2023 Form 5500 filing — Marquez Brothers International, Inc. And Affiliates 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 20240920094358NAL0007244545001) for Marquez Brothers International, Inc. And Affiliates 401(K) Plan, reported by Marquez Brothers International, Inc. under EIN 94-2789431 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920094358NAL0007244545001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Marquez Brothers International, Inc.
- EIN
- 94-2789431
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,933,718
- Total liabilities (EOY)
- $169,757
- Net assets (EOY)
- $12,763,961
- Employer contributions
- $114,283
- Participant contributions
- $839,165
- Total income / additions
- $2,542,578
- Benefits paid
- $281,631
- Administrative expenses
- $116,705
- Total expenses
- $568,093
- Net increase / (decrease)
- $1,974,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insr Co | RECORDKEEPER | $72,789 | $0 |
| Mesirow Financial, Inc. | ADVISORY | $25,556 | not reported in the loaded dataset |
| Silicon Valley Accountancy Corp | AUDITOR | $18,360 | not reported in the loaded dataset |