Martenson & Eisele 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, Martenson & Eisele Inc (EIN 39-1284511) is a plan sponsor located in Menasha, 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
39-1284511
Location
Menasha, WI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$477,893
Total reported liabilities (EOY)
$14,118
Total reported net assets (EOY)
$463,775

Contributions & income

Employer contributions
$20,379
Total income / additions
-$22,122

Expenses & distributions

Benefits paid / distributions
$20,379
Total expenses
$20,379
Net increase / (decrease)
-$42,501

Coverage

Total reported participants
29
Plans with financial statements
1
Plans with provider compensation
0

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

Martenson & Eisele Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Martenson & Eisele, Inc. Employee Stock Ownership Plan00229$477,8932023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Martenson & Eisele Inc
YearPlanParticipantsSchedulesFiling
2023Martenson & Eisele, Inc. Employee Stock Ownership Plan29I20241008080020NAL0008172307001

Related Form 5500 pages