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MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameMARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN
Plan identification number 001

MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 & MARTIN, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARTIN & MARTIN, INC.
Employer identification number (EIN):251242919
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN & MARTIN, INC. EMPLOYEES PENSION 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
0012017-01-01TIM CORMANY
0012016-01-01TIM CORMANY
0012015-01-01TIM CORMANY
0012014-01-01TIM CORMANY
0012013-01-01RICHARD BODNER
0012012-01-01RICHARD BODNER
0012011-01-01RICHARD BODNER
0012010-01-01RICK BODNER
0012009-01-01RICK BODNER

Financial Data on MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN

Measure Date Value
2025 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2532527
Net assets as of the end of the plan year2025-07-254517706
Total assets as of the beginning of the plan year2025-07-253719044
Value of plan covered by a fidelity bond2025-07-25372000
Participant contributions to plan in this plan year2025-07-25118592
Value of participant loans at end of plan year2025-07-2513776
Other income to plan in this plan year2025-07-25608685
Plan net income in this plan year2025-07-25798662
Net assets as of the end of the plan year2025-07-254517706
Net assets as of the beginning of the plan year2025-07-253719044
Employer contributions to plan in this plan year2025-07-25103912
Fees paid to broker by Benefit Provider2025-07-2510178
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2515620
2024 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1220146
Net assets as of the end of the plan year2024-10-123719044
Total assets as of the beginning of the plan year2024-10-122896635
Value of plan covered by a fidelity bond2024-10-12289664
Participant contributions to plan in this plan year2024-10-1295480
Value of participant loans at end of plan year2024-10-121147
Other income to plan in this plan year2024-10-12634022
Plan net income in this plan year2024-10-12822409
Net assets as of the end of the plan year2024-10-123719044
Net assets as of the beginning of the plan year2024-10-122896635
Employer contributions to plan in this plan year2024-10-12113053
Fees paid to broker by Benefit Provider2024-10-127910
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1211881
2022 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-07153696
Net assets as of the end of the plan year2022-10-073407054
Total assets as of the beginning of the plan year2022-10-073024144
Value of plan covered by a fidelity bond2022-10-07302415
Participant contributions to plan in this plan year2022-10-0781836
Value of participant loans at end of plan year2022-10-0710681
Other contributions to plan in this plan year2022-10-077780
Other income to plan in this plan year2022-10-07350308
Plan net income in this plan year2022-10-07382910
Net assets as of the end of the plan year2022-10-073407054
Net assets as of the beginning of the plan year2022-10-073024144
Employer contributions to plan in this plan year2022-10-0796682
Fees paid to broker by Benefit Provider2022-10-0716524
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-076960
2017 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$491,472
Expenses. Total of all expenses incurred2017-12-31$5,346
Total plan assets at end of year2017-12-31$2,396,215
Total plan assets at beginning of year2017-12-31$1,910,089
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$54,280
Expenses. Other expenses not covered elsewhere2017-12-31$5,346
Other income received2017-12-31$320,779
Net income (gross income less expenses)2017-12-31$486,126
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,396,215
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,910,089
Assets. Value of participant loans2017-12-31$42,949
Total contributions received or receivable from employer(s)2017-12-31$116,413
2016 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$353,215
Expenses. Total of all expenses incurred2016-12-31$80,489
Benefits paid (including direct rollovers)2016-12-31$76,151
Total plan assets at end of year2016-12-31$1,910,089
Total plan assets at beginning of year2016-12-31$1,637,363
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$43,039
Expenses. Other expenses not covered elsewhere2016-12-31$4,338
Other income received2016-12-31$179,572
Net income (gross income less expenses)2016-12-31$272,726
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,910,089
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,637,363
Assets. Value of participant loans2016-12-31$4,103
Total contributions received or receivable from employer(s)2016-12-31$130,604
2015 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$125,391
Expenses. Total of all expenses incurred2015-12-31$946,239
Benefits paid (including direct rollovers)2015-12-31$940,000
Total plan assets at end of year2015-12-31$1,637,363
Total plan assets at beginning of year2015-12-31$2,458,211
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$51,284
Expenses. Other expenses not covered elsewhere2015-12-31$6,239
Other income received2015-12-31$-49,591
Net income (gross income less expenses)2015-12-31$-820,848
