2023 Form 5500 filing — Mark Iii Construction, Inc. 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 20241014131145NAL0014978371001) for Mark Iii Construction, Inc. 401(K) Plan, reported by Mark Iii Construction, Inc. under EIN 27-0998726 and plan number 002. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131145NAL0014978371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mark Iii Construction, Inc.
- EIN
- 27-0998726
- Plan number
- 002
- Location
- Sacramento, CA
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,279,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,279,790
- Employer contributions
- $193,690
- Participant contributions
- $821,628
- Total income / additions
- $2,700,407
- Benefits paid
- $1,768,974
- Administrative expenses
- $62,348
- Total expenses
- $1,891,594
- Net increase / (decrease)
- $808,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,569 | $0 |
| Cambridge Investment Research Inc | BROKER/ADVISER | $0 | $21,698 |
| Bfba Llp | AUDITOR | $9,500 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,392 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,887 | not reported in the loaded dataset |