Plan5500

Murray Insurance Associates, Inc. Profit Sharing Plan — Form 5500 plan (Murray Insurance Associates, Inc)

Plain-English plan 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, Murray Insurance Associates, Inc. Profit Sharing Plan is a benefit plan reported by Murray Insurance Associates, Inc under EIN 23-2227819 and plan number 003. The latest loaded filing year is 2023. The filing reports 246 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Murray Insurance Associates, Inc
EIN
23-2227819
Plan number
003
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
246
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20250314143732NAL0011887971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$14,319,568

Income & contributions

Total contributions
$0
Total income / additions
$460,483

Expenses & distributions

Benefits paid
$14,780,051
Administrative expenses
$0
Total expenses
$14,780,051
Net increase / (decrease)
-$14,319,568

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance Strategies, LLCRECORD-KEEPER$61,735not reported in the loaded dataset2023
Pnc Asset ManagementINVESTMENT MANAGEMENT$22,340not reported in the loaded dataset2023
Levenfeld Pearlstein, LLCATTORNEY$6,210not reported in the loaded dataset2023

Related Form 5500 pages