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,637,363
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,458,211
Assets. Value of participant loans2015-12-31$15,714
Total contributions received or receivable from employer(s)2015-12-31$123,698
2014 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$276,680
Expenses. Total of all expenses incurred2014-12-31$597,580
Benefits paid (including direct rollovers)2014-12-31$590,541
Total plan assets at end of year2014-12-31$2,458,211
Total plan assets at beginning of year2014-12-31$2,779,111
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$44,692
Expenses. Other expenses not covered elsewhere2014-12-31$7,039
Other income received2014-12-31$138,078
Net income (gross income less expenses)2014-12-31$-320,900
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,458,211
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,779,111
Assets. Value of participant loans2014-12-31$27,325
Total contributions received or receivable from employer(s)2014-12-31$93,910
2013 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$451,343
Expenses. Total of all expenses incurred2013-12-31$33,013
Benefits paid (including direct rollovers)2013-12-31$22,612
Total plan assets at end of year2013-12-31$2,779,111
Total plan assets at beginning of year2013-12-31$2,360,781
Value of fidelity bond covering the plan2013-12-31$250,000
Expenses. Other expenses not covered elsewhere2013-12-31$10,401
Other income received2013-12-31$359,283
Net income (gross income less expenses)2013-12-31$418,330
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,779,111
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,360,781
Assets. Value of participant loans2013-12-31$37,179
Total contributions received or receivable from employer(s)2013-12-31$92,060
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$92,060
Amount contributed by the employer to the plan for this plan year2013-12-31$92,060
2012 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$314,378
Expenses. Total of all expenses incurred2012-12-31$32,831
Benefits paid (including direct rollovers)2012-12-31$25,222
Total plan assets at end of year2012-12-31$2,360,781
Total plan assets at beginning of year2012-12-31$2,079,234
Value of fidelity bond covering the plan2012-12-31$250,000
Expenses. Other expenses not covered elsewhere2012-12-31$7,609
Other income received2012-12-31$217,561
Net income (gross income less expenses)2012-12-31$281,547
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,360,781
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,079,234
Assets. Value of participant loans2012-12-31$50,000
Total contributions received or receivable from employer(s)2012-12-31$96,817
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$96,817
Amount contributed by the employer to the plan for this plan year2012-12-31$96,817
2011 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$325,020
Expenses. Total of all expenses incurred2011-12-31$816,430
Benefits paid (including direct rollovers)2011-12-31$816,430
Total plan assets at end of year2011-12-31$2,079,234
Total plan assets at beginning of year2011-12-31$2,570,644
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$-16,614
Net income (gross income less expenses)2011-12-31$-491,410
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,079,234
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,570,644
Total contributions received or receivable from employer(s)2011-12-31$341,634
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$341,634
Amount contributed by the employer to the plan for this plan year2011-12-31$341,634
2010 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$392,634
Expenses. Total of all expenses incurred2010-12-31$500,000
Benefits paid (including direct rollovers)2010-12-31$500,000
Total plan assets at end of year2010-12-31$2,570,644
Total plan assets at beginning of year2010-12-31$2,678,010
Value of fidelity bond covering the plan2010-12-31$250,000
Other income received2010-12-31$294,428
Net income (gross income less expenses)2010-12-31$-107,366
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,570,644
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,678,010
Total contributions received or receivable from employer(s)2010-12-31$98,206
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$98,206
Amount contributed by the employer to the plan for this plan year2010-12-31$98,206
2009 : MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$99,800
Amount contributed by the employer to the plan for this plan year2009-12-31$99,800

Form 5500 Responses for MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN

2017: MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARTIN & MARTIN, INC. EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83201
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83201
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83201
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83201
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83201
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83201
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83201
Policy instance 1

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