2023 Form 5500 filing — David H Martin Excavating Inc 401k 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 20240729095704NAL0019206289001) for David H Martin Excavating Inc 401k Plan, reported by David H Martin Excavating Inc under EIN 25-1564223 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729095704NAL0019206289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David H Martin Excavating Inc
- EIN
- 25-1564223
- Plan number
- 001
- Location
- Chambersburg, PA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,267,349
- Total liabilities (EOY)
- $228
- Net assets (EOY)
- $10,267,121
- Employer contributions
- $541,316
- Participant contributions
- $891,845
- Total income / additions
- $2,917,914
- Benefits paid
- $898,042
- Administrative expenses
- $7,116
- Total expenses
- $905,158
- Net increase / (decrease)
- $2,012,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith Elliott Kearns & Company, LLC | SERVICE PROVIDER | $4,350 | $4,439 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $2,608 | $0 |