2023 Form 5500 filing — Martinrea Industries, Inc. Employee Savings And Investment 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 20241015165829NAL0015124867001) for Martinrea Industries, Inc. Employee Savings And Investment Plan, reported by Martinrea Industries, Inc. under EIN 02-0534783 and plan number 001. It reports 3,733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$103.5MReported net assets$103,537,048

Participants3.7K3,733

Provider compensation$309.6K4 Schedule C row(s)$309,608

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015165829NAL0015124867001
Plan sponsor: Martinrea Industries, Inc.
EIN: 02-0534783
Plan number: 001
Location: Auburn Hills, MI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$103.7M total assets

Net assets$103.5MLiabilities$197.6K

Money in vs. money out

Total income / additions$28.1M

Total expenses$11.8M

Benefits paid / distributions$11.3M

Contributions

Employer$3.3M

Participant$9.9M

Full reported line items

Total assets (EOY): $103,734,644
Total liabilities (EOY): $197,596
Net assets (EOY): $103,537,048
Employer contributions: $3,291,428
Participant contributions: $9,892,100
Total income / additions: $28,106,929
Benefits paid: $11,318,880
Administrative expenses: $309,608
Total expenses: $11,765,932
Net increase / (decrease): $16,340,997

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company$241.1K
RECORDKEEPER · Direct $241.1K · Indirect $0
2
Creative Planning LLC$64K
INVESTMENT ADVISOR · Direct $64K
3
Empower Advisory Group, LLC$4.1K
INVESTMENT MGMT · Direct $4.1K
4
Qdro Consultants Company, LLC$400
OTHER · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015165829NAL0015124867001 cover?: It is the 2023 Form 5500 filing for Martinrea Industries, Inc. Employee Savings And Investment Plan, reported by Martinrea Industries, Inc. (EIN 02-0534783).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).