Original filing (PDF)20250917135457NAL0000416193001

WILLIAM R. MARTIN

Name: WILLIAM R. MARTIN — WILLIAM R MARTIN PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: WILLIAM R. MARTIN

Form 5500-SF

FILING_RECEIVED

WILLIAM R MARTIN PROFIT SHARING PLAN TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM R. MARTIN.

Plan sponsor

Name

WILLIAM R. MARTIN

EIN

31-0989349all filings

Address

1222 S PATTERSON BLVD · SUITE 212 · DAYTON, OH · 45402

Phone

(937) 228-8811

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

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

2G · Total participant-directed accounts

2E · Profit-sharing

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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