Marquez Brothers International, Inc. And Affiliates 401(K) Plan — Form 5500 plan (Marquez Brothers International, 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, Marquez Brothers International, Inc. And Affiliates 401(K) Plan is a benefit plan reported by Marquez Brothers International, Inc. under EIN 94-2789431 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $12,933,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marquez Brothers International, Inc.
- EIN
- 94-2789431
- Plan number
- 001
- Plan type
- 3
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $12,933,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20240920094358NAL0007244545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,933,718
- Total liabilities (EOY)
- $169,757
- Net assets (EOY)
- $12,763,961
- Net assets (BOY)
- $10,789,476
Income & contributions
- Employer contributions
- $114,283
- Participant contributions
- $839,165
- Total contributions
- $985,274
- Total income / additions
- $2,542,578
Expenses & distributions
- Benefits paid
- $281,631
- Administrative expenses
- $116,705
- Total expenses
- $568,093
- Net increase / (decrease)
- $1,974,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insr Co | RECORDKEEPER | $72,789 | $0 | 2023 |
| Mesirow Financial, Inc. | ADVISORY | $25,556 | not reported in the loaded dataset | 2023 |
| Silicon Valley Accountancy Corp | AUDITOR | $18,360 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marquez Brothers International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Transamerica Financial Life Insr Co — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Silicon Valley Accountancy Corp — Schedule C compensation