401(k) ยท DOL Form 5500 ยท 2024

Preparing 4 Tomorrow 401(k) Plan

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

$5M
Total assets
150
Participants
14th
Percentile by assets

Sponsored by Marrick Medical Financial, LLC ยท Colorado ยท Healthcare & Social Assistance

What the 2024 filing shows

Preparing 4 Tomorrow 401(k) Plan holds $5M for 150 participants - about $35,000 per participant, among the smaller plans by assets on file, up 29.8% over the 2024 plan year.

$5M
total plan assets (2024 EOY)
150
covered participants
14th
percentile by assets (of 67,083 plans)
$35,000
avg assets per participant
Total Assets (2023)
$5M
Participants
150
State
Industry
Healthcare & Social Assistance

What the Filing Says About Preparing 4 Tomorrow 401(k) Plan

Preparing 4 Tomorrow 401(k) Plan is a 401(k) retirement plan sponsored by Marrick Medical Financial, LLC, headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 150 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 208059557, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2024 to $5M at year-end - a gain of 29.8%. Net assets (after liabilities) closed the year at $5M, 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 1 prior plan-year filing 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)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$1M
Plan Type401(k)
Employer EIN208059557
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marrick Medical Financial, LLC)

Year Plans Participants Total Assets
2023 1 148 $4M
2024 1 150 $5M

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 Preparing 4 Tomorrow 401(k) Plan?
As of the 2024 Form 5500 filing, Preparing 4 Tomorrow 401(k) Plan holds $5M in total assets with 150 participants. It is sponsored by Marrick Medical Financial, LLC.
What type of plan is Preparing 4 Tomorrow 401(k) Plan?
Preparing 4 Tomorrow 401(k) Plan is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 208059557.
Who sponsors the Preparing 4 Tomorrow 401(k) Plan?
Preparing 4 Tomorrow 401(k) Plan is sponsored by Marrick Medical Financial, LLC, located in Colorado. The sponsor's EIN is 208059557 and the plan operates in the Healthcare & Social Assistance industry.
How did Preparing 4 Tomorrow 401(k) Plan perform in 2024?
Preparing 4 Tomorrow 401(k) Plan grew by 29.8% during 2024, moving from $4M to $5M in total assets. Net income was $1M.
Where can I find official filings for Preparing 4 Tomorrow 401(k) Plan?
Official Form 5500 filings for Preparing 4 Tomorrow 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 208059557 or plan name at efast.dol.gov.
How does Preparing 4 Tomorrow 401(k) Plan compare to other plans?
You can compare Preparing 4 Tomorrow 401(k) Plan 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208059557.

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.