Martenson & Eisele, Inc. Employee Stock Ownership Plan — Form 5500 plan (Martenson & Eisele 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, Martenson & Eisele, Inc. Employee Stock Ownership Plan is a benefit plan reported by Martenson & Eisele Inc under EIN 39-1284511 and plan number 002. The latest loaded filing year is 2023. The filing reports 29 participants and $477,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martenson & Eisele Inc
- EIN
- 39-1284511
- Plan number
- 002
- Plan type
- 2
- Location
- Menasha, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20241008080020NAL0008172307001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $477,893
- Total liabilities (EOY)
- $14,118
- Net assets (EOY)
- $463,775
- Net assets (BOY)
- $506,276
Income & contributions
- Employer contributions
- $20,379
- Total income / additions
- -$22,122
Expenses & distributions
- Benefits paid
- $20,379
- Total expenses
- $20,379
- Net increase / (decrease)
- -$42,501
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.