2023 Form 5500 filing — Marshalltown Company 401(K) Savings 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 20241003094848NAL0019355522001) for Marshalltown Company 401(K) Savings Plan, reported by Marshalltown Company under EIN 42-0397040 and plan number 002. It reports 641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003094848NAL0019355522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marshalltown Company
- EIN
- 42-0397040
- Plan number
- 002
- Location
- Marshalltown, IA
- Participants
- 641
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,604,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,604,750
- Employer contributions
- $923,461
- Participant contributions
- $2,238,361
- Total income / additions
- $7,577,879
- Benefits paid
- $3,127,943
- Administrative expenses
- $118,934
- Total expenses
- $3,246,877
- Net increase / (decrease)
- $4,331,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lion Street Advisors LLC | INVESTMENT ADVISOR | $50,956 | not reported in the loaded dataset |
| The Finway Group | CONTRACT ADMINISTRATOR | $43,629 | not reported in the loaded dataset |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $31,909 | $0 |
| James M. Moyna | AUDITOR | $10,250 | not reported in the loaded dataset |