How many benefit plans does Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. report on Form 5500?

Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. (EIN 23-2421281) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.?

The Employer Identification Number (EIN) reported for Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. is 23-2421281.

What is the latest Form 5500 filing year for Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.?

The latest loaded Form 5500 filing year for Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. is 2023.

Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. (EIN 23-2421281) is a plan sponsor located in Philadelphia, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 23-2421281
Location: Philadelphia, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,415,029
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $17,415,029

Contributions & income

Employer contributions: $300,452
Participant contributions: $889,917
Total income / additions: $4,028,383

Expenses & distributions

Benefits paid / distributions: $2,309,143
Total expenses: $2,332,714
Net increase / (decrease): $1,695,669

Coverage

Total reported participants: 434
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. 401(K) Profit Sharing Plan	001	219	$17,415,029	2023
Marks, O'Neill, O'Brien, Doherty & Kelly, Pc Employee Benefit Plan	501	215	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. 401(K) Profit Sharing Plan	219	H, C	20241014135800NAL0015058515001
2023	Marks, O'Neill, O'Brien, Doherty & Kelly, Pc Employee Benefit Plan	215	—	20260220115025NAL0009883536001