2023 Form 5500 filing — The Martz Group 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 20241014093711NAL0013069779001) for The Martz Group 401(K) Plan, reported by Frank Martz Coach Company under EIN 24-0654440 and plan number 002. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093711NAL0013069779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frank Martz Coach Company
- EIN
- 24-0654440
- Plan number
- 002
- Location
- Wilkes-Barre, PA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,905,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,905,149
- Employer contributions
- $219,165
- Participant contributions
- $347,146
- Total income / additions
- $1,345,452
- Benefits paid
- $393,559
- Administrative expenses
- $35,393
- Total expenses
- $437,531
- Net increase / (decrease)
- $907,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,392 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $818 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |