Preparing 4 Tomorrow 401(K) Plan — Form 5500 plan (Marrick Medical Financial, 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, Preparing 4 Tomorrow 401(K) Plan is a benefit plan reported by Marrick Medical Financial, LLC under EIN 20-8059557 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $4,045,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marrick Medical Financial, LLC
- EIN
- 20-8059557
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $4,045,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241009144219NAL0019454881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,045,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,045,251
- Net assets (BOY)
- $3,229,420
Income & contributions
- Employer contributions
- $353,999
- Participant contributions
- $645,334
- Total contributions
- $1,004,454
- Total income / additions
- $1,620,337
Expenses & distributions
- Benefits paid
- $745,651
- Administrative expenses
- $58,855
- Total expenses
- $804,506
- Net increase / (decrease)
- $815,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISORY-PLAN | $25,675 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $20,908 | $0 | 2023 |
| Raymond James Financial Services In | INVESTMENT ADVISORY-PLAN | $5,164 | not reported in the loaded dataset | 2023 |
| Sma Services, Inc. | RECORDKEEPER | $3,425 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marrick Medical Financial, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greenwood Village, CO
- Rbc Capital Markets LLC — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation
- Raymond James Financial Services In — Schedule C compensation
- Sma Services, Inc. — Schedule C compensation