Marsh Automotive Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Marsh Automotive Group (EIN 38-3260370) is a plan sponsor located in Traverse City, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-3260370
Location
Traverse City, MI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,157,156
Total reported liabilities (EOY)
$29,033
Total reported net assets (EOY)
$19,128,123

Contributions & income

Employer contributions
$212,662
Participant contributions
$804,797
Total income / additions
$4,175,807

Expenses & distributions

Benefits paid / distributions
$1,947,339
Total expenses
$2,024,500
Net increase / (decrease)
$2,151,307

Coverage

Total reported participants
345
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Marsh Automotive Group plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Marsh Automotive Group 401(K) Plan & Trust001345$19,157,1562023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Marsh Automotive Group
YearPlanParticipantsSchedulesFiling
2023Marsh Automotive Group 401(K) Plan & Trust345H, C20241015150804NAL0050092912001

Related Form 5500 pages