2023 Form 5500 filing — H. J. Martin & Son, Inc. Profit Sharing And Retirement 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 20240905120447NAL0021029073001) for H. J. Martin & Son, Inc. Profit Sharing And Retirement Savings Plan, reported by H.J. Martin & Son, Inc. under EIN 39-0967098 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905120447NAL0021029073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.J. Martin & Son, Inc.
- EIN
- 39-0967098
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,010,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,010,549
- Employer contributions
- $426,858
- Participant contributions
- $1,415,408
- Total income / additions
- $5,634,425
- Benefits paid
- $1,290,735
- Administrative expenses
- $88,223
- Total expenses
- $1,378,958
- Net increase / (decrease)
- $4,255,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nicolet National Bank | INVESTMENT ADVISOR | $39,954 | not reported in the loaded dataset |
| Pension Inc. | THIRD PARTY ADMINISTRATO | $35,492 | not reported in the loaded dataset |
| Global Retirement Partners | INVESTMENT ADVISOR | $12,777 | not reported in the loaded dataset |