Martinfederal Consulting, LLC. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Martinfederal Consulting, LLC.)

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, Martinfederal Consulting, LLC. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Martinfederal Consulting, LLC. under EIN 33-1181699 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $6,439,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Martinfederal Consulting, LLC.
EIN
33-1181699
Plan number
001
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
Participants
257
End-of-year plan assets
$6,439,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20240918114938NAL0009453906001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,439,484
Total liabilities (EOY)
$0
Net assets (EOY)
$6,439,484
Net assets (BOY)
$4,647,151

Income & contributions

Employer contributions
$472,722
Participant contributions
$921,296
Total contributions
$1,741,424
Total income / additions
$2,628,892

Expenses & distributions

Benefits paid
$785,334
Administrative expenses
$51,225
Total expenses
$836,559
Net increase / (decrease)
$1,792,333

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,050$02023
Stifel Nicolaus & Company IncINVESTMENT ADVISORY$20,175$52023

Related Form 5500 pages