Six Red Marbles, Inc. 401(K) Plan — Form 5500 plan (Six Red Marbles, 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, Six Red Marbles, Inc. 401(K) Plan is a benefit plan reported by Six Red Marbles, Inc. under EIN 20-8771586 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $11,526,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Six Red Marbles, Inc.
- EIN
- 20-8771586
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, MA
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $11,526,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241011080456NAL0012279027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,526,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,526,386
- Net assets (BOY)
- $9,194,586
Income & contributions
- Employer contributions
- $349,908
- Participant contributions
- $1,035,868
- Total contributions
- $1,897,552
- Total income / additions
- $3,394,741
Expenses & distributions
- Benefits paid
- $1,000,626
- Administrative expenses
- $62,315
- Total expenses
- $1,062,941
- Net increase / (decrease)
- $2,331,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $30,795 | $16 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,845 | $0 | 2023 |
| The Mandmarblestone Group LLC | CONTRACT ADMINISTRATOR | $7,675 | $4,742 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Six Red Marbles, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Medford, MA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation