2023 Form 5500 filing — Marki Microwave Retirement 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 20241008195356NAL0018237921001) for Marki Microwave Retirement Plan, reported by Marki Microwave, Inc. under EIN 77-0293928 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008195356NAL0018237921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marki Microwave, Inc.
- EIN
- 77-0293928
- Plan number
- 001
- Location
- Morgan Hill, CA
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,868,271
- Total liabilities (EOY)
- $25,168
- Net assets (EOY)
- $19,843,103
- Employer contributions
- $375,339
- Participant contributions
- $1,382,288
- Total income / additions
- $4,719,655
- Benefits paid
- $1,896,214
- Administrative expenses
- $54,659
- Total expenses
- $1,950,873
- Net increase / (decrease)
- $2,768,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Avenue Securities | ADVISOR | $35,670 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,607 | $0 |