The Martz Group 401(K) Plan — Form 5500 plan (Frank Martz Coach Company)
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, The Martz Group 401(K) Plan is a benefit plan reported by Frank Martz Coach Company under EIN 24-0654440 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $5,905,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frank Martz Coach Company
- EIN
- 24-0654440
- Plan number
- 002
- Plan type
- 2
- Location
- Wilkes-Barre, PA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $5,905,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241014093711NAL0013069779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,905,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,905,149
- Net assets (BOY)
- $4,997,228
Income & contributions
- Employer contributions
- $219,165
- Participant contributions
- $347,146
- Total contributions
- $676,592
- Total income / additions
- $1,345,452
Expenses & distributions
- Benefits paid
- $393,559
- Administrative expenses
- $35,393
- Total expenses
- $437,531
- Net increase / (decrease)
- $907,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,392 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $818 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |