Richard D Marks Professional Corp — 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, Richard D Marks Professional Corp (EIN 95-4326573) is a plan sponsor located in Westlake Village, CA 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
95-4326573
Location
Westlake Village, CA
Loaded plans
1
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 Richard D Marks Professional Corp

  • 1 loaded plans hold $0 in reported assets.
  • Plans cover 4 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.9MSummed across loaded plans$2,933,402
Total reported assets$0
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Contributions & income
Total income / additions$406.3K
Expenses & distributions
Benefits paid / distributions$12.2K
Total expenses$29.5K
Net increase / (decrease)$376.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Participants per plan4Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Richard D Marks Professional Corp. Open one for its full reported snapshot.

  1. 2023
    Richard D Marks Professional Corp Profit Sharing Plan & Trust4 participants · 2Sch I
    View filing →
  2. 2023
    Richard D Marks Professional Corp Profit Sharing Plan & Trust3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Richard D Marks Professional Corp report on Form 5500?
Richard D Marks Professional Corp (EIN 95-4326573) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Richard D Marks Professional Corp?
The Employer Identification Number (EIN) reported for Richard D Marks Professional Corp is 95-4326573.
What is the latest Form 5500 filing year for Richard D Marks Professional Corp?
The latest loaded Form 5500 filing year for Richard D Marks Professional Corp is 2023.

Related Form 5500 pages