Plan5500

Marion Body Works, Inc. Savings Plan — Form 5500 plan (Marion Body Works, 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, Marion Body Works, Inc. Savings Plan is a benefit plan reported by Marion Body Works, Inc. under EIN 39-1365073 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $16,784,398 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marion Body Works, Inc.
EIN
39-1365073
Plan number
002
Plan type
2
Location
Marion, WI
Latest filing year
2023
Participants
312
End-of-year plan assets
$16,784,398

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20241011092123NAL0022474609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,784,398
Total liabilities (EOY)
$0
Net assets (EOY)
$16,784,398
Net assets (BOY)
$15,145,491

Income & contributions

Employer contributions
$493,405
Participant contributions
$1,000,659
Total contributions
$1,692,450
Total income / additions
$4,168,934

Expenses & distributions

Benefits paid
$2,463,846
Administrative expenses
$66,181
Total expenses
$2,530,027
Net increase / (decrease)
$1,638,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$28,976$02023
Strategic Wealth PartnersADVISOR$27,751not reported in the loaded dataset2023
Charles Schwab BankTRUSTEE$9,454not reported in the loaded dataset2023

Related Form 5500 pages