H. J. Martin & Son, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, H. J. Martin & Son, Inc. (EIN 39-0967098) is a plan sponsor located in Green Bay, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0967098
Location
Green Bay, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,010,549
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,010,549

Contributions & income

Employer contributions
$426,858
Participant contributions
$1,415,408
Total income / additions
$5,634,425

Expenses & distributions

Benefits paid / distributions
$1,290,735
Total expenses
$1,378,958
Net increase / (decrease)
$4,255,467

Coverage

Total reported participants
586
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

H. J. Martin & Son, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
H. J. Martin & Son, Inc. Profit Sharing And Retirement Savings Plan001280$24,010,5492023
H. J. Martin & Son, Inc. Group Health And Welfare Benefit Plan505306not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for H. J. Martin & Son, Inc.
YearPlanParticipantsSchedulesFiling
2023H. J. Martin & Son, Inc. Profit Sharing And Retirement Savings Plan280H, C20240905120447NAL0021029073001
2023H. J. Martin & Son, Inc. Group Health And Welfare Benefit Plan30620250610163000NAL0014969825001

Related Form 5500 pages