401(k) ยท DOL Form 5500 ยท 2023

Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$10M
Total assets
245
Participants
33th
Percentile by assets

Sponsored by Mark VII Equipment Inc. ยท Colorado ยท Manufacturing

What the 2023 filing shows

Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust holds $10M for 245 participants - about $41,120 per participant, in the lower half of filed plans by assets, up 11.6% over the 2023 plan year.

$10M
total plan assets (2023 EOY)
245
covered participants
33th
percentile by assets (of 72,800 plans)
$41,120
avg assets per participant
Total Assets (2023)
$10M
Participants
245
State
Industry
Manufacturing

What the Filing Says About Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust

Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Mark VII Equipment Inc., headquartered in Colorado. As of the 2023 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 245 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 204119372, and the plan has been effective since 2006-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $10M at year-end - a gain of 11.6%. Net assets (after liabilities) closed the year at $10M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$1M
Plan Type401(k)
Employer EIN204119372
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark VII Equipment Inc.)

Year Plans Participants Total Assets
2022 1 232 $9M
2023 1 245 $10M
2024 1 209 $9M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust?
As of the 2023 Form 5500 filing, Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust holds $10M in total assets with 245 participants. It is sponsored by Mark VII Equipment Inc..
What type of plan is Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust?
Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2006-01-01. The plan is filed with the U.S. Department of Labor under EIN 204119372.
Who sponsors the Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust?
Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust is sponsored by Mark VII Equipment Inc., located in Colorado. The sponsor's EIN is 204119372 and the plan operates in the Manufacturing industry.
How did Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust perform in 2023?
Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust grew by 11.6% during 2023, moving from $9M to $10M in total assets. Net income was $1M.
Where can I find official filings for Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 204119372 or plan name at efast.dol.gov.
How does Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204119372.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.