2023 Form 5500 filing — Martin Retirement 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 20241015102259NAL0055557890001) for Martin Retirement Savings Plan, reported by Martin Tractor, Inc. D/B/A Martin under EIN 37-1322641 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102259NAL0055557890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martin Tractor, Inc. D/B/A Martin
- EIN
- 37-1322641
- Plan number
- 001
- Location
- Galesburg, IL
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,924,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,924,948
- Employer contributions
- $588,642
- Participant contributions
- $1,086,193
- Total income / additions
- $3,637,581
- Benefits paid
- $1,297,906
- Administrative expenses
- $68,392
- Total expenses
- $1,366,298
- Net increase / (decrease)
- $2,271,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Finway Group LLC | CONTRACT ADMIN | $7,702 | not reported in the loaded dataset |
| Maquoketa State Bank | INVESTMENT ADVISOR | $6,800 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $857 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $852 | $0 |