Marshall Excelsior Company 401(K) Plan — Form 5500 plan (Marshall Excelsior Company)
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, Marshall Excelsior Company 401(K) Plan is a benefit plan reported by Marshall Excelsior Company under EIN 38-2155581 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $5,460,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshall Excelsior Company
- EIN
- 38-2155581
- Plan number
- 001
- Plan type
- 2
- Location
- Marshall, MI
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $5,460,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20240724051743NAL0007924947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,460,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,460,770
- Net assets (BOY)
- $4,209,310
Income & contributions
- Employer contributions
- $372,151
- Participant contributions
- $775,394
- Total contributions
- $1,228,399
- Total income / additions
- $2,030,589
Expenses & distributions
- Benefits paid
- $766,062
- Administrative expenses
- $9,874
- Total expenses
- $779,129
- Net increase / (decrease)
- $1,251,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,873 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Fsc Securities Corp | ADVISOR | $0 | $0 | 2023 |