Marquette Bank Employee Savings & Retirement Plan — Form 5500 plan (Marquette Bank)
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, Marquette Bank Employee Savings & Retirement Plan is a benefit plan reported by Marquette Bank under EIN 36-2031498 and plan number 003. The latest loaded filing year is 2023. The filing reports 427 participants and $45,302,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marquette Bank
- EIN
- 36-2031498
- Plan number
- 003
- Plan type
- 2
- Location
- Orland Park, IL
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $45,302,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20241009155110NAL0033298016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,302,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,302,892
- Net assets (BOY)
- $39,433,601
Income & contributions
- Employer contributions
- $338,952
- Participant contributions
- $1,328,407
- Total contributions
- $1,667,359
- Total income / additions
- $8,582,040
Expenses & distributions
- Benefits paid
- $2,560,970
- Administrative expenses
- $45,501
- Total expenses
- $2,712,749
- Net increase / (decrease)
- $5,869,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,576 | $0 | 2023 |
| Richard,,Ruscitti | BROKER/ADVISER | $0 | $2,996 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $925 | not reported in the loaded dataset | 2023 |