2023 Form 5500 filing — Martin & Bayley, Inc 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 20250115110446NAL0012643315001) for Martin & Bayley, Inc 401(K) Plan, reported by Martin & Bayley, Inc. under EIN 37-0948752 and plan number 003. It reports 1,511 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)$7.6MReported net assets$7,559,546
Participants1.5K1,511
Provider compensation$114.6K3 Schedule C row(s)$114,596
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250115110446NAL0012643315001
- Plan sponsor
- Martin & Bayley, Inc.
- EIN
- 37-0948752
- Plan number
- 003
- Location
- Carmi, IL
- Received date
- not reported in the loaded dataset
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)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,559,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,559,546
- Employer contributions
- $158,297
- Participant contributions
- $937,150
- Total income / additions
- $2,218,071
- Benefits paid
- $1,384,473
- Administrative expenses
- $114,596
- Total expenses
- $1,511,662
- Net increase / (decrease)
- $706,409
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $73,749 | $0 |
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $40,847 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |