C. F. Martin & Co., Inc. 401(K) Plan — Form 5500 plan (C. F. Martin &Amp; Co. 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, C. F. Martin & Co., Inc. 401(K) Plan is a benefit plan reported by C. F. Martin &Amp; Co. Inc. under EIN 24-0654010 and plan number 009. The latest loaded filing year is 2023. The filing reports 230 participants and $66,097,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C. F. Martin &Amp; Co. Inc.
EIN
24-0654010
Plan number
009
Plan type
2
Location
Nazareth, PA
Latest filing year
2023
Participants
230
End-of-year plan assets
$66,097,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20241014164316NAL0026740369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,097,088
Total liabilities (EOY)
$0
Net assets (EOY)
$66,097,088
Net assets (BOY)
$62,396,869

Income & contributions

Employer contributions
$1,021,953
Participant contributions
$1,747,901
Total contributions
$3,140,633
Total income / additions
$12,419,328

Expenses & distributions

Benefits paid
$8,570,578
Administrative expenses
$142,533
Total expenses
$8,719,109
Net increase / (decrease)
$3,700,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$73,915$02023
Capfinancial Partners LLC Dba CaptrNONE$68,618not reported in the loaded dataset2023

Related Form 5500 pages