Martin Automatic, Inc. 401(K) Plan — Form 5500 plan (Martin Automatic, 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 Automatic, Inc. 401(K) Plan is a benefit plan reported by Martin Automatic, Inc. under EIN 36-2649881 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $23,685,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin Automatic, Inc.
- EIN
- 36-2649881
- Plan number
- 001
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $23,685,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240919102603NAL0003461251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,685,759
- Total liabilities (EOY)
- $21,240
- Net assets (EOY)
- $23,664,519
- Net assets (BOY)
- $21,488,028
Income & contributions
- Employer contributions
- $311,150
- Participant contributions
- $1,086,061
- Total contributions
- $1,533,896
- Total income / additions
- $5,860,118
Expenses & distributions
- Benefits paid
- $3,609,853
- Administrative expenses
- $52,534
- Total expenses
- $3,683,627
- Net increase / (decrease)
- $2,176,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $43,159 | not reported in the loaded dataset | 2023 |
| Oneamerica Inv Adv Services, LLC | NONE | $5,375 | not reported in the loaded dataset | 2023 |
| Dufek & Company, LLC | NONE | $4,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Martin Automatic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Oneamerica Inv Adv Services, LLC — Schedule C compensation
- Dufek & Company, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation