Martin Clearwater & Bell Llp — 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, Martin Clearwater & Bell Llp (EIN 13-2811394) is a plan sponsor located in New York, NY 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
13-2811394
Location
New York, NY
Loaded plans
2
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 Martin Clearwater & Bell Llp

  • 2 loaded plans hold $13.3M in reported assets.
  • The largest, Martin Clearwater And Bell Llp Associate 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 268 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.3MSummed across loaded plans$13,284,020
Total reported assets$13.3M$13,284,020
Total reported participants268
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.3M total assets
Net assets$13.3MLiabilities$0
Contributions & income
Employer contributions$185K
Participant contributions$668.5K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$690.5K
Total expenses$690.5K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Martin Clearwater And Bell Llp Associate 401(K) Plan
Participants per plan134Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #004 · 125 participants · 2023
  2. 2
    Martin Clearwater & Bell Llp Flexible Benefits Plannot reported in the loaded dataset
    Plan #506 · 143 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Martin Clearwater & Bell Llp. Open one for its full reported snapshot.

  1. 2023
    Martin Clearwater And Bell Llp Associate 401(K) Plan125 participants · 2Sch H
    View filing →
  2. 2023
    Martin Clearwater & Bell Llp Flexible Benefits Plan143 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Martin Clearwater & Bell Llp report on Form 5500?
Martin Clearwater & Bell Llp (EIN 13-2811394) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Martin Clearwater & Bell Llp?
The Employer Identification Number (EIN) reported for Martin Clearwater & Bell Llp is 13-2811394.
What is the latest Form 5500 filing year for Martin Clearwater & Bell Llp?
The latest loaded Form 5500 filing year for Martin Clearwater & Bell Llp is 2023.

Related Form 5500 pages