2023 Form 5500 filing — Martin Bauer, 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 20250219120408NAL0009593314001) for Martin Bauer, Inc. 401(K) Profit Sharing Plan, reported by Martin Bauer, Inc. under EIN 33-0892779 and plan number 001. It reports 201 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)$12.1MReported net assets$12,068,411
Participants201
Provider compensation$39.1K5 Schedule C row(s)$39,116
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250219120408NAL0009593314001
- Plan sponsor
- Martin Bauer, Inc.
- EIN
- 33-0892779
- Plan number
- 001
- Location
- Secaucus, NJ
- 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)$12.1M total assets
Net assets$12.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,068,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,068,411
- Employer contributions
- $434,823
- Participant contributions
- $905,067
- Total income / additions
- $3,230,231
- Benefits paid
- $2,780,886
- Administrative expenses
- $39,118
- Total expenses
- $2,847,101
- Net increase / (decrease)
- $383,130
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 401k Advisors Inc | INVESTMENT/FINANCIAL ADVI | $11,570 | $0 |
| Adp, Inc. | RECORD KEEPER | $11,455 | $0 |
| Resources Investment Advisors, Inc. | CONSULTANT | $9,229 | $0 |
| Accelerate Investment Advisors LLC | INVESTMENT/FINANCIAL ADVI | $6,862 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |