Plan5500

Martin Sprocket & Gear, Inc. Employees Profit Sharing Trust — Form 5500 plan (Martin Sprocket & Gear, 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 Sprocket & Gear, Inc. Employees Profit Sharing Trust is a benefit plan reported by Martin Sprocket & Gear, Inc. under EIN 75-0832268 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,952 participants and $224,651,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Martin Sprocket & Gear, Inc.
EIN
75-0832268
Plan number
001
Plan type
2
Location
Arlington, TX
Latest filing year
2023
Participants
1,952
End-of-year plan assets
$224,651,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,952H, C20260331114537NAL0000012144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$224,651,775
Total liabilities (EOY)
$0
Net assets (EOY)
$224,651,775
Net assets (BOY)
$219,021,643

Income & contributions

Employer contributions
$2,782,142
Participant contributions
$6,369,992
Total contributions
$9,152,134
Total income / additions
$32,493,886

Expenses & distributions

Benefits paid
$25,914,748
Administrative expenses
$949,006
Total expenses
$26,863,754
Net increase / (decrease)
$5,630,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan ChaseINVESTMENT MANAGEMENT$696,735not reported in the loaded dataset2023
Luther King Capital ManagementINVESTMENT MANAGEMENT$159,639not reported in the loaded dataset2023
Bokf, NaTRUSTEE$54,287not reported in the loaded dataset2023

Related Form 5500 pages