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, Marcus Thomas, LLC. Tax-Deferred Savings Plan is a benefit plan reported by Marcus Thomas, LLC under EIN 34-1535100 and plan number 002. The latest loaded filing year is 2023. The filing reports 261 participants and $29,940,676 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,940,676
- Total liabilities (EOY)
- $9,411
- Net assets (EOY)
- $29,931,265
- Net assets (BOY)
- $24,948,913
Income & contributions
- Employer contributions
- $158,156
- Participant contributions
- $1,403,342
- Total contributions
- $1,641,318
- Total income / additions
- $6,275,003
Expenses & distributions
- Benefits paid
- $1,261,318
- Administrative expenses
- $31,333
- Total expenses
- $1,292,651
- Net increase / (decrease)
- $4,982,352