The Mar-Lee Companies, Inc. 401k Profit Sharing Plan — Form 5500 plan (Mar-Lee Companies, 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, The Mar-Lee Companies, Inc. 401k Profit Sharing Plan is a benefit plan reported by Mar-Lee Companies, Inc under EIN 04-3565245 and plan number 001. The latest loaded filing year is 2023. The filing reports 87 participants and $5,637,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mar-Lee Companies, Inc
- EIN
- 04-3565245
- Plan number
- 001
- Plan type
- 2
- Location
- Fitchburg, MA
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $5,637,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20240520135024NAL0000575795001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,637,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,637,077
- Net assets (BOY)
- $5,129,169
Income & contributions
- Employer contributions
- $131,277
- Participant contributions
- $324,363
- Total income / additions
- $1,212,981
Expenses & distributions
- Benefits paid
- $669,057
- Administrative expenses
- $22,104
- Total expenses
- $705,073
- Net increase / (decrease)
- $507,908
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.