2023 Form 5500 filing — Employees' Retirement Plan Of Hartley & Parker Limited, Inc.
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 20250218154335NAL0003313889001) for Employees' Retirement Plan Of Hartley & Parker Limited, Inc., reported by Martignetti Companies Of Connecticut, LLC D/B/A Hartley & Parker under EIN 06-0384867 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218154335NAL0003313889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martignetti Companies Of Connecticut, LLC D/B/A Hartley & Parker
- EIN
- 06-0384867
- Plan number
- 001
- Location
- Taunton, MA
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,027,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,027,281
- Employer contributions
- $2,124,023
- Total income / additions
- $5,712,799
- Benefits paid
- $9,490,059
- Administrative expenses
- $89,038
- Total expenses
- $9,579,097
- Net increase / (decrease)
- -$3,866,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SECURITIES BROKERAGE | $87,897 | $0 |