401k Plan data: MARLO INCORPORATED OF RACINE, WISCONSIN 401(K) PROFIT SHARING PLAN plan

MARLO INCORPORATED OF RACINE, WISCONSIN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARLO INCORPORATED OF RACINE, WISCONSIN 401(K) PROFIT SHARING PLAN
Plan identification number	002

MARLO INCORPORATED OF RACINE, WISCONSIN 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARLO INCORPORATED OF RACINE, WISCONSIN has sponsored the creation of one or more 401k plans.

Company Name: MARLO INCORPORATED OF RACINE, WISCONSIN

Employer identification number (EIN): 391193385

NAIC Classification: 221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARLO INCORPORATED OF RACINE, WISCONSIN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BRIAN GLINES 2024-06-18
002 2022-01-01 BRIAN GLINES 2023-07-12
002 2021-01-01 KATHLEEN GLINES 2022-07-11
002 2020-01-01 KATHLEEN GLINES 2021-07-06
002 2019-01-01 KATHLEEN GLINES 2020-06-18
002 2018-01-01 KATHLEEN GLINES 2019-06-27
002 2017-01-01 KATHLEEN GLINES 2018-05-10
002 2016-01-01 KATHLEEN GLINES 2017-06-23
002 2015-01-01 KATHLEEN GLINES 2016-06-17
002 2014-01-01 KATHLEEN GLINES 2015-06-07
002 2013-01-01 KATHLEEN GLINES 2014-08-04
002 2012-01-01 KATHLEEN GLINES 2013-07-17
002 2011-01-01 KATHLEEN GLINES 2012-06-29 KATHLEEN GLINES 2012-06-29
002 2010-01-01 KATHLEEN GLINES 2011-06-14 KATHLEEN GLINES 2011-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BRIAN GLINES	2024-06-18
002	2022-01-01	BRIAN GLINES	2023-07-12
002	2021-01-01	KATHLEEN GLINES	2022-07-11
002	2020-01-01	KATHLEEN GLINES	2021-07-06
002	2019-01-01	KATHLEEN GLINES	2020-06-18
002	2018-01-01	KATHLEEN GLINES	2019-06-27
002	2017-01-01	KATHLEEN GLINES	2018-05-10
002	2016-01-01	KATHLEEN GLINES	2017-06-23
002	2015-01-01	KATHLEEN GLINES	2016-06-17
002	2014-01-01	KATHLEEN GLINES	2015-06-07
002	2013-01-01	KATHLEEN GLINES	2014-08-04
002	2012-01-01	KATHLEEN GLINES	2013-07-17
002	2011-01-01	KATHLEEN GLINES	2012-06-29	KATHLEEN GLINES	2012-06-29
002	2010-01-01	KATHLEEN GLINES	2011-06-14	KATHLEEN GLINES	2011-06-14

Financial Data on MARLO INCORPORATED OF RACINE, WISCONSIN 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : MARLO INCORPORATED OF RACINE, WISCONSIN 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-03	673780
Net assets as of the end of the plan year	2025-06-03	15333179
Total assets as of the beginning of the plan year	2025-06-03	12976584
Value of plan covered by a fidelity bond	2025-06-03	500000
Participant contributions to plan in this plan year	2025-06-03	535194
Value of participant loans at end of plan year	2025-06-03	10462
Other contributions to plan in this plan year	2025-06-03	261018
Other income to plan in this plan year	2025-06-03	1952705
Plan net income in this plan year	2025-06-03	2356595
Net assets as of the end of the plan year	2025-06-03	15333179
Net assets as of the beginning of the plan year	2025-06-03	12976584
Employer contributions to plan in this plan year	2025-06-03	281458
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-03	76310
2024 : MARLO INCORPORATED OF RACINE, WISCONSIN 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-18	642280
Net assets as of the end of the plan year	2024-06-18	12976584
Total assets as of the beginning of the plan year	2024-06-18	10710835
Value of plan covered by a fidelity bond	2024-06-18	500000
Participant contributions to plan in this plan year	2024-06-18	508485
Value of participant loans at end of plan year	2024-06-18	15017
Other contributions to plan in this plan year	2024-06-18	15472
Other income to plan in this plan year	2024-06-18	2104872
Plan net income in this plan year	2024-06-18	2265749
Net assets as of the end of the plan year	2024-06-18	12976584
Net assets as of the beginning of the plan year	2024-06-18	10710835
Value of contributions failed to transmitted timely	2024-06-18	750
Employer contributions to plan in this plan year	2024-06-18	279200
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-18	66613
2022 : MARLO INCORPORATED OF RACINE, WISCONSIN 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-07-11	0
Total liabilities as of the beginning of the plan year	2022-07-11	0
Total expenses incurred by plan in this plan year	2022-07-11	754194
Net assets as of the end of the plan year	2022-07-11	12540845
Total assets as of the beginning of the plan year	2022-07-11	10967875
Value of plan covered by a fidelity bond	2022-07-11	500000
Participant contributions to plan in this plan year	2022-07-11	397641
Value of participant loans at end of plan year	2022-07-11	9268
Other contributions to plan in this plan year	2022-07-11	121593
Other income to plan in this plan year	2022-07-11	1605192
Plan net income in this plan year	2022-07-11	1572970
Net assets as of the end of the plan year	2022-07-11	12540845
Net assets as of the beginning of the plan year	2022-07-11	10967875
Employer contributions to plan in this plan year	2022-07-11	202738
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-11	68427

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Company Name:	MARLO INCORPORATED OF RACINE, WISCONSIN
Employer identification number (EIN):	391193385
NAIC Classification:	221300