2023 Form 5500 filing — The Marquis 401(K) Savings 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 20241014175917NAL0028041201001) for The Marquis 401(K) Savings Plan, reported by Marquis Companies I, Inc. under EIN 93-1054024 and plan number 001. It reports 3,886 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175917NAL0028041201001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Marquis Companies I, Inc.
- EIN
- 93-1054024
- Plan number
- 001
- Location
- Milwaukie, OR
- Participants
- 3,886
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,293,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,293,021
- Employer contributions
- $909,685
- Participant contributions
- $6,647,475
- Total income / additions
- $17,475,295
- Benefits paid
- $5,247,982
- Administrative expenses
- $257,536
- Total expenses
- $5,567,030
- Net increase / (decrease)
- $11,908,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $171,863 | $0 |
| Naviquant | INVESTMENT ADVISOR | $45,673 | not reported in the loaded dataset |
| Financial Advocates Investment Mana | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |