Marquardt Memorial Manor, Inc. Savings Plan — Form 5500 plan (Marquardt Memorial Manor, 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, Marquardt Memorial Manor, Inc. Savings Plan is a benefit plan reported by Marquardt Memorial Manor, Inc. under EIN 39-1126946 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $13,093,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marquardt Memorial Manor, Inc.
- EIN
- 39-1126946
- Plan number
- 001
- Plan type
- 3
- Location
- Watertown, WI
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $13,093,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241015105314NAL0014434531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,093,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,093,256
- Net assets (BOY)
- $9,336,690
Income & contributions
- Employer contributions
- $391,868
- Participant contributions
- $1,262,462
- Total contributions
- $3,739,937
- Total income / additions
- $5,350,546
Expenses & distributions
- Benefits paid
- $1,502,101
- Administrative expenses
- $78,174
- Total expenses
- $1,593,980
- Net increase / (decrease)
- $3,756,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America Advisors | RIA | $33,919 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co. Usa | RECORDKEEPER | $32,732 | $0 | 2023 |
| Ppg Retirement Plan Services | CONTRACT ADMIN | $11,523 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marquardt Memorial Manor, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Watertown, WI
- Securities America Advisors — Schedule C compensation
- John Hancock Life Insurance Co. Usa — Schedule C compensation
- Ppg Retirement Plan Services — Schedule C compensation