Marker, Inc. Retirement Plan — Form 5500 plan (Marker, 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, Marker, Inc. Retirement Plan is a benefit plan reported by Marker, Inc. under EIN 34-4476858 and plan number 003. The latest loaded filing year is 2023. The filing reports 204 participants and $11,886,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marker, Inc.
- EIN
- 34-4476858
- Plan number
- 003
- Plan type
- 2
- Location
- Bellefontaine, OH
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $11,886,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20250715101445NAL0001506723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,886,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,886,013
- Net assets (BOY)
- $9,723,460
Income & contributions
- Employer contributions
- $699,550
- Participant contributions
- $644,536
- Total contributions
- $1,369,086
- Total income / additions
- $3,619,755
Expenses & distributions
- Benefits paid
- $1,388,876
- Administrative expenses
- $68,326
- Total expenses
- $1,457,202
- Net increase / (decrease)
- $2,162,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors, LLC | INVESTMENT ADVISORY | $26,319 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $21,736 | $0 | 2023 |
| Kentner Sellers | AUDIT | $14,325 | not reported in the loaded dataset | 2023 |
| The Pension Design Group | RECORDKEEPER | $5,947 | $1,049 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marker, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Bellefontaine, OH
- Wells Fargo Advisors, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Kentner Sellers — Schedule C compensation
- The Pension Design Group — Schedule C compensation