The Marwin Company Retirement Savings Plan — Form 5500 plan (The Marwin Company, 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, The Marwin Company Retirement Savings Plan is a benefit plan reported by The Marwin Company, Inc. under EIN 57-0342727 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $2,148,169 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.1MPlan net assets, end of year$2,148,169
Participants298Covered participants reported
Assets / participant$7.2KComputed: assets ÷ participants$7,209 (computed)
Provider compensation$8.5K2 Schedule C provider row(s)$8,458
- Plan sponsor
- The Marwin Company, Inc.
- EIN
- 57-0342727
- Plan number
- 001
- Plan type
- 2
- Location
- West Columbia, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20250330205150NAL0005417473001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,148,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,148,169
- Net assets (BOY)
- $1,845,571
Income & contributions
- Employer contributions
- $119,257
- Participant contributions
- $281,224
- Total contributions
- $425,494
- Total income / additions
- $735,805
Expenses & distributions
- Benefits paid
- $419,147
- Administrative expenses
- $14,060
- Total expenses
- $433,207
- Net increase / (decrease)
- $302,598
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heritage Pension Advisors Inc | THIRD PARTY ADMINISTRATO | $0 | $8,458 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |