2023 Form 5500 filing — Martin Brothers Distributing Company, Inc. Esop And 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730100556NAL0019850993001) for Martin Brothers Distributing Company, Inc. Esop And 401(K) Plan, reported by Martin Brothers Distributing Company, Inc. under EIN 42-0841720 and plan number 002. It reports 843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730100556NAL0019850993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martin Brothers Distributing Company, Inc.
- EIN
- 42-0841720
- Plan number
- 002
- Location
- Cedar Falls, IA
- Participants
- 843
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,069,726
- Net assets (EOY)
- $122,069,726
- Participant contributions
- $2,228,544
- Total income / additions
- $19,721,860
- Benefits paid
- $12,334,800
- Administrative expenses
- $102,625
- Total expenses
- $12,437,425
- Net increase / (decrease)
- $7,284,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Accel Wealth Management | INVESTMENT ADVISORY | $29,242 | $89,805 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $73,383 | $0 |