2023 Form 5500 filing — Marts & Lundy Inc. 401(K) Salary Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530133544NAL0013478385001) for Marts & Lundy Inc. 401(K) Salary Savings Plan, reported by Marts & Lundy Inc. under EIN 22-2328092 and plan number 002. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240530133544NAL0013478385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marts & Lundy Inc.
- EIN
- 22-2328092
- Plan number
- 002
- Location
- Lyndhurst, NJ
- Participants
- 63
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,781,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,781,749
- Employer contributions
- $151,371
- Participant contributions
- $342,736
- Total income / additions
- $3,085,151
- Benefits paid
- $794,470
- Administrative expenses
- $15,836
- Total expenses
- $810,306
- Net increase / (decrease)
- $2,274,845
- Schedule source
- Schedule I