Marketstar 401(K) Plan — Form 5500 plan (Marketstar Qoz Business LLC)

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, Marketstar 401(K) Plan is a benefit plan reported by Marketstar Qoz Business LLC under EIN 83-3522848 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,566 participants and $27,090,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marketstar Qoz Business LLC
EIN
83-3522848
Plan number
001
Plan type
2
Location
Ogden, UT
Latest filing year
2023
Participants
1,566
End-of-year plan assets
$27,090,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,566H, C20241015154053NAL0016781347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,090,612
Total liabilities (EOY)
$0
Net assets (EOY)
$27,090,612
Net assets (BOY)
$19,971,870

Income & contributions

Employer contributions
$1,812,792
Participant contributions
$3,053,840
Total contributions
$5,096,413
Total income / additions
$9,104,749

Expenses & distributions

Benefits paid
$1,816,317
Administrative expenses
$102,454
Total expenses
$1,986,007
Net increase / (decrease)
$7,118,742

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$63,433$02023
Kestra Advisory Services LLCINVESTMENT ADVISOR$52,597not reported in the loaded dataset2023

Related Form 5500 pages