2023 Form 5500 filing — Martin-Baker America, Inc. 401(K) Profit Sharing 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 20240911120054NAL0004237939001) for Martin-Baker America, Inc. 401(K) Profit Sharing Plan, reported by Martin-Baker America, Inc. under EIN 52-1285414 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911120054NAL0004237939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martin-Baker America, Inc.
- EIN
- 52-1285414
- Plan number
- 001
- Location
- Johnstown, PA
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,243,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,243,160
- Employer contributions
- $378,468
- Participant contributions
- $716,736
- Total income / additions
- $2,836,584
- Benefits paid
- $512,091
- Administrative expenses
- $13,670
- Total expenses
- $525,761
- Net increase / (decrease)
- $2,310,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services L | SERVICE PROVIDER | $0 | $23,645 |
| Cbiz Benefits & Insurance Services | THIRD PARTY ADMINISTRATO | $0 | $5,229 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,160 | not reported in the loaded dataset |