Marborg Industries 401(K) Plan — Form 5500 plan (Marborg Industries)
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, Marborg Industries 401(K) Plan is a benefit plan reported by Marborg Industries under EIN 95-2884838 and plan number 002. The latest loaded filing year is 2023. The filing reports 386 participants and $73,217,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marborg Industries
- EIN
- 95-2884838
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $73,217,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20250814113620NAL0009850145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,217,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,217,099
- Net assets (BOY)
- $57,184,060
Income & contributions
- Employer contributions
- $2,294,834
- Participant contributions
- $2,274,733
- Total contributions
- $5,945,792
- Total income / additions
- $21,051,491
Expenses & distributions
- Benefits paid
- $4,915,422
- Administrative expenses
- $60,144
- Total expenses
- $5,018,452
- Net increase / (decrease)
- $16,033,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $60,144 | $0 | 2023 |
| Empower Financial Services | BROKERAGE | $0 | $0 | 2023 |