Martin Retirement Savings Plan — Form 5500 plan (Martin Tractor, Inc. D/B/A Martin)
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 Retirement Savings Plan is a benefit plan reported by Martin Tractor, Inc. D/B/A Martin under EIN 37-1322641 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $12,924,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin Tractor, Inc. D/B/A Martin
- EIN
- 37-1322641
- Plan number
- 001
- Plan type
- 2
- Location
- Galesburg, IL
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $12,924,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241015102259NAL0055557890001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,924,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,924,948
- Net assets (BOY)
- $10,653,665
Income & contributions
- Employer contributions
- $588,642
- Participant contributions
- $1,086,193
- Total contributions
- $1,823,401
- Total income / additions
- $3,637,581
Expenses & distributions
- Benefits paid
- $1,297,906
- Administrative expenses
- $68,392
- Total expenses
- $1,366,298
- Net increase / (decrease)
- $2,271,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Finway Group LLC | CONTRACT ADMIN | $7,702 | not reported in the loaded dataset | 2023 |
| Maquoketa State Bank | INVESTMENT ADVISOR | $6,800 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $857 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $852 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Martin Tractor, Inc. D/B/A Martin
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Galesburg, IL
- The Finway Group LLC — Schedule C compensation
- Maquoketa State Bank — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation