2023 Form 5500 filing — Martin Associates Group, Inc. 401k Profit Sharing 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 20240923174121NAL0011705489001) for Martin Associates Group, Inc. 401k Profit Sharing Plan, reported by Martin Associates Group, Inc. under EIN 95-2152647 and plan number 333. It reports 562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923174121NAL0011705489001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Martin Associates Group, Inc.
- EIN
- 95-2152647
- Plan number
- 333
- Location
- Los Angeles, CA
- Participants
- 562
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,973,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,973,851
- Employer contributions
- $1,845,339
- Participant contributions
- $3,175,335
- Total income / additions
- $14,848,510
- Benefits paid
- $5,447,828
- Administrative expenses
- $31,640
- Total expenses
- $5,482,472
- Net increase / (decrease)
- $9,366,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Financial Services Group | CONSULTANT | $18,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $13,393 | not reported in the loaded dataset |
| Maurer, Gittings & Graf, Llp | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$14,442 | $0 |