Mark Vii Equipment Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Mark Vii Equipment Inc.)
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, Mark Vii Equipment Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mark Vii Equipment Inc. under EIN 20-4119372 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $10,074,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark Vii Equipment Inc.
- EIN
- 20-4119372
- Plan number
- 001
- Plan type
- 2
- Location
- Arvada, CO
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $10,074,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20240909110947NAL0005402481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,074,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,074,475
- Net assets (BOY)
- $9,027,141
Income & contributions
- Employer contributions
- $292,730
- Participant contributions
- $881,625
- Total contributions
- $1,177,374
- Total income / additions
- $2,480,289
Expenses & distributions
- Benefits paid
- $1,340,155
- Administrative expenses
- $74,431
- Total expenses
- $1,432,955
- Net increase / (decrease)
- $1,047,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $24,832 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $21,415 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Incdba Futureplan | CONTRACT ADMIN | $19,135 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $6,945 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | OTHER | $7 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mark Vii Equipment Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Arvada, CO
- Empower Annuity Ins Co Of America — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Ascensus Holdings Incdba Futureplan — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation