2023 Form 5500 filing — Gen3 Marketing, LLC 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 20240911103957NAL0003577187001) for Gen3 Marketing, LLC 401(K) Plan, reported by Gen3 Marketing, LLC under EIN 20-5304445 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911103957NAL0003577187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gen3 Marketing, LLC
- EIN
- 20-5304445
- Plan number
- 001
- Location
- Blue Bell, PA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,879,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,879,472
- Employer contributions
- $280,780
- Participant contributions
- $441,029
- Total income / additions
- $1,645,863
- Benefits paid
- $150,651
- Administrative expenses
- $53,360
- Total expenses
- $204,359
- Net increase / (decrease)
- $1,441,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | SERVICE PROVIDER | $24,358 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $18,286 | not reported in the loaded dataset |
| Mand Marblestone Group LLC | THIRD PARTY ADMINISTRATO | $10,715 | not reported in the loaded dataset |