Marshall Farms Group Ltd 401(K) Profit Sharing Plan — Form 5500 plan (Marshall Farms Group Ltd)
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, Marshall Farms Group Ltd 401(K) Profit Sharing Plan is a benefit plan reported by Marshall Farms Group Ltd under EIN 16-0887304 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $68,985,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshall Farms Group Ltd
- EIN
- 16-0887304
- Plan number
- 001
- Plan type
- 2
- Location
- North Rose, NY
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $68,985,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241003154051NAL0010794113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,985,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,985,270
- Net assets (BOY)
- $59,374,174
Income & contributions
- Employer contributions
- $2,772,039
- Participant contributions
- $1,195,908
- Total contributions
- $4,060,412
- Total income / additions
- $13,803,252
Expenses & distributions
- Benefits paid
- $4,065,288
- Administrative expenses
- $130,351
- Total expenses
- $4,192,156
- Net increase / (decrease)
- $9,611,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $121,310 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $9,041 | $0 | 2023 |