2023 Form 5500 filing — Marcum Wealth 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240521093944NAL0002344929001) for Marcum Wealth 401k Plan, reported by Marcum Wealth, LLC under EIN 20-2317470 and plan number 001. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240521093944NAL0002344929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marcum Wealth, LLC
- EIN
- 20-2317470
- Plan number
- 001
- Location
- Mayfield Village, OH
- Participants
- 65
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,122,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,122,913
- Employer contributions
- $256,906
- Participant contributions
- $664,796
- Total income / additions
- $2,177,980
- Benefits paid
- $271,592
- Administrative expenses
- $7,852
- Total expenses
- $280,479
- Net increase / (decrease)
- $1,897,501
- Schedule source
- Schedule I