Martin Associates Group, Inc. 401k Profit Sharing Plan — Form 5500 plan (Martin Associates Group, 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 Associates Group, Inc. 401k Profit Sharing Plan is a benefit plan reported by Martin Associates Group, Inc. under EIN 95-2152647 and plan number 333. The latest loaded filing year is 2023. The filing reports 562 participants and $2,973,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin Associates Group, Inc.
- EIN
- 95-2152647
- Plan number
- 333
- Plan type
- 3
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 562
- End-of-year plan assets
- $2,973,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 562 | H, C | 20240923174121NAL0011705489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,973,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,973,851
- Net assets (BOY)
- $93,007,574
Income & contributions
- Employer contributions
- $1,845,339
- Participant contributions
- $3,175,335
- Total contributions
- $5,272,440
- Total income / additions
- $14,848,510
Expenses & distributions
- Benefits paid
- $5,447,828
- Administrative expenses
- $31,640
- Total expenses
- $5,482,472
- Net increase / (decrease)
- $9,366,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Financial Services Group | CONSULTANT | $18,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,393 | not reported in the loaded dataset | 2023 |
| Maurer, Gittings & Graf, Llp | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$14,442 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Martin Associates Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Financial Services Group — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Maurer, Gittings & Graf, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation