Mar-Bal, Inc. Retirement Savings Plan — Form 5500 plan (Mar-Bal, Inc.)
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, Mar-Bal, Inc. Retirement Savings Plan is a benefit plan reported by Mar-Bal, Inc. under EIN 34-1059601 and plan number 004. The latest loaded filing year is 2023. The filing reports 627 participants and $17,158,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mar-Bal, Inc.
- EIN
- 34-1059601
- Plan number
- 004
- Plan type
- 2
- Location
- Chagrin Falls, OH
- Latest filing year
- 2023
- Participants
- 627
- End-of-year plan assets
- $17,158,294
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 627 | H, C | 20241014082429NAL0025720769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,158,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,158,294
- Net assets (BOY)
- $13,541,633
Income & contributions
- Employer contributions
- $522,048
- Participant contributions
- $1,129,894
- Total contributions
- $2,116,782
- Total income / additions
- $4,288,216
Expenses & distributions
- Benefits paid
- $558,508
- Administrative expenses
- $106,982
- Total expenses
- $671,555
- Net increase / (decrease)
- $3,616,661
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $104,405 | $0 | 2023 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $36,518 | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $0 | $10,000 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $6,515 | not reported in the loaded dataset | 2023 |
| Cuini And Panichi Inc. | AUDITOR | $3,300 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mar-Bal, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Chagrin Falls, OH
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Ameriprise Financial Services LLC — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Cuini And Panichi Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation