Who sponsors the Marian, Inc. Employees 401(K) And Profit Sharing Plan?

Marian, Inc. Employees 401(K) And Profit Sharing Plan is reported as sponsored by Marian, Inc. (EIN 90-0715685, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Marian, Inc. Employees 401(K) And Profit Sharing Plan?

The latest Form 5500 filing year loaded for Marian, Inc. Employees 401(K) And Profit Sharing Plan is 2023.

How many participants does Marian, Inc. Employees 401(K) And Profit Sharing Plan report?

Marian, Inc. Employees 401(K) And Profit Sharing Plan reports 299 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Marian, Inc. Employees 401(K) And Profit Sharing Plan?

Marian, Inc. Employees 401(K) And Profit Sharing Plan reports $49,126,611 in end-of-year plan assets in its latest loaded Form 5500 filing.

Marian, Inc. Employees 401(K) And Profit Sharing Plan — Form 5500 plan (Marian, 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, Marian, Inc. Employees 401(K) And Profit Sharing Plan is a benefit plan reported by Marian, Inc. under EIN 90-0715685 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $49,126,611 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.1MPlan net assets, end of year$49,126,611

Participants299Covered participants reported

Assets / participant$164.3KComputed: assets ÷ participants$164,303 (computed)

Provider compensation$34.2K3 Schedule C provider row(s)$34,182

Plan sponsor: Marian, Inc.
EIN: 90-0715685
Plan number: 001
Plan type: 2
Location: Indianapolis, IN
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	299	H, C	20250424135944NAL0004231283001

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)$49.1M total assets

Net assets$49.1MLiabilities$0

Money in vs. money out

Total income / additions$10.9M

Total expenses$3M

Benefits paid / distributions$3M

Contributions

Employer$1.5M

Participant$2M

Full reported line items

Net assets

Total assets (EOY): $49,126,611
Total liabilities (EOY): $0
Net assets (EOY): $49,126,611
Net assets (BOY): $41,235,377

Income & contributions

Employer contributions: $1,487,153
Participant contributions: $2,001,355
Total contributions: $3,666,336
Total income / additions: $10,927,744

Expenses & distributions

Benefits paid: $3,002,328
Administrative expenses: $34,182
Total expenses: $3,036,510
Net increase / (decrease): $7,891,234

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.

Contribution share (employer vs. participant)

43%57%

Employer 43%Participant 57%

Total expenses ÷ net assets6%Computed ratio

Benefits paid ÷ total income27%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Shepherd Financial Investment Advis	INVESTMENT ADVISOR	$21,320	not reported in the loaded dataset	2023
Ksm Business Services Inc	OTHER	$10,350	not reported in the loaded dataset	2023
Jpmorgan Invest Holdings LLC	RECORDKEEPER	$2,512	$0	2023