2023 Form 5500 filing — Mark Vii Equipment Inc. 401(K) Profit Sharing Plan And Trust
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 20240909110947NAL0005402481001) for Mark Vii Equipment Inc. 401(K) Profit Sharing Plan And Trust, reported by Mark Vii Equipment Inc. under EIN 20-4119372 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909110947NAL0005402481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mark Vii Equipment Inc.
- EIN
- 20-4119372
- Plan number
- 001
- Location
- Arvada, CO
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,074,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,074,475
- Employer contributions
- $292,730
- Participant contributions
- $881,625
- Total income / additions
- $2,480,289
- Benefits paid
- $1,340,155
- Administrative expenses
- $74,431
- Total expenses
- $1,432,955
- Net increase / (decrease)
- $1,047,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $24,832 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $21,415 | not reported in the loaded dataset |
| Ascensus Holdings Incdba Futureplan | CONTRACT ADMIN | $19,135 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $6,945 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | OTHER | $7 | not reported in the loaded dataset |