Plan5500

Martinsville, IN Form 5500 retirement and benefit plan filings

City Form 5500 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, Martinsville, IN has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $304,026 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Martinsville

  • 4 loaded plans hold $304K in reported assets across 4 sponsors.
  • The largest, Cool Change, Inc. 401(K) Plan, holds 100% of reported Martinsville plan assets.
  • Plans cover 245 participants — about 61 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$304KSummed across loaded plans$304,026
Total reported assets$304K$304,026
Total reported participants245
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$304K total assets
Net assets$304KLiabilities—
Contributions & income
Employer contributions$134.3K
Participant contributions$13.8K
Total income / additions$178K
Expenses & distributions
Benefits paid / distributions$131.5K
Total expenses$148.1K
Net increase / (decrease)$29.9K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Martinsville, IN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Martinsville market comparison

Largest plan share of assets100%Cool Change, Inc. 401(K) Plan
Participants per plan61Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Martinsville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cool Change, Inc. 401(K) Plan$303.7K
    Cool Change, Inc. · 2023
  2. 2
    Js Elliot, LLC Dba Elliot Electric Self Funded Medical Reimbursement Plan$362
    Js Elliott, LLC Dba Elliot Electric · 2023
  3. 3
    South Central Indiana Remcnot reported in the loaded dataset
    South Central Indiana Remc · 2023
  4. 4
    For Bare Feet LLCnot reported in the loaded dataset
    For Bare Feet LLC · 2023

Largest plans in Martinsville → · Martinsville plans by participants → · Martinsville plans with financial data → · Martinsville plans with provider compensation → · $1B+ plans in Martinsville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Martinsville, IN?
4 plan(s) reported by 4 sponsor(s) are loaded for Martinsville, IN.

Related Form 5500 pages