Plan5500

Marki Microwave Retirement Plan — Form 5500 plan (Marki Microwave, 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, Marki Microwave Retirement Plan is a benefit plan reported by Marki Microwave, Inc. under EIN 77-0293928 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $19,868,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marki Microwave, Inc.
EIN
77-0293928
Plan number
001
Plan type
2
Location
Morgan Hill, CA
Latest filing year
2023
Participants
234
End-of-year plan assets
$19,868,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241008195356NAL0018237921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,868,271
Total liabilities (EOY)
$25,168
Net assets (EOY)
$19,843,103
Net assets (BOY)
$17,074,321

Income & contributions

Employer contributions
$375,339
Participant contributions
$1,382,288
Total contributions
$1,824,649
Total income / additions
$4,719,655

Expenses & distributions

Benefits paid
$1,896,214
Administrative expenses
$54,659
Total expenses
$1,950,873
Net increase / (decrease)
$2,768,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Park Avenue SecuritiesADVISOR$35,670not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,607$02023

Related Form 5500 pages