total liabilities (EOY)
$0
Net assets (EOY)
$18,601,990
Net assets (BOY)
$16,239,134

Income & contributions

Employer contributions
$351,975
Participant contributions
$1,233,568
Total contributions
$1,756,322
Total income / additions
$4,694,653

Expenses & distributions

Benefits paid
$2,240,159
Administrative expenses
$81,886
Total expenses
$2,331,797
Net increase / (decrease)
$2,362,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$44,839$02023
Valmark Advisers IncINVESTMENT ADVISOR$30,000not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$7,047not reported in the loaded dataset2023

Related Form 5500 pages