Plan5500

Marsh Automotive Group 401(K) Plan & Trust — Form 5500 plan (Marsh Automotive Group)

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, Marsh Automotive Group 401(K) Plan & Trust is a benefit plan reported by Marsh Automotive Group under EIN 38-3260370 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $19,157,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marsh Automotive Group
EIN
38-3260370
Plan number
001
Plan type
2
Location
Traverse City, MI
Latest filing year
2023
Participants
345
End-of-year plan assets
$19,157,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20241015150804NAL0050092912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,157,156
Total liabilities (EOY)
$29,033
Net assets (EOY)
$19,128,123
Net assets (BOY)
$16,976,816

Income & contributions

Employer contributions
$212,662
Participant contributions
$804,797
Total contributions
$1,026,481
Total income / additions
$4,175,807

Expenses & distributions

Benefits paid
$1,947,339
Administrative expenses
$77,161
Total expenses
$2,024,500
Net increase / (decrease)
$2,151,307

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Financial AdvisorsADVISOR$37,355not reported in the loaded dataset2023
Sentinel Benefits Group, Inc.TPA$31,891not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$7,915not reported in the loaded dataset2023

Related Form 5500 pages