2023 Form 5500 filing — Marquardt Switches, Inc. 401(K) Profit Sharing Plan & 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 20241004053426NAL0005417843001) for Marquardt Switches, Inc. 401(K) Profit Sharing Plan & Trust, reported by Marquardt Switches, Inc. under EIN 16-1170424 and plan number 001. It reports 494 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)$27.5MReported net assets$27,503,424
Participants494
Provider compensation$67.6K3 Schedule C row(s)$67,575
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004053426NAL0005417843001
Plan sponsor
Marquardt Switches, Inc.
EIN
16-1170424
Plan number
001
Location
Cazenovia, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$27.5M total assets
Net assets$27.5MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$807.5K
Participant$2.2M
Full reported line items
Total assets (EOY)
$27,503,424
Total liabilities (EOY)
$0
Net assets (EOY)
$27,503,424
Employer contributions
$807,471
Participant contributions
$2,237,212
Total income / additions
$7,554,126
Benefits paid
$2,361,069
Administrative expenses
$67,575
Total expenses
$2,488,960
Net increase / (decrease)
$5,065,166
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $59.4K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $8.2K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004053426NAL0005417843001 cover?
It is the 2023 Form 5500 filing for Marquardt Switches, Inc. 401(K) Profit Sharing Plan & Trust, reported by Marquardt Switches, Inc. (EIN 16-1170424).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages