Marianna Industries, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Marianna Industries, Inc. 401(K) Profit Sharing Plan And Trust)

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, Marianna Industries, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Marianna Industries, Inc. 401(K) Profit Sharing Plan And Trust under EIN 47-0525539 and plan number 001. The latest loaded filing year is 2023. The filing reports 750 participants and $8,616,006 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marianna Industries, Inc. 401(K) Profit Sharing Plan And Trust
EIN
47-0525539
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
750
End-of-year plan assets
$8,616,006

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023750H, C20241210095519NAL0020696802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,616,006
Total liabilities (EOY)
$0
Net assets (EOY)
$8,616,006
Net assets (BOY)
$6,499,641

Income & contributions

Employer contributions
$280,730
Participant contributions
$870,562
Total contributions
$1,402,111
Total income / additions
$2,356,562

Expenses & distributions

Benefits paid
$643,911
Administrative expenses
$53,606
Total expenses
$699,975
Net increase / (decrease)
$1,656,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$53,606$02023
Hauser Retirement Solutions 2 LLCINVESTMENT ADVISORY$0$18,1182023

Related Form 5500 pages