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MARTIN AND ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameMARTIN AND ASSOCIATES 401(K) PLAN
Plan identification number 001

MARTIN AND ASSOCIATES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARTIN AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:MARTIN AND ASSOCIATES
Employer identification number (EIN):752352350
NAIC Classification:423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN AND ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JIMMY MARTIN
0012016-01-01JIMMY MARTIN
0012015-01-01JIMMY MARTIN
0012014-01-01JIMMY MARTIN
0012013-01-01JIMMY MARTIN
0012012-01-01JAMES MARTIN JAMES MARTIN2013-09-13
0012011-01-01JAMES MARTIN
0012009-01-01 JAMES MARTIN2010-06-02
0012009-01-01 JAMES MARTIN2010-06-02
0012009-01-01JAMES MARTIN

Plan Statistics for MARTIN AND ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for MARTIN AND ASSOCIATES 401(K) PLAN

Measure Date Value
2023: MARTIN AND ASSOCIATES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-018
Total number of active participants reported on line 7a of the Form 55002023-01-017
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-017
Number of participants with account balances2023-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MARTIN AND ASSOCIATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-018
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MARTIN AND ASSOCIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0111
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MARTIN AND ASSOCIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0111
Total participants2020-01-0111
Number of participants with account balances2020-01-018
2019: MARTIN AND ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MARTIN AND ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0113
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARTIN AND ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARTIN AND ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARTIN AND ASSOCIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARTIN AND ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARTIN AND ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARTIN AND ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARTIN AND ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MARTIN AND ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARTIN AND ASSOCIATES 401(K) PLAN

