2023 Form 5500 filing — Local 8 Salary Savings 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 20241015080156NAL0014220067001) for Local 8 Salary Savings Plan, reported by Martignetti Companies, LLC under EIN 46-4033150 and plan number 004. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080156NAL0014220067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martignetti Companies, LLC
- EIN
- 46-4033150
- Plan number
- 004
- Location
- Taunton, MA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,745,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,745,085
- Participant contributions
- $1,520,085
- Total income / additions
- $6,894,110
- Benefits paid
- $2,352,791
- Administrative expenses
- $89,037
- Total expenses
- $2,462,122
- Net increase / (decrease)
- $4,431,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $58,805 | $0 |
| Morgan Stanley | NONE | $30,202 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | AUDITOR | $7,264 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $80 | not reported in the loaded dataset |