Plain-English plan 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. 401(K) Profit Sharing Plan is a benefit plan reported by Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. under EIN 23-2421281 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $17,415,029 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,415,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,415,029
- Net assets (BOY)
- $15,719,360
Income & contributions
- Employer contributions
- $300,452
- Participant contributions
- $889,917
- Total contributions
- $1,308,601
- Total income / additions
- $4,028,383
Expenses & distributions
- Benefits paid
- $2,309,143
- Administrative expenses
- $6,850
- Total expenses
- $2,332,714
- Net increase / (decrease)
- $1,695,669