2023 Form 5500 filing — Martin-Logan, Ltd. 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 20241010141509NAL0036042192001) for Martin-Logan, Ltd. 401(K) Plan, reported by Martin-Logan, Ltd. under EIN 48-0961144 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,831,477
Participants49
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010141509NAL0036042192001
Plan sponsor
Martin-Logan, Ltd.
EIN
48-0961144
Plan number
001
Location
Lawrence, KS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$624.7K
Total expenses$252.4K
Benefits paid / distributions$252K
Contributions
Employer$58.1K
Participant$150.6K
Full reported line items
Total assets (EOY)
$2,831,477
Total liabilities (EOY)
$0
Net assets (EOY)
$2,831,477
Employer contributions
$58,081
Participant contributions
$150,605
Total income / additions
$624,658
Benefits paid
$252,009
Administrative expenses
$416
Total expenses
$252,425
Net increase / (decrease)
$372,233

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010141509NAL0036042192001 cover?
It is the 2023 Form 5500 filing for Martin-Logan, Ltd. 401(K) Plan, reported by Martin-Logan, Ltd. (EIN 48-0961144).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages