Plan5500

Martin & Bayley, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Martin & Bayley, 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, Martin & Bayley, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Martin & Bayley, Inc. under EIN 37-0948752 and plan number 002. The latest loaded filing year is 2023. The filing reports 881 participants and $143,909,064 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Martin & Bayley, Inc.
EIN
37-0948752
Plan number
002
Plan type
2
Location
Carmi, IL
Latest filing year
2023
Participants
881
End-of-year plan assets
$143,909,064

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023881H, C20250115084512NAL0035348368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$143,909,064
Total liabilities (EOY)
$28,054,001
Net assets (EOY)
$115,855,063
Net assets (BOY)
$109,854,921

Income & contributions

Employer contributions
$2,649,421
Total contributions
$2,649,421
Total income / additions
$16,188,116

Expenses & distributions

Benefits paid
$9,209,745
Administrative expenses
$30,941
Total expenses
$10,187,974
Net increase / (decrease)
$6,000,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialADVISOR$22,435not reported in the loaded dataset2023
Transition Finance StrategiesTHIRD PARTY ADMIN$8,455not reported in the loaded dataset2023

Related Form 5500 pages