Marshall Electronics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Marshall Electronics, 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, Marshall Electronics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Marshall Electronics, Inc. under EIN 95-3563611 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $10,920,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshall Electronics, Inc.
- EIN
- 95-3563611
- Plan number
- 001
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $10,920,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20240924162009NAL0013043809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,920,464
- Net assets (EOY)
- $10,920,464
- Net assets (BOY)
- $9,519,768
Income & contributions
- Employer contributions
- $143,807
- Participant contributions
- $310,934
- Total contributions
- $537,401
- Total income / additions
- $2,069,140
Expenses & distributions
- Benefits paid
- $632,124
- Administrative expenses
- $36,320
- Total expenses
- $668,444
- Net increase / (decrease)
- $1,400,696
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $14,057 | $0 | 2023 |
| Bancwest Investment Services Inc | INVESTMENT ADVISORY PLAN | $8,709 | $0 | 2023 |
| Fiduciary Outsourcing, LLC | PLAN ADMINISTRATOR | $8,112 | $0 | 2023 |
| Fiduciary Outsourcing, LLC | RECORDKEEPER | $2,280 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marshall Electronics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Transamerica Retirement Solutions, — Schedule C compensation
- Bancwest Investment Services Inc — Schedule C compensation
- Fiduciary Outsourcing, LLC — Schedule C compensation