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, Marsh, Berry & Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Marsh Berry & Co Inc under EIN 34-1190957 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $27,595,531 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,595,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,595,531
- Net assets (BOY)
- $22,942,184
Income & contributions
- Employer contributions
- $659,821
- Participant contributions
- $1,989,075
- Total contributions
- $5,004,552
- Total income / additions
- $9,379,877
Expenses & distributions
- Benefits paid
- $4,657,149
- Administrative expenses
- $69,381
- Total expenses
- $4,726,530
- Net increase / (decrease)
- $4,653,347