2023 Form 5500 filing — The Dl Martin Co 401k 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 20250414095433NAL0001603537001) for The Dl Martin Co 401k Profit Sharing Plan, reported by The Dl Martin Co under EIN 25-1185827 and plan number 004. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$9,969,968
Participants178
Provider compensation$29.7K2 Schedule C row(s)$29,743
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250414095433NAL0001603537001
Plan sponsor
The Dl Martin Co
EIN
25-1185827
Plan number
004
Location
Mercersburg, 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)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$604.2K
Benefits paid / distributions$590.8K
Contributions
Employer$178K
Participant$417.1K
Full reported line items
Total assets (EOY)
$9,969,968
Total liabilities (EOY)
$0
Net assets (EOY)
$9,969,968
Employer contributions
$178,001
Participant contributions
$417,085
Total income / additions
$1,931,812
Benefits paid
$590,791
Administrative expenses
$13,370
Total expenses
$604,161
Net increase / (decrease)
$1,327,651

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl Financial CorporationSERVICE PROVIDER$0$20,932
Smith Elliott Kearns & Co., LLCSERVICE PROVIDER$8,811not reported in the loaded dataset

Related Form 5500 pages