2023 Form 5500 filing — James Martin Associates, Inc. 401(K) Savings Incentive 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 20241014143305NAL0015111139001) for James Martin Associates, Inc. 401(K) Savings Incentive Plan, reported by James Martin Associates, Inc. under EIN 36-2908126 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143305NAL0015111139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James Martin Associates, Inc.
- EIN
- 36-2908126
- Plan number
- 001
- Location
- Mundelein, IL
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,817,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,817,595
- Employer contributions
- $126,713
- Participant contributions
- $213,499
- Total income / additions
- $1,160,748
- Benefits paid
- $226,190
- Administrative expenses
- $1,778
- Total expenses
- $232,934
- Net increase / (decrease)
- $927,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $1,778 | $0 |