2023 Form 5500 filing — Marianna Industries, Inc. 401(K) Profit Sharing Plan And 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 20241210095519NAL0020696802001) for Marianna Industries, Inc. 401(K) Profit Sharing Plan And Trust, reported by Marianna Industries, Inc. 401(K) Profit Sharing Plan And Trust under EIN 47-0525539 and plan number 001. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210095519NAL0020696802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marianna Industries, Inc. 401(K) Profit Sharing Plan And Trust
- EIN
- 47-0525539
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,616,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,616,006
- Employer contributions
- $280,730
- Participant contributions
- $870,562
- Total income / additions
- $2,356,562
- Benefits paid
- $643,911
- Administrative expenses
- $53,606
- Total expenses
- $699,975
- Net increase / (decrease)
- $1,656,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,606 | $0 |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISORY | $0 | $18,118 |