2023 Form 5500 filing — Martin Incorporated 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 20241001125557NAL0007077393001) for Martin Incorporated 401(K) Plan, reported by Martin Incorporated under EIN 63-0397501 and plan number 001. It reports 484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001125557NAL0007077393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martin Incorporated
- EIN
- 63-0397501
- Plan number
- 001
- Location
- Florence, AL
- Participants
- 484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,607,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,607,972
- Employer contributions
- $508,247
- Participant contributions
- $1,582,485
- Total income / additions
- $6,293,349
- Benefits paid
- $2,155,068
- Administrative expenses
- $142,313
- Total expenses
- $2,302,379
- Net increase / (decrease)
- $3,990,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. | INVESTMENT MGMT | $50,554 | not reported in the loaded dataset |
| John Hancock Usa | INVESTMENT MGMT | $4,696 | not reported in the loaded dataset |
| Wilshire Associates Inc | INVESTMENT MGMT | $4,273 | not reported in the loaded dataset |