The Marketing Practice 401(K) Plan — Form 5500 plan (The Marketing Practice)
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, The Marketing Practice 401(K) Plan is a benefit plan reported by The Marketing Practice under EIN 81-2768952 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $4,455,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Marketing Practice
- EIN
- 81-2768952
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $4,455,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241010143257NAL0040493554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,455,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,455,935
- Net assets (BOY)
- $2,093,025
Income & contributions
- Employer contributions
- $611,786
- Participant contributions
- $1,058,005
- Total contributions
- $2,183,452
- Total income / additions
- $2,776,842
Expenses & distributions
- Benefits paid
- $394,665
- Administrative expenses
- $19,267
- Total expenses
- $413,932
- Net increase / (decrease)
- $2,362,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trilogy Capital Inc | NONE | $19,267 | not reported in the loaded dataset | 2023 |