Martin-Baker America, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Martin-Baker America, 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-Baker America, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Martin-Baker America, Inc. under EIN 52-1285414 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $12,243,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin-Baker America, Inc.
- EIN
- 52-1285414
- Plan number
- 001
- Plan type
- 2
- Location
- Johnstown, PA
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $12,243,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240911120054NAL0004237939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,243,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,243,160
- Net assets (BOY)
- $9,932,337
Income & contributions
- Employer contributions
- $378,468
- Participant contributions
- $716,736
- Total contributions
- $1,187,523
- Total income / additions
- $2,836,584
Expenses & distributions
- Benefits paid
- $512,091
- Administrative expenses
- $13,670
- Total expenses
- $525,761
- Net increase / (decrease)
- $2,310,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services L | SERVICE PROVIDER | $0 | $23,645 | 2023 |
| Cbiz Benefits & Insurance Services | THIRD PARTY ADMINISTRATO | $0 | $5,229 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,160 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Martin-Baker America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Johnstown, PA
- Cbiz Investment Advisory Services L — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation