2023 Form 5500 filing — Marquardt Memorial Manor, Inc. 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 20241015105314NAL0014434531001) for Marquardt Memorial Manor, Inc. Savings Plan, reported by Marquardt Memorial Manor, Inc. under EIN 39-1126946 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105314NAL0014434531001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Marquardt Memorial Manor, Inc.
- EIN
- 39-1126946
- Plan number
- 001
- Location
- Watertown, WI
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,093,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,093,256
- Employer contributions
- $391,868
- Participant contributions
- $1,262,462
- Total income / additions
- $5,350,546
- Benefits paid
- $1,502,101
- Administrative expenses
- $78,174
- Total expenses
- $1,593,980
- Net increase / (decrease)
- $3,756,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Advisors | RIA | $33,919 | not reported in the loaded dataset |
| John Hancock Life Insurance Co. Usa | RECORDKEEPER | $32,732 | $0 |
| Ppg Retirement Plan Services | CONTRACT ADMIN | $11,523 | not reported in the loaded dataset |