2023 Form 5500 filing — Marian, Inc. Employees 401(K) And 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 20250424135944NAL0004231283001) for Marian, Inc. Employees 401(K) And Profit Sharing Plan, reported by Marian, Inc. under EIN 90-0715685 and plan number 001. It reports 299 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)$49.1MReported net assets$49,126,611
Participants299
Provider compensation$34.2K3 Schedule C row(s)$34,182
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250424135944NAL0004231283001
- Plan sponsor
- Marian, Inc.
- EIN
- 90-0715685
- Plan number
- 001
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
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)$49.1M total assets
Net assets$49.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $49,126,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,126,611
- Employer contributions
- $1,487,153
- Participant contributions
- $2,001,355
- Total income / additions
- $10,927,744
- Benefits paid
- $3,002,328
- Administrative expenses
- $34,182
- Total expenses
- $3,036,510
- Net increase / (decrease)
- $7,891,234
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment Advis | INVESTMENT ADVISOR | $21,320 | not reported in the loaded dataset |
| Ksm Business Services Inc | OTHER | $10,350 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $2,512 | $0 |