Measure Date Value
2023 : MARTIN AND ASSOCIATES 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$347,186
Expenses. Total of all expenses incurred2023-12-31$140
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$1,748,875
Total plan assets at beginning of year2023-12-31$1,401,829
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$75,576
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$248,065
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$347,046
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,748,875
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,401,829
Assets. Value of participant loans2023-12-31$1,165
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$23,545
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$140
2022 : MARTIN AND ASSOCIATES 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-804,246
Expenses. Total of all expenses incurred2022-12-31$2,060,038
Benefits paid (including direct rollovers)2022-12-31$2,059,898
Total plan assets at end of year2022-12-31$1,401,829
Total plan assets at beginning of year2022-12-31$4,266,113
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$71,043
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-897,712
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,864,284
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,401,829
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,266,113
Assets. Value of participant loans2022-12-31$1,718
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$22,423
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$140
2021 : MARTIN AND ASSOCIATES 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$802,299
Expenses. Total of all expenses incurred2021-12-31$38,268
Benefits paid (including direct rollovers)2021-12-31$38,093
Total plan assets at end of year2021-12-31$4,266,113
Total plan assets at beginning of year2021-12-31$3,502,082
Value of fidelity bond covering the plan2021-12-31$300,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$63,213
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$717,117
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$764,031
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,266,113
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,502,082
Assets. Value of participant loans2021-12-31$3,101
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$21,969
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$175
2020 : MARTIN AND ASSOCIATES 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$776,406
Expenses. Total of all expenses incurred2020-12-31$12,189
Benefits paid (including direct rollovers)2020-12-31$11,959
Total plan assets at end of year2020-12-31$3,502,082
Total plan assets at beginning of year2020-12-31$2,737,865
Value of fidelity bond covering the plan2020-12-31$300,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$53,429
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$702,262
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$764,217
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,502,082
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,737,865
Assets. Value of participant loans2020-12-31$4,565
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$20,715
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$230
2019 : MARTIN AND ASSOCIATES 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$645,309
Expenses. Total of all expenses incurred2019-12-31$4,664
Benefits paid (including direct rollovers)2019-12-31$4,449
Total plan assets at end of year2019-12-31$2,737,865
Total plan assets at beginning of year2019-12-31$2,097,220
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$57,610
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$564,285
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$640,645
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,737,865
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,097,220
Assets. Value of participant loans2019-12-31$524
Total contributions received or receivable from employer(s)2019-12-31$23,414
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$215
2018 : MARTIN AND ASSOCIATES 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-67,786
Expenses. Total of all expenses incurred2018-12-31$13,549
Benefits paid (including direct rollovers)2018-12-31$13,334
Total plan assets at end of year2018-12-31$2,097,220
Total plan assets at beginning of year2018-12-31$2,178,555
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$58,848
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-150,150
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-81,335
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,097,220
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,178,555
Assets. Value of participant loans2018-12-31$5,132
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$23,516
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$215
2017 : MARTIN AND ASSOCIATES 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$419,510
Expenses. Total of all expenses incurred2017-12-31$6,846
Benefits paid (including direct rollovers)2017-12-31$6,666
Total plan assets at end of year2017-12-31$2,178,555
Total plan assets at beginning of year2017-12-31$1,765,891
Value of fidelity bond covering the plan2017-12-31$200,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$52,298
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$345,898
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$412,664
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,178,555
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,765,891
Assets. Value of participant loans2017-12-31$351
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$21,314
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$180
2016 : MARTIN AND ASSOCIATES 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$198,755
Expenses. Total of all expenses incurred2016-12-31$212,198
Benefits paid (including direct rollovers)2016-12-31$212,013
Total plan assets at end of year2016-12-31$1,765,891
Total plan assets at beginning of year2016-12-31$1,779,334
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$56,325
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$120,252
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-13,443
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,765,891
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,779,334
Assets. Value of participant loans2016-12-31$1,280
Total contributions received or receivable from employer(s)2016-12-31$22,178
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$185
2015 : MARTIN AND ASSOCIATES 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$80,338
Expenses. Total of all expenses incurred2015-12-31$175
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,779,334
Total plan assets at beginning of year2015-12-31$1,699,171
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$50,815
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$8,971
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$80,163
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,779,334
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,699,171
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$20,552
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$175
2014 : MARTIN AND ASSOCIATES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$204,221
Expenses. Total of all expenses incurred2014-12-31$160
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,699,171
Total plan assets at beginning of year2014-12-31$1,495,110
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$48,244
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$137,154
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$204,061
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,699,171
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,495,110
Assets. Value of participant loans2014-12-31$1,000
Total contributions received or receivable from employer(s)2014-12-31$18,823
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$160
2013 : MARTIN AND ASSOCIATES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$369,944
Expenses. Total of all expenses incurred2013-12-31$225,379
Benefits paid (including direct rollovers)2013-12-31$225,205
Total plan assets at end of year2013-12-31$1,495,110
Total plan assets at beginning of year2013-12-31$1,350,545
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$46,018
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$305,128
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$144,565
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,495,110
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,350,545
Assets. Value of participant loans2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$18,798
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$174
2012 : MARTIN AND ASSOCIATES 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$244,399
Expenses. Total of all expenses incurred2012-12-31$10,837
Benefits paid (including direct rollovers)2012-12-31$10,666
Total plan assets at end of year2012-12-31$1,350,545
Total plan assets at beginning of year2012-12-31$1,116,983
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$51,282
Other income received2012-12-31$173,887
Net income (gross income less expenses)2012-12-31$233,562
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,350,545
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,116,983
Assets. Value of participant loans2012-12-31$11,919
Total contributions received or receivable from employer(s)2012-12-31$19,230
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MARTIN AND ASSOCIATES 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,694
Expenses. Total of all expenses incurred2011-12-31$160
Total plan assets at end of year2011-12-31$1,116,983
Total plan assets at beginning of year2011-12-31$1,066,449
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$54,234
Other income received2011-12-31$-22,187
Net income (gross income less expenses)2011-12-31$50,534
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,116,983
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,066,449
Assets. Value of participant loans2011-12-31$24,138
Total contributions received or receivable from employer(s)2011-12-31$18,647
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$160
2010 : MARTIN AND ASSOCIATES 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$230,451
Expenses. Total of all expenses incurred2010-12-31$145
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,066,449
Total plan assets at beginning of year2010-12-31$836,143
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$65,776
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$140,648
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$230,306
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,066,449
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$836,143
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$24,027
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$145
2009 : MARTIN AND ASSOCIATES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARTIN AND ASSOCIATES 401(K) PLAN

2023: MARTIN AND ASSOCIATES 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARTIN AND ASSOCIATES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARTIN AND ASSOCIATES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARTIN AND ASSOCIATES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARTIN AND ASSOCIATES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARTIN AND ASSOCIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARTIN AND ASSOCIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARTIN AND ASSOCIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARTIN AND ASSOCIATES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARTIN AND ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARTIN AND ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARTIN AND ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARTIN AND ASSOCIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MARTIN AND ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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