2023 Form 5500 filing — Marshall Farms Group Ltd 401(K) Profit Sharing 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 20241003154051NAL0010794113001) for Marshall Farms Group Ltd 401(K) Profit Sharing Plan, reported by Marshall Farms Group Ltd under EIN 16-0887304 and plan number 001. It reports 375 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)$69MReported net assets$68,985,270
Participants375
Provider compensation$130.4K2 Schedule C row(s)$130,351
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003154051NAL0010794113001
- Plan sponsor
- Marshall Farms Group Ltd
- EIN
- 16-0887304
- Plan number
- 001
- Location
- North Rose, NY
- 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)$69M total assets
Net assets$69MLiabilities$0
Full reported line items
- Total assets (EOY)
- $68,985,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,985,270
- Employer contributions
- $2,772,039
- Participant contributions
- $1,195,908
- Total income / additions
- $13,803,252
- Benefits paid
- $4,065,288
- Administrative expenses
- $130,351
- Total expenses
- $4,192,156
- Net increase / (decrease)
- $9,611,096
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $121,310 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $9,041 | $0 |