Who sponsors the Marotta Controls, Inc. Employees 401k Plan?

Marotta Controls, Inc. Employees 401k Plan is reported as sponsored by Marotta Controls, Inc. (EIN 22-1528122, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Marotta Controls, Inc. Employees 401k Plan?

The latest Form 5500 filing year loaded for Marotta Controls, Inc. Employees 401k Plan is 2023.

How many participants does Marotta Controls, Inc. Employees 401k Plan report?

Marotta Controls, Inc. Employees 401k Plan reports 621 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Marotta Controls, Inc. Employees 401k Plan?

Marotta Controls, Inc. Employees 401k Plan reports $76,148,827 in end-of-year plan assets in its latest loaded Form 5500 filing.

Marotta Controls, Inc. Employees 401k Plan — Form 5500 plan (Marotta Controls, Inc.)

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, Marotta Controls, Inc. Employees 401k Plan is a benefit plan reported by Marotta Controls, Inc. under EIN 22-1528122 and plan number 003. The latest loaded filing year is 2023. The filing reports 621 participants and $76,148,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Marotta Controls, Inc.
EIN: 22-1528122
Plan number: 003
Plan type: 2
Location: Montville, NJ
Latest filing year: 2023
Participants: 621
End-of-year plan assets: $76,148,827

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	621	H, C	20240909055745NAL0008759698001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $76,148,827
Total liabilities (EOY): $0
Net assets (EOY): $76,148,827
Net assets (BOY): $61,576,601

Income & contributions

Employer contributions: $1,631,945
Participant contributions: $5,921,988
Total contributions: $9,197,955
Total income / additions: $19,342,204

Expenses & distributions

Benefits paid: $4,580,884
Administrative expenses: $189,094
Total expenses: $4,769,978
Net increase / (decrease): $14,572,226

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Prudential Retirement Insurance And	NONE	$124,083	$0	2023
Resources Investment Advisors Inc	NONE	$64,737	not reported in the loaded dataset	2023
National Financial Services, LLC	NONE	$0	$49	2023