2023 Form 5500 filing — The Martz Group 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 20241014093711NAL0013069779001) for The Martz Group 401(K) Plan, reported by Frank Martz Coach Company under EIN 24-0654440 and plan number 002. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.9MReported net assets$5,905,149
Participants141
Provider compensation$36.2K3 Schedule C row(s)$36,210
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014093711NAL0013069779001
- Plan sponsor
- Frank Martz Coach Company
- EIN
- 24-0654440
- Plan number
- 002
- Location
- Wilkes-Barre, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,905,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,905,149
- Employer contributions
- $219,165
- Participant contributions
- $347,146
- Total income / additions
- $1,345,452
- Benefits paid
- $393,559
- Administrative expenses
- $35,393
- Total expenses
- $437,531
- Net increase / (decrease)
- $907,921
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,392 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $818 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |