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M & M FINANCIAL CONSULTING INC 401(K) PLAN 401k Plan overview

Plan NameM & M FINANCIAL CONSULTING INC 401(K) PLAN
Plan identification number 001

M & M FINANCIAL CONSULTING INC 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 & M FINANCIAL CONSULTING INC has sponsored the creation of one or more 401k plans.

Company Name:M & M FINANCIAL CONSULTING INC
Employer identification number (EIN):202366678
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & M FINANCIAL CONSULTING INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MASON BOWMAN2024-05-30
0012022-01-01MASON BOWMAN2023-05-26
0012021-01-01MASON BOWMAN2022-05-17
0012020-01-01MASON BOWMAN2021-06-01
0012019-01-01MASON BOWMAN2020-06-30
0012018-01-01MASON BOWMAN2019-06-05
0012017-01-01MASON BOWMAN2018-06-12
0012016-01-01MASON BOWMAN2017-06-01
0012015-01-01MASON BOWMAN2016-06-01
0012014-01-01MASON BOWMAN2015-06-08
0012013-01-01MASON BOWMAN2014-05-28
0012012-01-01MASON BOWMAN2013-06-07
0012011-01-01MASON BOWMAN2012-06-08

Plan Statistics for M & M FINANCIAL CONSULTING INC 401(K) PLAN

401k plan membership statisitcs for M & M FINANCIAL CONSULTING INC 401(K) PLAN

Measure Date Value
2025: M & M FINANCIAL CONSULTING INC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2318
Total number of particpants at end of year2025-05-2318
Number of Participants With Account Balances2025-05-2311
2024: M & M FINANCIAL CONSULTING INC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-3020
Total number of particpants at end of year2024-05-3017
Number of Participants With Account Balances2024-05-309
2022: M & M FINANCIAL CONSULTING INC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-1714
Total number of particpants at end of year2022-05-1712
Number of Participants With Account Balances2022-05-177

Financial Data on M & M FINANCIAL CONSULTING INC 401(K) PLAN

Measure Date Value
2025 : M & M FINANCIAL CONSULTING INC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-231828
Net assets as of the end of the plan year2025-05-23429104
Total assets as of the beginning of the plan year2025-05-23339344
Value of plan covered by a fidelity bond2025-05-2334000
Participant contributions to plan in this plan year2025-05-2341440
Value of participant loans at end of plan year2025-05-2312629
Other income to plan in this plan year2025-05-2350148
Plan net income in this plan year2025-05-2389760
Net assets as of the end of the plan year2025-05-23429104
Net assets as of the beginning of the plan year2025-05-23339344
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-23150
2024 : M & M FINANCIAL CONSULTING INC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-30125
Net assets as of the end of the plan year2024-05-30339344
Total assets as of the beginning of the plan year2024-05-30254197
Value of plan covered by a fidelity bond2024-05-3026000
Participant contributions to plan in this plan year2024-05-3038241
Value of participant loans at end of plan year2024-05-3015382
Other income to plan in this plan year2024-05-3047031
Plan net income in this plan year2024-05-3085147
Net assets as of the end of the plan year2024-05-30339344
Net assets as of the beginning of the plan year2024-05-30254197
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-30125
2022 : M & M FINANCIAL CONSULTING INC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-170
Net assets as of the end of the plan year2022-05-17268866
Total assets as of the beginning of the plan year2022-05-17210953
Value of plan covered by a fidelity bond2022-05-1722000
Participant contributions to plan in this plan year2022-05-1730115
Value of participant loans at end of plan year2022-05-1712430
Other income to plan in this plan year2022-05-1727798
Plan net income in this plan year2022-05-1757913
Net assets as of the end of the plan year2022-05-17268866
Net assets as of the beginning of the plan year2022-05-17210953

Potentially related plans

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