Marsh Saldana, Inc. Salary Savings Plan — Form 5500 plan (Marsh Saldana, 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, Marsh Saldana, Inc. Salary Savings Plan is a benefit plan reported by Marsh Saldana, Inc. under EIN 66-0307769 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $16,271,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marsh Saldana, Inc.
- EIN
- 66-0307769
- Plan number
- 001
- Plan type
- 2
- Location
- Guaynabo, PR
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $16,271,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241015153015NAL0016756995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,271,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,271,606
- Net assets (BOY)
- $14,011,816
Income & contributions
- Employer contributions
- $303,991
- Participant contributions
- $510,524
- Total contributions
- $814,515
- Total income / additions
- $3,000,018
Expenses & distributions
- Benefits paid
- $618,131
- Administrative expenses
- $122,097
- Total expenses
- $740,228
- Net increase / (decrease)
- $2,259,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $106,321 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,970 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marsh Saldana, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Guaynabo, PR
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation