Marshall Industrial Technologies Savings & Retirement Plan — Form 5500 plan (Marshall Industrial Technologies)
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, Marshall Industrial Technologies Savings & Retirement Plan is a benefit plan reported by Marshall Industrial Technologies under EIN 21-0682061 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $14,381,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshall Industrial Technologies
- EIN
- 21-0682061
- Plan number
- 002
- Plan type
- 2
- Location
- Trenton, NJ
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $14,381,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20240827111101NAL0017482704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,381,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,381,090
- Net assets (BOY)
- $12,099,137
Income & contributions
- Participant contributions
- $492,727
- Total contributions
- $509,623
- Total income / additions
- $2,849,066
Expenses & distributions
- Benefits paid
- $495,520
- Administrative expenses
- $55,683
- Total expenses
- $567,113
- Net increase / (decrease)
- $2,281,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Serv | RECORD KEEPER | $46,502 | not reported in the loaded dataset | 2023 |