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M & A CAPITAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameM & A CAPITAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

M & A CAPITAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

M & A CAPITAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:M & A CAPITAL GROUP, INC.
Employer identification number (EIN):030442502
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & A CAPITAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL SULLUM2024-03-12 MICHAEL SULLUM2024-03-12
0012022-01-01MICHAEL SULLUM2023-02-19 MICHAEL SULLUM2023-02-19

Financial Data on M & A CAPITAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : M & A CAPITAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-150
Net assets as of the end of the plan year2025-02-15339279
Total assets as of the beginning of the plan year2025-02-15209034
Value of plan covered by a fidelity bond2025-02-1530000
Participant contributions to plan in this plan year2025-02-1547950
Other expenses paid from plan in this plan year2025-02-150
Other income to plan in this plan year2025-02-1527987
Plan net income in this plan year2025-02-15130245
Net assets as of the end of the plan year2025-02-15339279
Net assets as of the beginning of the plan year2025-02-15209034
Employer contributions to plan in this plan year2025-02-1554308
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-150
2024 : M & A CAPITAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-120
Net assets as of the end of the plan year2024-03-12209034
Total assets as of the beginning of the plan year2024-03-1285831
Value of plan covered by a fidelity bond2024-03-1210000
Participant contributions to plan in this plan year2024-03-1246950
Other expenses paid from plan in this plan year2024-03-120
Other income to plan in this plan year2024-03-1221730
Plan net income in this plan year2024-03-12123203
Net assets as of the end of the plan year2024-03-12209034
Net assets as of the beginning of the plan year2024-03-1285831
Employer contributions to plan in this plan year2024-03-1254523
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-120

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