Marcus & Millichap, Inc. 401(K) Plan — Form 5500 plan (Marcus & Millichap, 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, Marcus & Millichap, Inc. 401(K) Plan is a benefit plan reported by Marcus & Millichap, Inc. under EIN 35-2478370 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,139 participants and $53,967,179 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marcus & Millichap, Inc.
EIN
35-2478370
Plan number
001
Plan type
2
Location
Calabasas, CA
Latest filing year
2023
Participants
1,139
End-of-year plan assets
$53,967,179

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,139H, C20240916172046NAL0003347584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,967,179
Total liabilities (EOY)
$0
Net assets (EOY)
$53,967,179
Net assets (BOY)
$45,270,237

Income & contributions

Employer contributions
$978,356
Participant contributions
$5,003,335
Total contributions
$6,115,226
Total income / additions
$14,586,163

Expenses & distributions

Benefits paid
$5,877,059
Administrative expenses
$12,162
Total expenses
$5,889,221
Net increase / (decrease)
$8,696,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages