Marten Transport Retirement Savings Plan — Form 5500 plan (Marten Transport, Ltd.)
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, Marten Transport Retirement Savings Plan is a benefit plan reported by Marten Transport, Ltd. under EIN 39-1140809 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,156 participants and $126,320,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marten Transport, Ltd.
- EIN
- 39-1140809
- Plan number
- 001
- Plan type
- 2
- Location
- Mondovi, WI
- Latest filing year
- 2023
- Participants
- 5,156
- End-of-year plan assets
- $126,320,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,156 | H, C | 20240918143712NAL0002650163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,320,057
- Net assets (EOY)
- $126,320,057
- Net assets (BOY)
- $104,793,692
Income & contributions
- Employer contributions
- $3,804,121
- Participant contributions
- $18,784,948
- Total contributions
- $22,869,255
- Total income / additions
- $39,743,649
Expenses & distributions
- Benefits paid
- $17,811,766
- Administrative expenses
- $384,434
- Total expenses
- $18,217,284
- Net increase / (decrease)
- $21,526,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $368,684 | $0 | 2023 |
| Clifton Larson Allen, Llp | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marten Transport, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Mondovi, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Clifton Larson Allen, Llp — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation