2023 Form 5500 filing — Marketvision 401(K) 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 20240828051103NAL0006632707001) for Marketvision 401(K) Plan, reported by Marketvision Research, Inc. under EIN 31-1081333 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$34.1MReported net assets$34,068,199
Participants209
Provider compensation$41K3 Schedule C row(s)$41,020
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828051103NAL0006632707001
Plan sponsor
Marketvision Research, Inc.
EIN
31-1081333
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$34.1M total assets
Net assets$34.1MLiabilities$0
Money in vs. money out
Total income / additions$8.1M
Total expenses$1M
Benefits paid / distributions$941.1K
Contributions
Employer$442.6K
Participant$1.9M
Full reported line items
Total assets (EOY)
$34,068,199
Total liabilities (EOY)
$0
Net assets (EOY)
$34,068,199
Employer contributions
$442,602
Participant contributions
$1,875,690
Total income / additions
$8,114,468
Benefits paid
$941,085
Administrative expenses
$90,020
Total expenses
$1,031,529
Net increase / (decrease)
$7,082,939

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$31,920$0
Barnes Dennig & Co.,LtdACCOUNTANT$9,100$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages