Marathon Coach, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Marathon Coach, 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, Marathon Coach, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Marathon Coach, Inc. under EIN 93-1104323 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $7,197,538 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marathon Coach, Inc.
EIN
93-1104323
Plan number
001
Plan type
2
Location
Coburg, OR
Latest filing year
2023
Participants
258
End-of-year plan assets
$7,197,538

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20241010153814NAL0041369154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,197,538
Total liabilities (EOY)
$3,021
Net assets (EOY)
$7,194,517
Net assets (BOY)
$6,229,287

Income & contributions

Employer contributions
$101,175
Participant contributions
$371,433
Total contributions
$472,608
Total income / additions
$1,401,902

Expenses & distributions

Benefits paid
$381,241
Administrative expenses
$55,431
Total expenses
$436,672
Net increase / (decrease)
$965,230

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Zuna, LLCINVESTMENT ADVISOR$16,656not reported in the loaded dataset2023
John Hancock Life Insurace CompanyRECORDKEEPER$1,797$02023

Related Form 5500 pages