Marts & Lundy Inc. 401(K) Salary Savings Plan — Form 5500 plan (Marts & Lundy 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, Marts & Lundy Inc. 401(K) Salary Savings Plan is a benefit plan reported by Marts & Lundy Inc. under EIN 22-2328092 and plan number 002. The latest loaded filing year is 2023. The filing reports 63 participants and $12,781,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marts & Lundy Inc.
- EIN
- 22-2328092
- Plan number
- 002
- Plan type
- 2
- Location
- Lyndhurst, NJ
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $12,781,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20240530133544NAL0013478385001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,781,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,781,749
- Net assets (BOY)
- $10,506,904
Income & contributions
- Employer contributions
- $151,371
- Participant contributions
- $342,736
- Total income / additions
- $3,085,151
Expenses & distributions
- Benefits paid
- $794,470
- Administrative expenses
- $15,836
- Total expenses
- $810,306
- Net increase / (decrease)
- $2,274,845
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.