Marketing By Design, LLC 401(K) Plan — Form 5500 plan (Marketing By Design, 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, Marketing By Design, LLC 401(K) Plan is a benefit plan reported by Marketing By Design, LLC under EIN 26-3437380 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $6,779,451 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marketing By Design, LLC
EIN
26-3437380
Plan number
001
Plan type
2
Location
Beverly, MA
Latest filing year
2023
Participants
118
End-of-year plan assets
$6,779,451

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20241001100019NAL0006896225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,779,451
Total liabilities (EOY)
$0
Net assets (EOY)
$6,779,451
Net assets (BOY)
$5,421,903

Income & contributions

Employer contributions
$220,605
Participant contributions
$411,209
Total contributions
$632,372
Total income / additions
$1,637,279

Expenses & distributions

Benefits paid
$277,631
Administrative expenses
$2,100
Total expenses
$279,731
Net increase / (decrease)
$1,357,548

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit Services IncOTHER FEES$0$14,9152023
Angell Pension GroupOTHER SERVICES$0$2,8922023

Related Form 5500 pages