Martin/Brattrud, Inc. Employee Stock Ownership Plan — Form 5500 plan (Martin/Brattrud, 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/Brattrud, Inc. Employee Stock Ownership Plan is a benefit plan reported by Martin/Brattrud, Inc. under EIN 95-3134229 and plan number 002. The latest loaded filing year is 2023. The filing reports 226 participants and $11,371,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin/Brattrud, Inc.
- EIN
- 95-3134229
- Plan number
- 002
- Plan type
- 2
- Location
- Gardena, CA
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $11,371,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H | 20241014180813NAL0015396003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,371,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,371,566
- Net assets (BOY)
- $10,008,906
Income & contributions
- Employer contributions
- $300,000
- Total contributions
- $300,000
- Total income / additions
- $1,546,509
Expenses & distributions
- Benefits paid
- $183,849
- Administrative expenses
- $0
- Total expenses
- $183,849
- Net increase / (decrease)
- $1,362,660
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.