2023 Form 5500 filing — Martin & Bayley, Inc. Employee Stock Ownership Plan And Trust
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 20250115084512NAL0035348368001) for Martin & Bayley, Inc. Employee Stock Ownership Plan And Trust, reported by Martin & Bayley, Inc. under EIN 37-0948752 and plan number 002. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115084512NAL0035348368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martin & Bayley, Inc.
- EIN
- 37-0948752
- Plan number
- 002
- Location
- Carmi, IL
- Participants
- 881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,909,064
- Total liabilities (EOY)
- $28,054,001
- Net assets (EOY)
- $115,855,063
- Employer contributions
- $2,649,421
- Total income / additions
- $16,188,116
- Benefits paid
- $9,209,745
- Administrative expenses
- $30,941
- Total expenses
- $10,187,974
- Net increase / (decrease)
- $6,000,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | ADVISOR | $22,435 | not reported in the loaded dataset |
| Transition Finance Strategies | THIRD PARTY ADMIN | $8,455 | not reported in the loaded dataset |