Lutherville, MD Form 5500 retirement and benefit plan filings
City Form 5500 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, Lutherville, MD has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $90,043,805 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $90,043,805
- Total reported liabilities (EOY)
- $74,014
- Total reported net assets (EOY)
- $89,969,791
Contributions & income
- Employer contributions
- $2,778,481
- Participant contributions
- $6,373,333
- Total income / additions
- $21,607,817
Expenses & distributions
- Benefits paid / distributions
- $7,904,300
- Total expenses
- $8,113,028
- Net increase / (decrease)
- $13,494,789
Coverage
- Total reported participants
- 6,345
- Plans with financial statements
- 11
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lutherville, MD 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sage Dining Services, Inc. 401(K) Plan | Sage Dining Services, Inc. | $55,030,984 | 2023 |
| The Mackenzie Companies 401(K) Plan | Mackenzie Ventures, LLC | $17,226,416 | 2023 |
| Maryvale Preparatory School Retirement Plan | Maryvale Preparatory School Inc. | $8,955,240 | 2023 |
| Calvert Street Capital Partners, Inc. 401(K) Profit Sharing Plan | Calvert Street Capital Partners, Inc. | $4,814,300 | 2023 |
| Celebree Learning Centers 401(K) Retirement Savings Plan | Celebree Learning Centers | $1,677,081 | 2023 |
| Kahler & Associates, Pc 401k Plan | Kahler & Associates, Pc Kathy L. Kahler, Cpa | $1,536,904 | 2023 |
| D&D Home Designers Inc. Retirement Plan | D&D Home Designers Inc. | $416,182 | 2023 |
| Fashion Butterfly, Inc. 401(K) Plan | Fashion Butterfly, Inc. | $262,200 | 2023 |
| Pepperoncini Ventures Inc. Retirement Plan | Pepperoncini Ventures Inc. | $63,230 | 2023 |
| Brokkr Technologies Inc 401(K) Plan | Brokkr Technologies Inc | $61,268 | 2023 |
| 3p Health, LLC Health And Welfare Plan | 3p Health, LLC | $0 | 2023 |
| Mackenzie Ventures LLC Welfare Benefit Plan | Mackenzie Ventures, LLC | not reported in the loaded dataset | 2023 |
| Sage Dining Services Inc Cafeteria Plan | Sage Dining Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lutherville → · Lutherville plans by participants → · Lutherville plans with financial data → · Lutherville plans with provider compensation → · $1B+ plans in Lutherville →
Related Form 5500 pages
- All MD Form 5500 filings
- Sage Dining Services, Inc. 401(K) Plan (plan 001)
- Sage Dining Services, Inc. — all reported plans
- The Mackenzie Companies 401(K) Plan (plan 001)
- Mackenzie Ventures, LLC — all reported plans
- Maryvale Preparatory School Retirement Plan (plan 001)
- Maryvale Preparatory School Inc. — all reported plans
- Calvert Street Capital Partners, Inc. 401(K) Profit Sharing Plan (plan 001)
- Calvert Street Capital Partners, Inc. — all reported plans
- Celebree Learning Centers 401(K) Retirement Savings Plan (plan 001)
- Celebree Learning Centers — all reported plans
- Kahler & Associates, Pc 401k Plan (plan 001)
- Kahler & Associates, Pc Kathy L. Kahler, Cpa — all reported plans
- D&D Home Designers Inc. Retirement Plan (plan 001)
- D&D Home Designers Inc. — all reported plans
- Fashion Butterfly, Inc. 401(K) Plan (plan 001)
- Fashion Butterfly, Inc. — all reported plans
- Pepperoncini Ventures Inc. Retirement Plan (plan 001)
- Pepperoncini Ventures Inc. — all reported plans
- Brokkr Technologies Inc 401(K) Plan (plan 001)
- Brokkr Technologies Inc — all reported plans
- 3p Health, LLC Health And Welfare Plan (plan 501)
- 3p Health, LLC — all reported plans
- Mackenzie Ventures LLC Welfare Benefit Plan (plan 501)
- Sage Dining Services Inc Cafeteria Plan (plan 501)
- Methodology
- Data sources