Market Resource Partners Retirement Savings Plan — Form 5500 plan (Market Resource Partners LLC)
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, Market Resource Partners Retirement Savings Plan is a benefit plan reported by Market Resource Partners LLC under EIN 45-0474173 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $20,079,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Market Resource Partners LLC
- EIN
- 45-0474173
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $20,079,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20241014123233NAL0014925555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,079,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,079,024
- Net assets (BOY)
- $16,372,382
Income & contributions
- Employer contributions
- $674,877
- Participant contributions
- $2,384,711
- Total contributions
- $3,891,153
- Total income / additions
- $6,695,447
Expenses & distributions
- Benefits paid
- $2,832,408
- Administrative expenses
- $153,386
- Total expenses
- $2,988,805
- Net increase / (decrease)
- $3,706,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meridian Wealth Partners LLC | RIA | $80,880 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |