Martin & Bayley, Inc 401(K) Plan — Form 5500 plan (Martin & Bayley, 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 & Bayley, Inc 401(K) Plan is a benefit plan reported by Martin & Bayley, Inc. under EIN 37-0948752 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,511 participants and $7,559,546 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.6MPlan net assets, end of year$7,559,546
Participants1.5KCovered participants reported1,511
Assets / participant$5KComputed: assets ÷ participants$5,003 (computed)
Provider compensation$114.6K3 Schedule C provider row(s)$114,596
- Plan sponsor
- Martin & Bayley, Inc.
- EIN
- 37-0948752
- Plan number
- 003
- Plan type
- 2
- Location
- Carmi, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,511 | H, C | 20250115110446NAL0012643315001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,559,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,559,546
- Net assets (BOY)
- $6,853,137
Income & contributions
- Employer contributions
- $158,297
- Participant contributions
- $937,150
- Total contributions
- $1,096,010
- Total income / additions
- $2,218,071
Expenses & distributions
- Benefits paid
- $1,384,473
- Administrative expenses
- $114,596
- Total expenses
- $1,511,662
- Net increase / (decrease)
- $706,409
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
14%86%
Employer 14%Participant 86%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $73,749 | $0 | 2023 |
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $40,847 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |