Pro-Mark, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Pro-Mark, 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, Pro-Mark, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Pro-Mark, LLC under EIN 87-0290790 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $36,295,168 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pro-Mark, LLC
EIN
87-0290790
Plan number
001
Plan type
2
Location
North Salt Lake City, UT
Latest filing year
2023
Participants
348
End-of-year plan assets
$36,295,168

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023348H, C20241011175250NAL0012827715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,295,168
Total liabilities (EOY)
$0
Net assets (EOY)
$36,295,168
Net assets (BOY)
$33,568,461

Income & contributions

Employer contributions
$1,106,290
Participant contributions
$1,417,150
Total contributions
$3,203,911
Total income / additions
$8,110,719

Expenses & distributions

Benefits paid
$5,304,267
Administrative expenses
$79,745
Total expenses
$5,384,012
Net increase / (decrease)
$2,726,707

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$3,125$02023

Related Form 5500 pages