The Dl Martin Co 401k Profit Sharing Plan — Form 5500 plan (The Dl Martin Co)
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, The Dl Martin Co 401k Profit Sharing Plan is a benefit plan reported by The Dl Martin Co under EIN 25-1185827 and plan number 004. The latest loaded filing year is 2023. The filing reports 178 participants and $9,969,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Dl Martin Co
- EIN
- 25-1185827
- Plan number
- 004
- Plan type
- 3
- Location
- Mercersburg, PA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $9,969,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20250414095433NAL0001603537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,969,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,969,968
- Net assets (BOY)
- $8,642,317
Income & contributions
- Employer contributions
- $178,001
- Participant contributions
- $417,085
- Total contributions
- $601,800
- Total income / additions
- $1,931,812
Expenses & distributions
- Benefits paid
- $590,791
- Administrative expenses
- $13,370
- Total expenses
- $604,161
- Net increase / (decrease)
- $1,327,651
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Corporation | SERVICE PROVIDER | $0 | $20,932 | 2023 |
| Smith Elliott Kearns & Co., LLC | SERVICE PROVIDER | $8,811 | not reported in the loaded dataset | 2023 |