M. T. Laney Co. Inc. 401(K) Plan — Form 5500 plan (M. T. Laney Company, 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, M. T. Laney Co. Inc. 401(K) Plan is a benefit plan reported by M. T. Laney Company, Inc. under EIN 52-2031565 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $9,912,484 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.9MPlan net assets, end of year$9,912,484
Participants240Covered participants reported
Assets / participant$41.3KComputed: assets ÷ participants$41,302 (computed)
Provider compensation$55.5K2 Schedule C provider row(s)$55,460
Plan sponsor
M. T. Laney Company, Inc.
EIN
52-2031565
Plan number
001
Plan type
2
Location
Eldersburg, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20241015085134NAL0029061601001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$512.3K
Benefits paid / distributions$472.6K
Contributions
Employer$287.7K
Participant$562.1K
Full reported line items

Net assets

Total assets (EOY)
$9,912,484
Total liabilities (EOY)
$0
Net assets (EOY)
$9,912,484
Net assets (BOY)
$6,639,912

Income & contributions

Employer contributions
$287,654
Participant contributions
$562,108
Total contributions
$2,511,582
Total income / additions
$3,784,869

Expenses & distributions

Benefits paid
$472,555
Administrative expenses
$39,742
Total expenses
$512,297
Net increase / (decrease)
$3,272,572
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$39,742$02023
Kestra Investment Services LLCOTHER SERVICES$0$15,7182023

Related Form 5500 pages