Marcum Wealth 401k Plan — Form 5500 plan (Marcum Wealth, LLC)
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, Marcum Wealth 401k Plan is a benefit plan reported by Marcum Wealth, LLC under EIN 20-2317470 and plan number 001. The latest loaded filing year is 2023. The filing reports 65 participants and $6,122,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marcum Wealth, LLC
- EIN
- 20-2317470
- Plan number
- 001
- Plan type
- 2
- Location
- Mayfield Village, OH
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $6,122,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20240521093944NAL0002344929001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,122,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,122,913
- Net assets (BOY)
- $4,225,412
Income & contributions
- Employer contributions
- $256,906
- Participant contributions
- $664,796
- Total income / additions
- $2,177,980
Expenses & distributions
- Benefits paid
- $271,592
- Administrative expenses
- $7,852
- Total expenses
- $280,479
- Net increase / (decrease)
- $1,897,501
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.