Marts & Lundy, Inc. Employee Stock Ownership Plan — Form 5500 plan (Marts & Lundy Inc.)
Plain-English plan 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, Marts & Lundy, Inc. Employee Stock Ownership Plan is a benefit plan reported by Marts & Lundy Inc. under EIN 22-2328092 and plan number 004. The latest loaded filing year is 2023. The filing reports 92 participants and $5,159,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marts & Lundy Inc.
- EIN
- 22-2328092
- Plan number
- 004
- Plan type
- 2
- Location
- Lyndhurst, NJ
- Latest filing year
- 2023
- Participants
- 92
- End-of-year plan assets
- $5,159,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 92 | I | 20240913134036NAL0011735873001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,159,971
- Net assets (EOY)
- $5,159,971
- Net assets (BOY)
- $3,780,130
Income & contributions
- Employer contributions
- $709,818
- Total income / additions
- $1,899,573
Expenses & distributions
- Benefits paid
- $519,732
- Total expenses
- $519,732
- Net increase / (decrease)
- $1,379,841
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.