2023 Form 5500 filing — Marshall Retail Group 401(K) Retirement 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 20250324164729NAL0019694224001) for Marshall Retail Group 401(K) Retirement Plan, reported by The Marshall Retail Group, LLC under EIN 56-2305713 and plan number 001. It reports 766 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324164729NAL0019694224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Marshall Retail Group, LLC
- EIN
- 56-2305713
- Plan number
- 001
- Location
- Las Vegas, NV
- Participants
- 766
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,921,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,921,400
- Employer contributions
- $277,621
- Participant contributions
- $985,956
- Total income / additions
- $2,996,047
- Benefits paid
- $1,511,054
- Administrative expenses
- $12,037
- Total expenses
- $1,587,733
- Net increase / (decrease)
- $1,408,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $60,790 | $0 |
| Lpl Financial LLC | BROKER/ADVISOR | $0 | $37,551 |
| The Retirement Advantage | CONTRACT ADMIN | $12,476 | not reported in the loaded dataset |
| Morningstar Inc Associates LLC | OTHER | $3,370 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,714 | not reported in the loaded dataset |