Gen3 Marketing, LLC 401(K) Plan — Form 5500 plan (Gen3 Marketing, 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, Gen3 Marketing, LLC 401(K) Plan is a benefit plan reported by Gen3 Marketing, LLC under EIN 20-5304445 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $5,879,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gen3 Marketing, LLC
- EIN
- 20-5304445
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Bell, PA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $5,879,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20240911103957NAL0003577187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,879,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,879,472
- Net assets (BOY)
- $4,437,968
Income & contributions
- Employer contributions
- $280,780
- Participant contributions
- $441,029
- Total contributions
- $761,864
- Total income / additions
- $1,645,863
Expenses & distributions
- Benefits paid
- $150,651
- Administrative expenses
- $53,360
- Total expenses
- $204,359
- Net increase / (decrease)
- $1,441,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | SERVICE PROVIDER | $24,358 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $18,286 | not reported in the loaded dataset | 2023 |
| Mand Marblestone Group LLC | THIRD PARTY ADMINISTRATO | $10,715 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gen3 Marketing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Blue Bell, PA
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Mand Marblestone Group LLC — Schedule C compensation