Maury Donnelly & Parr, Inc. Profit Sharing Plan — Form 5500 plan (Maury Donnelly & Parr, Inc.)

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, Maury Donnelly & Parr, Inc. Profit Sharing Plan is a benefit plan reported by Maury Donnelly & Parr, Inc. under EIN 52-0406630 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $14,182,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maury Donnelly & Parr, Inc.
EIN
52-0406630
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
149
End-of-year plan assets
$14,182,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241003133251NAL0020661298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,182,876
Total liabilities (EOY)
$0
Net assets (EOY)
$14,182,876
Net assets (BOY)
$10,321,323

Income & contributions

Employer contributions
$550,611
Participant contributions
$1,035,116
Total contributions
$1,612,341
Total income / additions
$4,035,671

Expenses & distributions

Benefits paid
$126,530
Administrative expenses
$47,588
Total expenses
$174,118
Net increase / (decrease)
$3,861,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementNONE$45,409not reported in the loaded dataset2023

Related Form 5500 pages