2023 Form 5500 filing — Maron Marvel Bradley Anderson & Tardy LLC 401(K) Profit Sharing 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 20241015080445NAL0014223027001) for Maron Marvel Bradley Anderson & Tardy LLC 401(K) Profit Sharing Plan, reported by Maron Marvel Bradley Anderson & Tardy LLC under EIN 51-0375264 and plan number 002. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29.3MReported net assets$29,292,489

Participants328

Provider compensation$8.8K2 Schedule C row(s)$8,750

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015080445NAL0014223027001
Plan sponsor: Maron Marvel Bradley Anderson & Tardy LLC
EIN: 51-0375264
Plan number: 002
Location: Wilmington, DE
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$29.3M total assets

Net assets$29.3MLiabilities$447

Money in vs. money out

Total income / additions$6.7M

Total expenses$3.6M

Benefits paid / distributions$3.6M

Contributions

Employer$675.1K

Participant$2M

Full reported line items

Total assets (EOY): $29,292,936
Total liabilities (EOY): $447
Net assets (EOY): $29,292,489
Employer contributions: $675,065
Participant contributions: $1,953,638
Total income / additions: $6,673,938
Benefits paid: $3,554,045
Administrative expenses: $6,994
Total expenses: $3,568,376
Net increase / (decrease): $3,105,562

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
The Mandmarblestone Group LLC$8.8K
TPA · Direct $8.8K
2
Empower Annuity Insurance Company O$0
RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015080445NAL0014223027001 cover?: It is the 2023 Form 5500 filing for Maron Marvel Bradley Anderson & Tardy LLC 401(K) Profit Sharing Plan, reported by Maron Marvel Bradley Anderson & Tardy LLC (EIN 51-0375264).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).