Marketsphere 401k Retirement Plan — Form 5500 plan (Marketsphere Holdings LLC)
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, Marketsphere 401k Retirement Plan is a benefit plan reported by Marketsphere Holdings LLC under EIN 81-4398620 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $19,902,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marketsphere Holdings LLC
- EIN
- 81-4398620
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $19,902,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240625145921NAL0004734803002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,902,442
- Net assets (EOY)
- $19,902,442
- Net assets (BOY)
- $17,508,087
Income & contributions
- Employer contributions
- $359,354
- Participant contributions
- $1,044,228
- Total contributions
- $1,526,880
- Total income / additions
- $4,538,626
Expenses & distributions
- Benefits paid
- $2,091,064
- Administrative expenses
- $53,207
- Total expenses
- $2,144,271
- Net increase / (decrease)
- $2,394,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bridges Investment Management | NONE | $32,402 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $12,589 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $8,216 | $0 | 2023 |
| National Financial Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marketsphere Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Bridges Investment Management — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation