Plan5500

Marshalls, Inc. 401(K) Plan — Form 5500 plan (Marshalls, 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, Marshalls, Inc. 401(K) Plan is a benefit plan reported by Marshalls, Inc. under EIN 55-0732086 and plan number 001. The latest loaded filing year is 2023. The filing reports 954 participants and $1,741,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marshalls, Inc.
EIN
55-0732086
Plan number
001
Plan type
2
Location
Sedalia, MO
Latest filing year
2023
Participants
954
End-of-year plan assets
$1,741,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023954H, C20240716134010NAL0002664257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,741,229
Total liabilities (EOY)
$0
Net assets (EOY)
$1,741,229
Net assets (BOY)
$1,299,689

Income & contributions

Employer contributions
$149,817
Participant contributions
$206,704
Total contributions
$356,521
Total income / additions
$601,536

Expenses & distributions

Benefits paid
$132,808
Administrative expenses
$27,188
Total expenses
$159,996
Net increase / (decrease)
$441,540

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$1,707$02023

Related Form 5500 pages