Marcal South 401(K) Plan — Form 5500 plan (Marcal South, 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, Marcal South 401(K) Plan is a benefit plan reported by Marcal South, LLC under EIN 88-4339359 and plan number 001. The latest loaded filing year is 2023. The filing reports 761 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marcal South, LLC
- EIN
- 88-4339359
- Plan number
- 001
- Plan type
- 2
- Location
- Elmwood Park, NJ
- Latest filing year
- 2023
- Participants
- 761
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 761 | H, C | 20250501205309NAL0003746817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $9,570,344
Income & contributions
- Employer contributions
- $741,042
- Participant contributions
- $1,073,570
- Total contributions
- $1,833,909
- Total income / additions
- $3,141,895
Expenses & distributions
- Benefits paid
- $3,130,149
- Administrative expenses
- $72,399
- Total expenses
- $3,212,839
- Net increase / (decrease)
- -$70,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Qualified Plan Administrators, Inc. | CONTRACT ADMINISTRATOR | $33,516 | $613 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,427 | $0 | 2023 |
| Truog-Ryding Company Inc | CONTRACT ADMINISTRATOR | $9,465 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,974 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,640 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marcal South, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Elmwood Park, NJ
- Qualified Plan Administrators, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Truog-Ryding Company Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation