MARTINGALE & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2023: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2023-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-07-01 | 0 |
| Total of all active and inactive participants | 2023-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-07-01 | 0 |
| Total participants | 2023-07-01 | 0 |
| Number of participants with account balances | 2023-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-07-01 | 0 |
| 2022: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 23 |
| Total of all active and inactive participants | 2022-07-01 | 27 |
| Total participants | 2022-07-01 | 27 |
| Number of participants with account balances | 2022-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| 2021: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 10 |
| Total of all active and inactive participants | 2021-07-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 27 |
| Number of participants with account balances | 2021-07-01 | 27 |
| 2020: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 13 |
| Total of all active and inactive participants | 2020-07-01 | 31 |
| Total participants | 2020-07-01 | 31 |
| Number of participants with account balances | 2020-07-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 1 |
| 2019: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 24 |
| Total of all active and inactive participants | 2019-07-01 | 41 |
| Total participants | 2019-07-01 | 41 |
| Number of participants with account balances | 2019-07-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 1 |
| 2018: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 24 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 21 |
| Total of all active and inactive participants | 2018-07-01 | 45 |
| Total participants | 2018-07-01 | 45 |
| Number of participants with account balances | 2018-07-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 26 |
| Total of all active and inactive participants | 2017-07-01 | 48 |
| Total participants | 2017-07-01 | 48 |
| Number of participants with account balances | 2017-07-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 1 |
| 2016: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 30 |
| Total of all active and inactive participants | 2016-07-01 | 49 |
| Total participants | 2016-07-01 | 49 |
| Number of participants with account balances | 2016-07-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 1 |
| 2015: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 35 |
| Total of all active and inactive participants | 2015-07-01 | 53 |
| Total participants | 2015-07-01 | 53 |
| Number of participants with account balances | 2015-07-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 3 |
| 2014: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 29 |
| Total of all active and inactive participants | 2014-07-01 | 54 |
| Total participants | 2014-07-01 | 54 |
| Number of participants with account balances | 2014-07-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 1 |
| 2013: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 23 |
| Total of all active and inactive participants | 2013-07-01 | 54 |
| Total participants | 2013-07-01 | 54 |
| Number of participants with account balances | 2013-07-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 22 |
| Total of all active and inactive participants | 2012-07-01 | 52 |
| Total participants | 2012-07-01 | 52 |
| Number of participants with account balances | 2012-07-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 18 |
| Total of all active and inactive participants | 2011-07-01 | 49 |
| Total participants | 2011-07-01 | 49 |
| Number of participants with account balances | 2011-07-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 3 |
| 2009: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 40 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 12 |
| Total of all active and inactive participants | 2009-07-01 | 52 |
| Total participants | 2009-07-01 | 52 |
| Number of participants with account balances | 2009-07-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $402,739 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $402,739 |
| Total plan assets at end of year | 2023-12-31 | $0 |
| Total plan assets at beginning of year | 2023-12-31 | $402,739 |
| Value of fidelity bond covering the plan | 2023-12-31 | $200,000 |
| Net income (gross income less expenses) | 2023-12-31 | $-402,739 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $402,739 |
| Total income from all sources | 2023-06-30 | $1,209,678 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $1,925,376 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $1,925,376 |
| Total plan assets at end of year | 2023-06-30 | $402,739 |
| Total plan assets at beginning of year | 2023-06-30 | $1,118,437 |
| Value of fidelity bond covering the plan | 2023-06-30 | $200,000 |
| Other income received | 2023-06-30 | $1,146,756 |
| Net income (gross income less expenses) | 2023-06-30 | $-715,698 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $402,739 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $1,118,437 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $62,922 |
| 2022 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $95,306 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $72,960 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $72,960 |
| Total plan assets at end of year | 2022-06-30 | $1,118,437 |
| Total plan assets at beginning of year | 2022-06-30 | $1,096,091 |
| Value of fidelity bond covering the plan | 2022-06-30 | $200,000 |
| Other income received | 2022-06-30 | $24,314 |
| Net income (gross income less expenses) | 2022-06-30 | $22,346 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $1,118,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $1,096,091 |
| Assets. Value of employer securities | 2022-06-30 | $118,437 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $70,992 |
| 2021 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $362,236 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $140,826 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $140,826 |
| Total plan assets at end of year | 2021-06-30 | $1,096,091 |
| Total plan assets at beginning of year | 2021-06-30 | $874,681 |
| Value of fidelity bond covering the plan | 2021-06-30 | $200,000 |
| Other income received | 2021-06-30 | $227,337 |
| Net income (gross income less expenses) | 2021-06-30 | $221,410 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $1,096,091 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $874,681 |
| Assets. Value of employer securities | 2021-06-30 | $1,096,091 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $134,899 |
| 2020 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $-793,506 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $73,000 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $73,000 |
| Total plan assets at end of year | 2020-06-30 | $874,681 |
| Total plan assets at beginning of year | 2020-06-30 | $1,741,187 |
| Value of fidelity bond covering the plan | 2020-06-30 | $200,000 |
| Other income received | 2020-06-30 | $-866,506 |
| Net income (gross income less expenses) | 2020-06-30 | $-866,506 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $874,681 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,741,187 |
| Assets. Value of employer securities | 2020-06-30 | $874,681 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $73,000 |
| 2019 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $175,461 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $150,937 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $150,937 |
| Total plan assets at end of year | 2019-06-30 | $1,741,187 |
| Total plan assets at beginning of year | 2019-06-30 | $1,716,663 |
| Value of fidelity bond covering the plan | 2019-06-30 | $200,000 |
| Other income received | 2019-06-30 | $24,524 |
| Net income (gross income less expenses) | 2019-06-30 | $24,524 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $1,741,187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,716,663 |
| Assets. Value of employer securities | 2019-06-30 | $1,741,187 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $150,937 |
| 2018 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $247,509 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $184,891 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $184,891 |
| Total plan assets at end of year | 2018-06-30 | $1,716,663 |
| Total plan assets at beginning of year | 2018-06-30 | $1,654,045 |
| Value of fidelity bond covering the plan | 2018-06-30 | $200,000 |
| Other income received | 2018-06-30 | $65,396 |
| Net income (gross income less expenses) | 2018-06-30 | $62,618 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $1,716,663 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,654,045 |
| Assets. Value of employer securities | 2018-06-30 | $1,716,663 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $182,113 |
| 2017 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $165,232 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $119,510 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $119,510 |
| Total plan assets at end of year | 2017-06-30 | $1,654,045 |
| Total plan assets at beginning of year | 2017-06-30 | $1,608,323 |
| Value of fidelity bond covering the plan | 2017-06-30 | $200,000 |
| Other income received | 2017-06-30 | $57,318 |
| Net income (gross income less expenses) | 2017-06-30 | $45,722 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,654,045 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,608,323 |
| Assets. Value of employer securities | 2017-06-30 | $1,654,045 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $107,914 |
| 2016 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $69,751 |
| Total income from all sources | 2016-06-30 | $138,840 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $99,105 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $99,105 |
| Total plan assets at end of year | 2016-06-30 | $1,608,323 |
| Total plan assets at beginning of year | 2016-06-30 | $1,498,837 |
| Value of fidelity bond covering the plan | 2016-06-30 | $200,000 |
| Other income received | 2016-06-30 | $49,487 |
| Net income (gross income less expenses) | 2016-06-30 | $39,735 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,608,323 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,498,837 |
| Assets. Value of employer securities | 2016-06-30 | $1,608,323 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $89,353 |
| 2015 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $93,450 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $104,553 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $104,553 |
| Total plan assets at end of year | 2015-06-30 | $1,498,837 |
| Total plan assets at beginning of year | 2015-06-30 | $1,509,940 |
| Value of fidelity bond covering the plan | 2015-06-30 | $200,000 |
| Other income received | 2015-06-30 | $-11,103 |
| Net income (gross income less expenses) | 2015-06-30 | $-11,103 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,498,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,509,940 |
| Assets. Value of employer securities | 2015-06-30 | $1,498,837 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $104,553 |
| 2014 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-06-30 | $185,154 |
| Total income from all sources | 2014-06-30 | $-36,651 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $150,129 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $145,307 |
| Total plan assets at end of year | 2014-06-30 | $1,509,940 |
| Total plan assets at beginning of year | 2014-06-30 | $1,881,874 |
| Value of fidelity bond covering the plan | 2014-06-30 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $4,822 |
| Other income received | 2014-06-30 | $-371,934 |
| Net income (gross income less expenses) | 2014-06-30 | $-186,780 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,509,940 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,696,720 |
| Assets. Value of employer securities | 2014-06-30 | $1,509,940 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $335,283 |
| 2013 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-06-30 | $185,154 |
| Total plan liabilities at beginning of year | 2013-06-30 | $412,558 |
| Total income from all sources | 2013-06-30 | $713,307 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $90,971 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $72,375 |
| Total plan assets at end of year | 2013-06-30 | $1,881,874 |
| Total plan assets at beginning of year | 2013-06-30 | $1,486,942 |
| Value of fidelity bond covering the plan | 2013-06-30 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $18,596 |
| Other income received | 2013-06-30 | $394,932 |
| Net income (gross income less expenses) | 2013-06-30 | $622,336 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,696,720 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,074,384 |
| Assets. Value of employer securities | 2013-06-30 | $1,881,874 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $318,375 |
| 2012 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-06-30 | $412,558 |
| Total plan liabilities at beginning of year | 2012-06-30 | $626,671 |
| Total income from all sources | 2012-06-30 | $-36,805 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $104,362 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $72,476 |
| Total plan assets at end of year | 2012-06-30 | $1,486,942 |
| Total plan assets at beginning of year | 2012-06-30 | $1,842,222 |
| Value of fidelity bond covering the plan | 2012-06-30 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $31,886 |
| Other income received | 2012-06-30 | $-355,281 |
| Net income (gross income less expenses) | 2012-06-30 | $-141,167 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,074,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,215,551 |
| Assets. Value of employer securities | 2012-06-30 | $1,486,942 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $318,476 |
| 2011 : MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-06-30 | $626,671 |
| Total plan liabilities at beginning of year | 2011-06-30 | $828,425 |
| Total income from all sources | 2011-06-30 | $-67,881 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $56,303 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $12,057 |
| Total plan assets at end of year | 2011-06-30 | $1,842,222 |
| Total plan assets at beginning of year | 2011-06-30 | $2,168,160 |
| Value of fidelity bond covering the plan | 2011-06-30 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $44,246 |
| Other income received | 2011-06-30 | $-325,938 |
| Net income (gross income less expenses) | 2011-06-30 | $-124,184 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,215,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,339,735 |
| Assets. Value of employer securities | 2011-06-30 | $1,842,222 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $258,057 |
| 2023: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-07-01 | Type of plan entity | Single employer plan |
| 2023-07-01 | Submission has been amended | No |
| 2023-07-01 | This submission is the final filing | Yes |
| 2023-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-07-01 | Plan is a collectively bargained plan | No |
| 2023-07-01 | Plan funding arrangement – Trust | Yes |
| 2023-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MARTINGALE & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
