Marthaler Auto Group 401(K) Plan — Form 5500 plan (Marthaler Automotive, 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, Marthaler Auto Group 401(K) Plan is a benefit plan reported by Marthaler Automotive, Ltd. under EIN 41-1806770 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $4,032,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marthaler Automotive, Ltd.
EIN
41-1806770
Plan number
001
Plan type
2
Location
Glenwood, MN
Latest filing year
2023
Participants
208
End-of-year plan assets
$4,032,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20241006153353NAL0029306098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,032,286
Total liabilities (EOY)
$0
Net assets (EOY)
$4,032,286
Net assets (BOY)
$2,767,115

Income & contributions

Employer contributions
$184,402
Participant contributions
$693,624
Total contributions
$898,681
Total income / additions
$1,495,300

Expenses & distributions

Benefits paid
$196,640
Administrative expenses
$33,489
Total expenses
$230,129
Net increase / (decrease)
$1,265,171

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORD KEEPER$1,085$02023
Wilshire Associates Inc.RIA$674not reported in the loaded dataset2023

Related Form 5500 pages