Martin Bauer, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Martin Bauer, 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, Martin Bauer, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Martin Bauer, Inc. under EIN 33-0892779 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $12,068,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin Bauer, Inc.
- EIN
- 33-0892779
- Plan number
- 001
- Plan type
- 2
- Location
- Secaucus, NJ
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $12,068,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20250219120408NAL0009593314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,068,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,068,411
- Net assets (BOY)
- $11,685,281
Income & contributions
- Employer contributions
- $434,823
- Participant contributions
- $905,067
- Total contributions
- $1,419,337
- Total income / additions
- $3,230,231
Expenses & distributions
- Benefits paid
- $2,780,886
- Administrative expenses
- $39,118
- Total expenses
- $2,847,101
- Net increase / (decrease)
- $383,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 401k Advisors Inc | INVESTMENT/FINANCIAL ADVI | $11,570 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $11,455 | $0 | 2023 |
| Resources Investment Advisors, Inc. | CONSULTANT | $9,229 | $0 | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT/FINANCIAL ADVI | $6,862 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Martin Bauer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Secaucus, NJ
- 401k Advisors Inc — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation