Marklund Employee Retirement Savings Plan — Form 5500 plan (Marklund)
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, Marklund Employee Retirement Savings Plan is a benefit plan reported by Marklund under EIN 36-2652532 and plan number 005. The latest loaded filing year is 2023. The filing reports 704 participants and $15,317,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marklund
- EIN
- 36-2652532
- Plan number
- 005
- Plan type
- 2
- Location
- Geneva, IL
- Latest filing year
- 2023
- Participants
- 704
- End-of-year plan assets
- $15,317,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20241002135619NAL0004849059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,317,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,317,503
- Net assets (BOY)
- $12,433,508
Income & contributions
- Employer contributions
- $775,605
- Participant contributions
- $1,111,667
- Total contributions
- $1,924,896
- Total income / additions
- $4,281,443
Expenses & distributions
- Benefits paid
- $1,302,308
- Administrative expenses
- $95,140
- Total expenses
- $1,397,448
- Net increase / (decrease)
- $2,883,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Company Of Illinois | SERVICE PROVIDER | $61,263 | not reported in the loaded dataset | 2023 |
| Cerity Partners | SERVICE PROVIDER | $33,449 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $37 | $90 | 2023 |