Marek & Lanker, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Marek & Lanker, Llp)
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, Marek & Lanker, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Marek & Lanker, Llp under EIN 27-2956110 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $6,766,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marek & Lanker, Llp
- EIN
- 27-2956110
- Plan number
- 001
- Plan type
- 2
- Location
- Corvallis, OR
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $6,766,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240815151505NAL0013363825001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,766,018
- Net assets (EOY)
- $6,766,018
- Net assets (BOY)
- $5,478,409
Income & contributions
- Employer contributions
- $59,901
- Participant contributions
- $69,800
- Total income / additions
- $1,410,857
Expenses & distributions
- Benefits paid
- $123,248
- Total expenses
- $123,248
- Net increase / (decrease)
- $1,287,609
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.