Martell Services Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Martell Services Group, Inc. (EIN 06-1675328) is a plan sponsor located in South Bend, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1675328
Location
South Bend, IN
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Martell Services Group, Inc.

  • 1 loaded plans hold $50K in reported assets.
  • The largest, Martell Services Group, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 301 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$379.3KSummed across loaded plans-$379,309
Total reported assets$50K$50,000
Total reported participants301
Total reported liabilities$429.3K$429,309

Reported net position

Reported assets = net assets + liabilities (summed)$50K total assets
Net assets-$379.3KLiabilities$429.3K
Contributions & income
Employer contributions$29.8K
Participant contributionsNot reported
Total income / additions-$6M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$6.1K
Net increase / (decrease)-$6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Martell Services Group, Inc. Employee Stock Ownership Plan
Participants per plan301Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 301 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Martell Services Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Martell Services Group, Inc. Employee Stock Ownership Plan301 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Martell Services Group, Inc. report on Form 5500?
Martell Services Group, Inc. (EIN 06-1675328) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Martell Services Group, Inc.?
The Employer Identification Number (EIN) reported for Martell Services Group, Inc. is 06-1675328.
What is the latest Form 5500 filing year for Martell Services Group, Inc.?
The latest loaded Form 5500 filing year for Martell Services Group, Inc. is 2023.

Related Form 5500 pages