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, James Martin Associates, Inc. 401(K) Savings Incentive Plan is a benefit plan reported by James Martin Associates, Inc. under EIN 36-2908126 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $5,817,595 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,817,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,817,595
- Net assets (BOY)
- $4,889,781
Income & contributions
- Employer contributions
- $126,713
- Participant contributions
- $213,499
- Total contributions
- $345,596
- Total income / additions
- $1,160,748
Expenses & distributions
- Benefits paid
- $226,190
- Administrative expenses
- $1,778
- Total expenses
- $232,934
- Net increase / (decrease)
- $927,814