Marshalltown Company 401(K) Savings Plan — Form 5500 plan (Marshalltown Company)
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, Marshalltown Company 401(K) Savings Plan is a benefit plan reported by Marshalltown Company under EIN 42-0397040 and plan number 002. The latest loaded filing year is 2023. The filing reports 641 participants and $28,604,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshalltown Company
- EIN
- 42-0397040
- Plan number
- 002
- Plan type
- 2
- Location
- Marshalltown, IA
- Latest filing year
- 2023
- Participants
- 641
- End-of-year plan assets
- $28,604,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 641 | H, C | 20241003094848NAL0019355522001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,604,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,604,750
- Net assets (BOY)
- $24,273,748
Income & contributions
- Employer contributions
- $923,461
- Participant contributions
- $2,238,361
- Total contributions
- $3,628,869
- Total income / additions
- $7,577,879
Expenses & distributions
- Benefits paid
- $3,127,943
- Administrative expenses
- $118,934
- Total expenses
- $3,246,877
- Net increase / (decrease)
- $4,331,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lion Street Advisors LLC | INVESTMENT ADVISOR | $50,956 | not reported in the loaded dataset | 2023 |
| The Finway Group | CONTRACT ADMINISTRATOR | $43,629 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $31,909 | $0 | 2023 |
| James M. Moyna | AUDITOR | $10,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marshalltown Company
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Marshalltown, IA
- Lion Street Advisors LLC — Schedule C compensation
- The Finway Group — Schedule C compensation
- Empower Annuity Ins. Co Of America — Schedule C compensation
- James M. Moyna — Schedule C compensation