Martin/Martin, Inc. 401(K) Plan — Form 5500 plan (Martin/Martin, 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/Martin, Inc. 401(K) Plan is a benefit plan reported by Martin/Martin, Inc. under EIN 84-1093281 and plan number 001. The latest loaded filing year is 2023. The filing reports 459 participants and $77,360,809 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Martin/Martin, Inc.
EIN
84-1093281
Plan number
001
Plan type
2
Location
Lakewood, CO
Latest filing year
2023
Participants
459
End-of-year plan assets
$77,360,809

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023459H, C20241011102058NAL0022558305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,360,809
Total liabilities (EOY)
$0
Net assets (EOY)
$77,360,809
Net assets (BOY)
$0

Income & contributions

Employer contributions
$32,416
Participant contributions
$1,294,881
Total contributions
$1,360,155
Total income / additions
$8,988,890

Expenses & distributions

Benefits paid
$606,932
Administrative expenses
$3,127
Total expenses
$610,059
Net increase / (decrease)
$8,378,831

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,463$02023

Related Form 5500 pages