Plan5500

Markquart, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Markquart, 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, Markquart, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Markquart, Inc. under EIN 39-1391993 and plan number 001. The latest loaded filing year is 2023. The filing reports 492 participants and $27,687,984 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Markquart, Inc.
EIN
39-1391993
Plan number
001
Plan type
3
Location
Eau Claire, WI
Latest filing year
2023
Participants
492
End-of-year plan assets
$27,687,984

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023492H, C20241011153740NAL0022243617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,687,984
Total liabilities (EOY)
$48,978
Net assets (EOY)
$27,639,006
Net assets (BOY)
$22,458,645

Income & contributions

Employer contributions
$501,041
Participant contributions
$1,864,924
Total contributions
$2,400,732
Total income / additions
$6,317,800

Expenses & distributions

Benefits paid
$948,955
Administrative expenses
$180,782
Total expenses
$1,137,439
Net increase / (decrease)
$5,180,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wipfli LlpRECORDKEEPER$134,067not reported in the loaded dataset2023
Orgel Wealth ManagementINVESTMENT ADVISOR$45,507not reported in the loaded dataset2023

Related Form 5500 pages