Original filing (PDF)20250512155247NAL0038234306001

MARSHALL MACHINERY, INC.

Name: MARSHALL MACHINERY, INC. — MARSHALL MACHINERY INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARSHALL MACHINERY, INC.

Form 5500-SF

FILING_RECEIVED

MARSHALL MACHINERY INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

131

Accounts w/ balance

151

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARSHALL MACHINERY, INC..

Plan sponsor

Name

MARSHALL MACHINERY, INC.

EIN

23-2095854

Address

348 BETHEL SCHOOL ROAD · HONESDALE, PA · 18431

Phone

(570) 729-7117

Industry

Wholesale Tradesee all

Plan administrator

Name

DEFINITI

EIN

85-0833363

City

ERIE, PA

Phone

(866) 497-5501

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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