Plan5500

Marbridge Foundation 401(K) Plan — Form 5500 plan (Marbridge Foundation, 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, Marbridge Foundation 401(K) Plan is a benefit plan reported by Marbridge Foundation, Inc. under EIN 74-1183095 and plan number 003. The latest loaded filing year is 2023. The filing reports 303 participants and $4,933,183 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marbridge Foundation, Inc.
EIN
74-1183095
Plan number
003
Plan type
2
Location
Manchaca, TX
Latest filing year
2023
Participants
303
End-of-year plan assets
$4,933,183

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20240610151634NAL0042684144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,933,183
Total liabilities (EOY)
$0
Net assets (EOY)
$4,933,183
Net assets (BOY)
$4,060,072

Income & contributions

Employer contributions
$240,773
Participant contributions
$425,835
Total contributions
$666,608
Total income / additions
$1,293,452

Expenses & distributions

Benefits paid
$355,056
Administrative expenses
$65,285
Total expenses
$420,341
Net increase / (decrease)
$873,111

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Employee Incentive Plans, Inc.TPA, RK$23,828not reported in the loaded dataset2023
Atlasmark Financial, IncINV ADV$8,455not reported in the loaded dataset2023

Related Form 5500 pages