2023 Form 5500 filing — Martin Automatic, Inc. 401(K) 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 20240919102603NAL0003461251001) for Martin Automatic, Inc. 401(K) Plan, reported by Martin Automatic, Inc. under EIN 36-2649881 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919102603NAL0003461251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martin Automatic, Inc.
- EIN
- 36-2649881
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,685,759
- Total liabilities (EOY)
- $21,240
- Net assets (EOY)
- $23,664,519
- Employer contributions
- $311,150
- Participant contributions
- $1,086,061
- Total income / additions
- $5,860,118
- Benefits paid
- $3,609,853
- Administrative expenses
- $52,534
- Total expenses
- $3,683,627
- Net increase / (decrease)
- $2,176,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $43,159 | not reported in the loaded dataset |
| Oneamerica Inv Adv Services, LLC | NONE | $5,375 | not reported in the loaded dataset |
| Dufek & Company, LLC | NONE | $4,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |