Maury Donnelly & Parr, Inc. Profit Sharing Plan — Form 5500 plan (Maury Donnelly & Parr, 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, Maury Donnelly & Parr, Inc. Profit Sharing Plan is a benefit plan reported by Maury Donnelly & Parr, Inc. under EIN 52-0406630 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $14,182,876 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.2MPlan net assets, end of year$14,182,876
Participants149Covered participants reported
Assets / participant$95.2KComputed: assets ÷ participants$95,187 (computed)
Provider compensation$45.4K1 Schedule C provider row(s)$45,409
- Plan sponsor
- Maury Donnelly & Parr, Inc.
- EIN
- 52-0406630
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241003133251NAL0020661298001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.2M total assets
Net assets$14.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,182,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,182,876
- Net assets (BOY)
- $10,321,323
Income & contributions
- Employer contributions
- $550,611
- Participant contributions
- $1,035,116
- Total contributions
- $1,612,341
- Total income / additions
- $4,035,671
Expenses & distributions
- Benefits paid
- $126,530
- Administrative expenses
- $47,588
- Total expenses
- $174,118
- Net increase / (decrease)
- $3,861,553
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Wealth Management | NONE | $45,409 | not reported in the loaded dataset | 2023 |