Plan5500

Marx Okubo Associates, Ltd. — 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, Marx Okubo Associates, Ltd. (EIN 84-0887811) is a plan sponsor located in Denver, CO 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
84-0887811
Location
Denver, CO
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Marx Okubo Associates, Ltd.

  • 3 loaded plans hold $56.9M in reported assets.
  • The largest, Marx/Okubo Associates, Ltd. 401(K) Profit Sharing Plan And Trust, holds 58% of this company's reported plan assets.
  • Plans cover 733 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$53.9MSummed across loaded plans$53,928,332
Total reported assets$56.9M$56,878,612
Total reported participants733
Total reported liabilities$3M$2,950,280

Reported net position

Reported assets = net assets + liabilities (summed)$56.9M total assets
Net assets$53.9MLiabilities$3M
Contributions & income
Employer contributions$2M
Participant contributions$2.5M
Total income / additions$9.5M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.2M
Net increase / (decrease)$5.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets58%Marx/Okubo Associates, Ltd. 401(K) Profit Sharing Plan And Trust
Participants per plan244Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Marx/Okubo Associates, Ltd. 401(K) Profit Sharing Plan And Trust$33.1M
    Plan #001 · 309 participants · 2023
  2. 2
    Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan$23.8M
    Plan #002 · 213 participants · 2023
  3. 3
    Marx Okubo Wrap Plannot reported in the loaded dataset
    Plan #501 · 211 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Marx Okubo Associates, Ltd.. Open one for its full reported snapshot.

  1. 2023
    Marx Okubo Wrap Plan211 participants · 2No schedules
    View filing →
  2. 2023
    Marx/Okubo Associates, Ltd. 401(K) Profit Sharing Plan And Trust309 participants · 2Sch HSch C
    View filing →
  3. 2023
    Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan213 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Marx Okubo Associates, Ltd. report on Form 5500?
Marx Okubo Associates, Ltd. (EIN 84-0887811) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Marx Okubo Associates, Ltd.?
The Employer Identification Number (EIN) reported for Marx Okubo Associates, Ltd. is 84-0887811.
What is the latest Form 5500 filing year for Marx Okubo Associates, Ltd.?
The latest loaded Form 5500 filing year for Marx Okubo Associates, Ltd. is 2023.

Related Form 5500 pages