Mark Iii Construction, Inc. 401(K) Plan — Form 5500 plan (Mark Iii Construction, 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 Iii Construction, Inc. 401(K) Plan is a benefit plan reported by Mark Iii Construction, Inc. under EIN 27-0998726 and plan number 002. The latest loaded filing year is 2023. The filing reports 410 participants and $9,279,790 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark Iii Construction, Inc.
- EIN
- 27-0998726
- Plan number
- 002
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $9,279,790
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241014131145NAL0014978371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,279,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,279,790
- Net assets (BOY)
- $8,470,977
Income & contributions
- Employer contributions
- $193,690
- Participant contributions
- $821,628
- Total contributions
- $1,192,881
- Total income / additions
- $2,700,407
Expenses & distributions
- Benefits paid
- $1,768,974
- Administrative expenses
- $62,348
- Total expenses
- $1,891,594
- Net increase / (decrease)
- $808,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,569 | $0 | 2023 |
| Cambridge Investment Research Inc | BROKER/ADVISER | $0 | $21,698 | 2023 |
| Bfba Llp | AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,392 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,887 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mark Iii Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Bfba Llp — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation