Marketbridge Corp. 401(K) Ps Plan — Form 5500 plan (Marketbridge Corp.)
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, Marketbridge Corp. 401(K) Ps Plan is a benefit plan reported by Marketbridge Corp. under EIN 52-1729244 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $10,808,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marketbridge Corp.
- EIN
- 52-1729244
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $10,808,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20250424105958NAL0004632259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,808,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,808,986
- Net assets (BOY)
- $8,500,886
Income & contributions
- Employer contributions
- $289,403
- Participant contributions
- $848,777
- Total contributions
- $1,170,037
- Total income / additions
- $2,837,215
Expenses & distributions
- Benefits paid
- $482,013
- Administrative expenses
- $47,102
- Total expenses
- $529,115
- Net increase / (decrease)
- $2,308,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Financial | NONE | $20,766 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $17,583 | $0 | 2023 |
| Creative Planning. | NONE | $8,753 | not reported in the loaded dataset | 2023 |