David H Martin Excavating Inc 401k Plan — Form 5500 plan (David H Martin Excavating 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, David H Martin Excavating Inc 401k Plan is a benefit plan reported by David H Martin Excavating Inc under EIN 25-1564223 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $10,267,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David H Martin Excavating Inc
- EIN
- 25-1564223
- Plan number
- 001
- Plan type
- 2
- Location
- Chambersburg, PA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $10,267,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20240729095704NAL0019206289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,267,349
- Total liabilities (EOY)
- $228
- Net assets (EOY)
- $10,267,121
- Net assets (BOY)
- $8,254,365
Income & contributions
- Employer contributions
- $541,316
- Participant contributions
- $891,845
- Total contributions
- $1,484,623
- Total income / additions
- $2,917,914
Expenses & distributions
- Benefits paid
- $898,042
- Administrative expenses
- $7,116
- Total expenses
- $905,158
- Net increase / (decrease)
- $2,012,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smith Elliott Kearns & Company, LLC | SERVICE PROVIDER | $4,350 | $4,439 | 2023 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $2,608 | $0 | 2023 |