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M & L EXCAVATORS, INC. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameM & L EXCAVATORS, INC. SAFE HARBOR 401(K) PLAN
Plan identification number 001

M & L EXCAVATORS, INC. SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 & L EXCAVATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:M & L EXCAVATORS, INC.
Employer identification number (EIN):061267183
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & L EXCAVATORS, INC. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01MALCOLM BALL2024-09-26 MALCOLM BALL2024-09-26
0012022-01-01MALCOLM BALL2023-07-18 MALCOLM BALL2023-07-18
0012021-01-01MALCOLM BALL2022-08-23 MALCOLM BALL2022-08-23
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MALCOM BALL2013-05-01 MALCOM BALL2013-05-01
0012011-01-01MALCOM BALL2012-04-05 MALCOM BALL2012-04-05
0012010-01-01MALCOM BALL2011-06-22 MALCOM BALL2011-06-22
0012009-01-01MALCOLM BALL
0012009-01-01MALCOLM BALL
0012009-01-01MALCOLM BALL

Financial Data on M & L EXCAVATORS, INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2024 : M & L EXCAVATORS, INC. SAFE HARBOR 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-12-110
Total liabilities as of the end of the plan year2024-12-110
Total liabilities as of the beginning of the plan year2024-12-110
Total expenses incurred by plan in this plan year2024-12-111366413
Net assets as of the end of the plan year2024-12-110
Total assets as of the beginning of the plan year2024-12-111157242
Value of plan covered by a fidelity bond2024-12-11150000
Participant contributions to plan in this plan year2024-12-1112464
Other expenses paid from plan in this plan year2024-12-110
Other contributions to plan in this plan year2024-12-110
Other income to plan in this plan year2024-12-11189802
Plan net income in this plan year2024-12-11-1157242
Net assets as of the end of the plan year2024-12-110
Net assets as of the beginning of the plan year2024-12-111157242
Employer contributions to plan in this plan year2024-12-116905
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-11159
Total liabilities as of the end of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-2651424
Net assets as of the end of the plan year2024-09-261157242
Total assets as of the beginning of the plan year2024-09-261055615
Value of plan covered by a fidelity bond2024-09-26140000
Participant contributions to plan in this plan year2024-09-2615808
Other expenses paid from plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-26128058
Plan net income in this plan year2024-09-26101627
Net assets as of the end of the plan year2024-09-261157242
Net assets as of the beginning of the plan year2024-09-261055615
Employer contributions to plan in this plan year2024-09-269185
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-260

Form 5500 Responses for M & L EXCAVATORS, INC. SAFE HARBOR 401(K) PLAN

2009: M & L EXCAVATORS, INC. SAFE HARBOR 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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