The Place At Martinez — 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, The Place At Martinez (EIN 42-1696037) is a plan sponsor located in Augusta, GA 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
42-1696037
Location
Augusta, GA
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 The Place At Martinez

  • 1 loaded plans hold $342K in reported assets.
  • The largest, The Place At Martinez 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 298 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$342KSummed across loaded plans$342,012
Total reported assets$342K$342,012
Total reported participants298
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$342K total assets
Net assets$342KLiabilities$0
Contributions & income
Employer contributions$8.8K
Participant contributions$48.9K
Total income / additions$105.7K
Expenses & distributions
Benefits paid / distributions$9.9K
Total expenses$14.4K
Net increase / (decrease)$91.3K

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%The Place At Martinez 401(K) Profit Sharing Plan & Trust
Participants per plan298Average 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 #001 · 298 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Place At Martinez. Open one for its full reported snapshot.

  1. 2023
    The Place At Martinez 401(K) Profit Sharing Plan & Trust298 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Place At Martinez report on Form 5500?
The Place At Martinez (EIN 42-1696037) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Place At Martinez?
The Employer Identification Number (EIN) reported for The Place At Martinez is 42-1696037.
What is the latest Form 5500 filing year for The Place At Martinez?
The latest loaded Form 5500 filing year for The Place At Martinez is 2023.

Related Form 5500 pages