2023 Form 5500 filing — Preparing 4 Tomorrow 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 20241009144219NAL0019454881001) for Preparing 4 Tomorrow 401(K) Plan, reported by Marrick Medical Financial, LLC under EIN 20-8059557 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144219NAL0019454881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marrick Medical Financial, LLC
- EIN
- 20-8059557
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,045,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,045,251
- Employer contributions
- $353,999
- Participant contributions
- $645,334
- Total income / additions
- $1,620,337
- Benefits paid
- $745,651
- Administrative expenses
- $58,855
- Total expenses
- $804,506
- Net increase / (decrease)
- $815,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISORY-PLAN | $25,675 | not reported in the loaded dataset |
| Transamerica Financial Life Insuran | RECORDKEEPER | $20,908 | $0 |
| Raymond James Financial Services In | INVESTMENT ADVISORY-PLAN | $5,164 | not reported in the loaded dataset |
| Sma Services, Inc. | RECORDKEEPER | $3,425 | $0 |