2023 Form 5500 filing — Marshall Industries, Inc. Employee Stock Ownership 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 20241015130609NAL0016450339001) for Marshall Industries, Inc. Employee Stock Ownership Plan, reported by Marshall Industries, Inc. under EIN 87-0310328 and plan number 002. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,151,397
Participants102
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015130609NAL0016450339001
Plan sponsor
Marshall Industries, Inc.
EIN
87-0310328
Plan number
002
Location
Salt Lake City, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities
Money in vs. money out
Total income / additions$484.8K
Total expenses$82.8K
Benefits paid / distributions$82.8K
Contributions
Employer$350K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,151,397
Net assets (EOY)
$6,151,397
Employer contributions
$350,000
Total income / additions
$484,812
Benefits paid
$82,816
Total expenses
$82,816
Net increase / (decrease)
$401,996

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015130609NAL0016450339001 cover?
It is the 2023 Form 5500 filing for Marshall Industries, Inc. Employee Stock Ownership Plan, reported by Marshall Industries, Inc. (EIN 87-0310328).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages