Presence Marketing, LLC Retirement Plan — Form 5500 plan (Presence Marketing, 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, Presence Marketing, LLC Retirement Plan is a benefit plan reported by Presence Marketing, LLC under EIN 36-3706401 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $47,917,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Presence Marketing, LLC
- EIN
- 36-3706401
- Plan number
- 001
- Plan type
- 2
- Location
- South Barrington, IL
- Latest filing year
- 2023
- Participants
- 554
- End-of-year plan assets
- $47,917,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 554 | H, C | 20241013111851NAL0024719585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,917,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,917,187
- Net assets (BOY)
- $39,259,696
Income & contributions
- Employer contributions
- $1,209,744
- Participant contributions
- $2,736,685
- Total contributions
- $4,163,187
- Total income / additions
- $11,054,216
Expenses & distributions
- Benefits paid
- $2,307,348
- Administrative expenses
- $56,314
- Total expenses
- $2,396,725
- Net increase / (decrease)
- $8,657,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $166,149 | 2023 |
| Adp, Inc. | RECORD KEEPER | $47,214 | $0 | 2023 |
| Callero & Callero Llp | ACCOUNTANT | $9,100 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Presence Marketing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in South Barrington, IL
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Callero & Callero Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation