Marich Confectionery Company 401(K) Plan — Form 5500 plan (Marich Confectionery Company)
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, Marich Confectionery Company 401(K) Plan is a benefit plan reported by Marich Confectionery Company under EIN 77-0020098 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $8,218,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marich Confectionery Company
- EIN
- 77-0020098
- Plan number
- 001
- Plan type
- 2
- Location
- Hollister, CA
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $8,218,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20250724191140NAL0002993267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,218,807
- Net assets (EOY)
- $8,218,807
- Net assets (BOY)
- $7,455,322
Income & contributions
- Employer contributions
- $114,869
- Participant contributions
- $502,721
- Total contributions
- $617,590
- Total income / additions
- $1,780,127
Expenses & distributions
- Benefits paid
- $999,082
- Administrative expenses
- $11,848
- Total expenses
- $1,016,642
- Net increase / (decrease)
- $763,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | INVESTMENT ADVISOR | $22,894 | not reported in the loaded dataset | 2023 |
| Plan Design Consultants | THIRD PARTY ADMINISTRATOR | $10,120 | $3,808 | 2023 |