Marketing Alliance Group 401k Retirement Plan — Form 5500 plan (Marketing Alliance Group, 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, Marketing Alliance Group 401k Retirement Plan is a benefit plan reported by Marketing Alliance Group, Inc. under EIN 58-2369193 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,154 participants and $18,276,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marketing Alliance Group, Inc.
EIN
58-2369193
Plan number
001
Plan type
2
Location
Dalton, GA
Latest filing year
2023
Participants
1,154
End-of-year plan assets
$18,276,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,154H, C20240820151437NAL0004422272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,276,644
Total liabilities (EOY)
$0
Net assets (EOY)
$18,276,644
Net assets (BOY)
$15,833,125

Income & contributions

Employer contributions
$548,196
Participant contributions
$2,110,735
Total contributions
$2,766,384
Total income / additions
$5,246,975

Expenses & distributions

Benefits paid
$2,679,698
Administrative expenses
$39,436
Total expenses
$2,803,456
Net increase / (decrease)
$2,443,519

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$39,435$02023
Sagepoint Financial IncOTHER SERVICES$0$7822023

Related Form 5500 pages