Marking Services, Inc. 401(K) Plan — Form 5500 plan (Marking Services, 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, Marking Services, Inc. 401(K) Plan is a benefit plan reported by Marking Services, Inc. under EIN 39-1604928 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $18,780,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marking Services, Inc.
- EIN
- 39-1604928
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $18,780,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20240703111654NAL0004391667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,780,605
- Net assets (EOY)
- $18,780,605
- Net assets (BOY)
- $15,960,055
Income & contributions
- Employer contributions
- $423,357
- Participant contributions
- $1,134,474
- Total contributions
- $1,707,910
- Total income / additions
- $4,182,442
Expenses & distributions
- Benefits paid
- $1,281,534
- Administrative expenses
- $80,358
- Total expenses
- $1,361,892
- Net increase / (decrease)
- $2,820,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $34,468 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,861 | $0 | 2023 |
| Blue Chip Retirement Plans, Inc. | TPA | $15,601 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $8,350 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marking Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Capfinancial Partners, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation