2023 Form 5500 filing — Marsh Automotive Group 401(K) Plan & Trust
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 20241015150804NAL0050092912001) for Marsh Automotive Group 401(K) Plan & Trust, reported by Marsh Automotive Group under EIN 38-3260370 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150804NAL0050092912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marsh Automotive Group
- EIN
- 38-3260370
- Plan number
- 001
- Location
- Traverse City, MI
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,157,156
- Total liabilities (EOY)
- $29,033
- Net assets (EOY)
- $19,128,123
- Employer contributions
- $212,662
- Participant contributions
- $804,797
- Total income / additions
- $4,175,807
- Benefits paid
- $1,947,339
- Administrative expenses
- $77,161
- Total expenses
- $2,024,500
- Net increase / (decrease)
- $2,151,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | ADVISOR | $37,355 | not reported in the loaded dataset |
| Sentinel Benefits Group, Inc. | TPA | $31,891 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $7,915 | not reported in the loaded dataset |