Plan5500

Stevensville, 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, Stevensville, MD has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $28,517,185 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Stevensville

  • 7 loaded plans hold $28.5M in reported assets across 6 sponsors.
  • The largest, Paul Reed Smith Guitars, Lp 401(K) Profit Sharing Plan, holds 77% of reported Stevensville plan assets.
  • Plans cover 1,584 participants — about 226 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.5MSummed across loaded plans$28,517,185
Total reported assets$28.5M$28,517,185
Total reported participants1.6K1,584
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.5M total assets
Net assets$28.5MLiabilities$0
Contributions & income
Employer contributions$708.1K
Participant contributions$2.2M
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$5.4M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation2 / 7 (29%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stevensville, 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.

Computed from loaded plans

Stevensville market comparison

Largest plan share of assets77%Paul Reed Smith Guitars, Lp 401(K) Profit Sharing Plan
Participants per plan226Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Stevensville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Paul Reed Smith Guitars, Lp 401(K) Profit Sharing Plan$22M
    Paul Reed Smith Guitars, Lp · 2023
  2. 2
    Mark Iii, Inc Profit Sharing Plan$3.2M
    Mark Iii, Inc · 2023
  3. 3
    Employee Benefit Plan Of Chesapeake Bay Beach Club, LLC$2.5M
    Chesapeake Bay Beach Club, LLC · 2023
  4. 4
    Shore Mobility, Inc., Retirement Plan$644.4K
    Shore Mobility, Inc. · 2023
  5. 5
    Wildlife Wonders Inc. 401(K) Plan$153.6K
    Wildlife Wonders, Inc. · 2023
  6. 6
    Barba Worldwide, Inc. 401(K) Profit Sharing Plan$0
    Barba Worldwide, Inc. · 2023
  7. 7
    Paul Reed Smith Guitars Ltd Welfare Benefits Plannot reported in the loaded dataset
    Paul Reed Smith Guitars Limited Partnership · 2023

Largest plans in Stevensville → · Stevensville plans by participants → · Stevensville plans with financial data → · Stevensville plans with provider compensation → · $1B+ plans in Stevensville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Stevensville, MD?
7 plan(s) reported by 6 sponsor(s) are loaded for Stevensville, MD.

Related Form 5500 pages