· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PAAR, MELIS & ASSOCIATES, P.C. — PAAR, MELIS & ASSOCIATES, P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250903155949NAL0015349377001
PAAR, MELIS & ASSOCIATES, P.C.
Form 5500-SF
FILING_RECEIVED
PAAR, MELIS & ASSOCIATES, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
34
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PAAR, MELIS & ASSOCIATES, P.C.
.
Find decision makers
Plan sponsor
Name
PAAR, MELIS & ASSOCIATES, P.C.
EIN
52-1783407
Address
602 CENTER STREET, SUITE 101 · MOUNT AIRY, MD · 21771
Phone
(301) 829-4646
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
TWSPC, LTD
TWSPC, LTD 401(K) PLAN
$4.3M · 3 participants
S. DAVID BELSKY
S. DAVID BELSKY, CPA PROFIT SHARING PLAN
$4.4M · 2 participants
INFO-MATRIX CORPORATION
INFO-MATRIX CORPORATION RETIREMENT PLAN
$4.3M · 35 participants
EARLY GROWTH FINANCIAL SERVICES,
EARLY GROWTH FINANCIAL SERVICES, INC. RETIREMENT TRUST
$4.3M · 50 participants
3Q INVESTMENTS, LLC
3Q INVESTMENTS 401(K) RETIREMENT PLAN
$4.4M · 104 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
INDINERO, INC.
INDINERO, INC. RETIREMENT SAVINGS PLAN
$4.4M · 56 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
