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, Marshall & Sterling Enterprises, Inc. 401(K) Plan is a benefit plan reported by Marshall & Sterling Enterprises, Inc. under EIN 14-1769290 and plan number 004. The latest loaded filing year is 2023. The filing reports 650 participants and $60,961,556 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,961,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,961,556
- Net assets (BOY)
- $50,739,820
Income & contributions
- Employer contributions
- $1,894,699
- Participant contributions
- $3,958,724
- Total contributions
- $6,954,336
- Total income / additions
- $14,415,943
Expenses & distributions
- Benefits paid
- $3,692,528
- Administrative expenses
- $75,784
- Total expenses
- $4,194,207
- Net increase / (decrease)
- $10,221,736