Employees' Retirement Plan Of Hartley & Parker Limited, Inc. — Form 5500 plan (Martignetti Companies Of Connecticut, LLC D/B/A Hartley & Parker)

Plain-English plan 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, Employees' Retirement Plan Of Hartley & Parker Limited, Inc. is a benefit plan reported by Martignetti Companies Of Connecticut, LLC D/B/A Hartley & Parker under EIN 06-0384867 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $31,027,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Martignetti Companies Of Connecticut, LLC D/B/A Hartley & Parker
EIN
06-0384867
Plan number
001
Plan type
2
Location
Taunton, MA
Latest filing year
2023
Participants
344
End-of-year plan assets
$31,027,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20250218154335NAL0003313889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,027,281
Total liabilities (EOY)
$0
Net assets (EOY)
$31,027,281
Net assets (BOY)
$34,893,579

Income & contributions

Employer contributions
$2,124,023
Total contributions
$2,124,023
Total income / additions
$5,712,799

Expenses & distributions

Benefits paid
$9,490,059
Administrative expenses
$89,038
Total expenses
$9,579,097
Net increase / (decrease)
-$3,866,298

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCSECURITIES BROKERAGE$87,897$02023

Related Form 5500 pages