2023 Form 5500 filing — Martin Bros./Marcowall, Inc. 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 20250321114125NAL0005951027001) for Martin Bros./Marcowall, Inc. 401(K) Plan, reported by Martin Bros./Marcowall, Inc. under EIN 95-2470316 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250321114125NAL0005951027001
Filing year
2023
Form type
2
Plan sponsor
Martin Bros./Marcowall, Inc.
EIN
95-2470316
Plan number
002
Location
Gardena, CA
Participants
142
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,798,609
Total liabilities (EOY)
$0
Net assets (EOY)
$16,798,609
Employer contributions
$279,888
Participant contributions
$1,088,064
Total income / additions
$3,560,479
Benefits paid
$321,733
Administrative expenses
$129,843
Total expenses
$451,576
Net increase / (decrease)
$3,108,903
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$6,032$0
Delarme Wealth ManagementINVESTMENT ADVISORY$3,379not reported in the loaded dataset
Futureplan By AscensusRECORDKEEPER$235$0

Related Form 5500 pages