Plan5500

Trademark Global, LLC 401(K) Plan — Form 5500 plan (Trademark Global, 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, Trademark Global, LLC 401(K) Plan is a benefit plan reported by Trademark Global, LLC under EIN 34-1939848 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $7,995,942 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trademark Global, LLC
EIN
34-1939848
Plan number
001
Plan type
2
Location
Lorain, OH
Latest filing year
2023
Participants
246
End-of-year plan assets
$7,995,942

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20240801070551NAL0013297171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,995,942
Total liabilities (EOY)
$0
Net assets (EOY)
$7,995,942
Net assets (BOY)
$6,716,520

Income & contributions

Employer contributions
$327,342
Participant contributions
$509,706
Total contributions
$930,982
Total income / additions
$1,785,221

Expenses & distributions

Benefits paid
$450,602
Administrative expenses
$55,197
Total expenses
$505,799
Net increase / (decrease)
$1,279,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesINVESTMENT ADVISORY$23,142not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,057$02023
Corrigan KrauseACCOUNTANT$10,000not reported in the loaded dataset2023

Related Form 5500 pages