Plan5500

Marcum Llp 401(K) Plan — Form 5500 plan (Marcum Llp)

Plain-English plan 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, Marcum Llp 401(K) Plan is a benefit plan reported by Marcum Llp under EIN 11-1986323 and plan number 006. The latest loaded filing year is 2023. The filing reports 4,923 participants and $557,971,013 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marcum Llp
EIN
11-1986323
Plan number
006
Plan type
2
Location
Melville, NY
Latest filing year
2023
Participants
4,923
End-of-year plan assets
$557,971,013

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,923H, C20240926084127NAL0000246051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$557,971,013
Total liabilities (EOY)
$0
Net assets (EOY)
$557,971,013
Net assets (BOY)
$434,865,476

Income & contributions

Employer contributions
$14,273,796
Participant contributions
$35,134,512
Total contributions
$58,131,851
Total income / additions
$139,576,183

Expenses & distributions

Benefits paid
$29,566,921
Administrative expenses
$271,915
Total expenses
$29,850,461
Net increase / (decrease)
$109,725,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$235,652$02023
Hub InternationalNONE$21,305not reported in the loaded dataset2023
Kahn Litwin Renza & Co LtdNONE$18,450not reported in the loaded dataset2023

Related Form 5500 pages