Marquis Companies I, Inc. — 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, Marquis Companies I, Inc. (EIN 93-1054024) is a plan sponsor located in Milwaukie, OR with 2 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
93-1054024
Location
Milwaukie, OR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$72,293,021
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$72,293,021

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
5,310
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

Marquis Companies I, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Marquis 401(K) Savings Plan0013,886$72,293,0212023
Marquis Companies I, Inc. Health And Welfare Benefit Plan5021,424not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Marquis Companies I, Inc.
YearPlanParticipantsSchedulesFiling
2023The Marquis 401(K) Savings Plan3,886H, C20241014175917NAL0028041201001
2023Marquis Companies I, Inc. Health And Welfare Benefit Plan1,42420250123090738NAL0005803601001

Related Form 5500 pages