Martin Incorporated 401(K) Plan — Form 5500 plan (Martin Incorporated)
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 Incorporated 401(K) Plan is a benefit plan reported by Martin Incorporated under EIN 63-0397501 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $24,607,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin Incorporated
- EIN
- 63-0397501
- Plan number
- 001
- Plan type
- 2
- Location
- Florence, AL
- Latest filing year
- 2023
- Participants
- 484
- End-of-year plan assets
- $24,607,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 484 | H, C | 20241001125557NAL0007077393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,607,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,607,972
- Net assets (BOY)
- $16,688,995
Income & contributions
- Employer contributions
- $508,247
- Participant contributions
- $1,582,485
- Total contributions
- $3,290,153
- Total income / additions
- $6,293,349
Expenses & distributions
- Benefits paid
- $2,155,068
- Administrative expenses
- $142,313
- Total expenses
- $2,302,379
- Net increase / (decrease)
- $3,990,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | INVESTMENT MGMT | $50,554 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | INVESTMENT MGMT | $4,696 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc | INVESTMENT MGMT | $4,273 | not reported in the loaded dataset | 2023 |