Plan5500

The Marquis 401(K) Savings Plan — Form 5500 plan (Marquis Companies I, 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, The Marquis 401(K) Savings Plan is a benefit plan reported by Marquis Companies I, Inc. under EIN 93-1054024 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,886 participants and $72,293,021 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marquis Companies I, Inc.
EIN
93-1054024
Plan number
001
Plan type
3
Location
Milwaukie, OR
Latest filing year
2023
Participants
3,886
End-of-year plan assets
$72,293,021

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,886H, C20241014175917NAL0028041201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,293,021
Total liabilities (EOY)
$0
Net assets (EOY)
$72,293,021
Net assets (BOY)
$60,384,756

Income & contributions

Employer contributions
$909,685
Participant contributions
$6,647,475
Total contributions
$8,870,210
Total income / additions
$17,475,295

Expenses & distributions

Benefits paid
$5,247,982
Administrative expenses
$257,536
Total expenses
$5,567,030
Net increase / (decrease)
$11,908,265

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$171,863$02023
NaviquantINVESTMENT ADVISOR$45,673not reported in the loaded dataset2023
Financial Advocates Investment ManaINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023

Related Form 5500 pages