2023 Form 5500 filing — Marsh, Rickard & Bryan P.C. Cash Balance Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001100350NAL0006589025005) for Marsh, Rickard & Bryan P.C. Cash Balance Plan, reported by Mrb Law, LLC under EIN 92-2122526 and plan number 003. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,629,335
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001100350NAL0006589025005
Plan sponsor
Mrb Law, LLC
EIN
92-2122526
Plan number
003
Location
Birmingham, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities
Money in vs. money out
Total income / additions$706.2K
Total expenses$31.1K
Benefits paid / distributions$31.1K
Contributions
Employer$160K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,629,335
Net assets (EOY)
$6,629,335
Employer contributions
$160,000
Total income / additions
$706,177
Benefits paid
$31,065
Administrative expenses
$36
Total expenses
$31,101
Net increase / (decrease)
$675,076

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001100350NAL0006589025005 cover?
It is the 2023 Form 5500 filing for Marsh, Rickard & Bryan P.C. Cash Balance Plan, reported by Mrb Law, LLC (EIN 92-2122526).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages