Profit Sharing ยท DOL Form 5500 ยท 2023

Marthas Table Inc. 403b Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$4M
Total assets
124
Participants
12th
Percentile by assets

Sponsored by Marthas Table Inc. ยท District of Columbia ยท Other Services

What the 2023 filing shows

Marthas Table Inc. 403b Plan holds $4M for 124 participants - about $33,468 per participant, among the smaller plans by assets on file, up 28.4% over the 2023 plan year.

$4M
total plan assets (2023 EOY)
124
covered participants
12th
percentile by assets (of 72,800 plans)
$33,468
avg assets per participant
Total Assets (2023)
$4M
Participants
124
Industry
Other Services

What the Filing Says About Marthas Table Inc. 403b Plan

Marthas Table Inc. 403b Plan is a Profit Sharing retirement plan sponsored by Marthas Table Inc., headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 124 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 521186071, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $4M at year-end - a gain of 28.4%. Net assets (after liabilities) closed the year at $4M, with reported net income of $918K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$918K
Plan TypeProfit Sharing
Employer EIN521186071
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marthas Table Inc.)

Year Plans Participants Total Assets
2022 1 107 $3M
2023 1 124 $4M
2024 1 128 $5M

Nearby Profit Sharing Plans in District of Columbia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Marthas Table Inc. 403b Plan?
As of the 2023 Form 5500 filing, Marthas Table Inc. 403b Plan holds $4M in total assets with 124 participants. It is sponsored by Marthas Table Inc..
What type of plan is Marthas Table Inc. 403b Plan?
Marthas Table Inc. 403b Plan is a Profit Sharing plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 521186071.
Who sponsors the Marthas Table Inc. 403b Plan?
Marthas Table Inc. 403b Plan is sponsored by Marthas Table Inc., located in District of Columbia. The sponsor's EIN is 521186071 and the plan operates in the Other Services industry.
How did Marthas Table Inc. 403b Plan perform in 2023?
Marthas Table Inc. 403b Plan grew by 28.4% during 2023, moving from $3M to $4M in total assets. Net income was $918K.
Where can I find official filings for Marthas Table Inc. 403b Plan?
Official Form 5500 filings for Marthas Table Inc. 403b Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521186071 or plan name at efast.dol.gov.
How does Marthas Table Inc. 403b Plan compare to other plans?
You can compare Marthas Table Inc. 403b Plan against other Profit Sharing plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521186071.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.