C. F. Martin & Co., Inc. 401(K) Plan For Hourly Employees — Form 5500 plan (C. F. Martin & Co., 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, C. F. Martin & Co., Inc. 401(K) Plan For Hourly Employees is a benefit plan reported by C. F. Martin & Co., Inc. under EIN 24-0654010 and plan number 003. The latest loaded filing year is 2023. The filing reports 570 participants and $37,765,517 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C. F. Martin & Co., Inc.
EIN
24-0654010
Plan number
003
Plan type
2
Location
Nazareth, PA
Latest filing year
2023
Participants
570
End-of-year plan assets
$37,765,517

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023570H, C20241015092759NAL0016057523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,765,517
Total liabilities (EOY)
$0
Net assets (EOY)
$37,765,517
Net assets (BOY)
$32,262,495

Income & contributions

Employer contributions
$839,788
Participant contributions
$1,425,308
Total contributions
$2,295,164
Total income / additions
$7,885,967

Expenses & distributions

Benefits paid
$2,194,072
Administrative expenses
$184,959
Total expenses
$2,382,945
Net increase / (decrease)
$5,503,022

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$140,619$02023
Capfinancial Partners LLC Dba CaptrNONE$44,340not reported in the loaded dataset2023

Related Form 5500 pages