Martin Bros./Marcowall, Inc. 401(K) Plan — Form 5500 plan (Martin Bros./Marcowall, 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 Bros./Marcowall, Inc. 401(K) Plan is a benefit plan reported by Martin Bros./Marcowall, Inc. under EIN 95-2470316 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $16,798,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin Bros./Marcowall, Inc.
- EIN
- 95-2470316
- Plan number
- 002
- Plan type
- 2
- Location
- Gardena, CA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $16,798,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20250321114125NAL0005951027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,798,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,798,609
- Net assets (BOY)
- $13,689,706
Income & contributions
- Employer contributions
- $279,888
- Participant contributions
- $1,088,064
- Total contributions
- $1,370,884
- Total income / additions
- $3,560,479
Expenses & distributions
- Benefits paid
- $321,733
- Administrative expenses
- $129,843
- Total expenses
- $451,576
- Net increase / (decrease)
- $3,108,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $6,032 | $0 | 2023 |
| Delarme Wealth Management | INVESTMENT ADVISORY | $3,379 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $235 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Martin Bros./Marcowall, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Gardena, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Delarme Wealth Management — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation