2023 Form 5500 filing — Marsh Saldana, Inc. Salary 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 20241015153015NAL0016756995001) for Marsh Saldana, Inc. Salary Savings Plan, reported by Marsh Saldana, Inc. under EIN 66-0307769 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153015NAL0016756995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marsh Saldana, Inc.
- EIN
- 66-0307769
- Plan number
- 001
- Location
- Guaynabo, PR
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,271,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,271,606
- Employer contributions
- $303,991
- Participant contributions
- $510,524
- Total income / additions
- $3,000,018
- Benefits paid
- $618,131
- Administrative expenses
- $122,097
- Total expenses
- $740,228
- Net increase / (decrease)
- $2,259,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $106,321 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,970 | $0 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $10,000 |