S. Martinelli & Company Retirement Plan — Form 5500 plan (S. Martinelli & Company)
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, S. Martinelli & Company Retirement Plan is a benefit plan reported by S. Martinelli & Company under EIN 77-0133871 and plan number 003. The latest loaded filing year is 2023. The filing reports 123 participants and $18,548,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S. Martinelli & Company
- EIN
- 77-0133871
- Plan number
- 003
- Plan type
- 2
- Location
- Watsonville, CA
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $18,548,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20240904185853NAL0011309427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,548,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,548,039
- Net assets (BOY)
- $14,513,761
Income & contributions
- Employer contributions
- $1,229,385
- Participant contributions
- $1,079,548
- Total contributions
- $2,315,117
- Total income / additions
- $4,877,928
Expenses & distributions
- Benefits paid
- $840,390
- Administrative expenses
- $2,269
- Total expenses
- $843,650
- Net increase / (decrease)
- $4,034,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |