2023 Form 5500 filing — Marketing By Design, 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 20241001100019NAL0006896225001) for Marketing By Design, LLC 401(K) Plan, reported by Marketing By Design, LLC under EIN 26-3437380 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001100019NAL0006896225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marketing By Design, LLC
- EIN
- 26-3437380
- Plan number
- 001
- Location
- Beverly, MA
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,779,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,779,451
- Employer contributions
- $220,605
- Participant contributions
- $411,209
- Total income / additions
- $1,637,279
- Benefits paid
- $277,631
- Administrative expenses
- $2,100
- Total expenses
- $279,731
- Net increase / (decrease)
- $1,357,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc | OTHER FEES | $0 | $14,915 |
| Angell Pension Group | OTHER SERVICES | $0 | $2,892 |