Markon, LLC 401(K) Plan — Form 5500 plan (Markon, LLC)

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, Markon, LLC 401(K) Plan is a benefit plan reported by Markon, LLC under EIN 26-0600919 and plan number 002. The latest loaded filing year is 2023. The filing reports 285 participants and $36,799,002 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Markon, LLC
EIN
26-0600919
Plan number
002
Plan type
2
Location
Falls Church, VA
Latest filing year
2023
Participants
285
End-of-year plan assets
$36,799,002

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20250404162542NAL0013739777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,799,002
Total liabilities (EOY)
$0
Net assets (EOY)
$36,799,002
Net assets (BOY)
$0

Income & contributions

Employer contributions
$528,456
Participant contributions
$1,307,519
Total contributions
$1,857,624
Total income / additions
$4,093,864

Expenses & distributions

Benefits paid
$4,802,111
Administrative expenses
$31,358
Total expenses
$4,871,979
Net increase / (decrease)
-$778,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Seia LLCINVESTMENT/FINANCIAL ADVI$17,847$02023
Adp, Inc.RECORD KEEPER$13,510$02023

Related Form 5500 pages