Plan5500

H. J. Martin & Son, Inc. Profit Sharing And Retirement Savings Plan — Form 5500 plan (H.J. Martin & Son, 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, H. J. Martin & Son, Inc. Profit Sharing And Retirement Savings Plan is a benefit plan reported by H.J. Martin & Son, Inc. under EIN 39-0967098 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $24,010,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H.J. Martin & Son, Inc.
EIN
39-0967098
Plan number
001
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
Participants
280
End-of-year plan assets
$24,010,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20240905120447NAL0021029073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,010,549
Total liabilities (EOY)
$0
Net assets (EOY)
$24,010,549
Net assets (BOY)
$19,755,082

Income & contributions

Employer contributions
$426,858
Participant contributions
$1,415,408
Total contributions
$1,961,286
Total income / additions
$5,634,425

Expenses & distributions

Benefits paid
$1,290,735
Administrative expenses
$88,223
Total expenses
$1,378,958
Net increase / (decrease)
$4,255,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nicolet National BankINVESTMENT ADVISOR$39,954not reported in the loaded dataset2023
Pension Inc.THIRD PARTY ADMINISTRATO$35,492not reported in the loaded dataset2023
Global Retirement PartnersINVESTMENT ADVISOR$12,777not reported in the loaded dataset2023

Related Form 5500 pages