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M & M RETIREMENT PLAN 401k Plan overview

Plan NameM & M RETIREMENT PLAN
Plan identification number 001

M & M RETIREMENT 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.
  • 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.
  • 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 WELDING & CONSTRUCTION INC has sponsored the creation of one or more 401k plans.

Company Name:M & M WELDING & CONSTRUCTION INC
Employer identification number (EIN):202690200
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & M RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01HEIDI MORRIS2023-06-23
0012021-01-01HEIDI MORRIS2023-02-08
0012020-01-01HEIDI MORRIS2021-10-01
0012019-01-01
0012018-01-01HEIDI MORRIS2019-07-26
0012017-01-01HEIDI MORRIS2018-08-28
0012016-01-01HEIDI MORRIS2017-10-12
0012015-01-01HEIDI MORRIS2016-10-11
0012014-01-01HEIDI MORRIS2015-10-13
0012013-01-01HEIDI MORRIS2014-10-14
0012012-01-01HEIDI MORRIS2013-10-08
0012011-01-01HEIDI MORRIS2012-08-06

Financial Data on M & M RETIREMENT PLAN

Measure Date Value
2025 : M & M RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-148917
Net assets as of the end of the plan year2025-07-14176395
Total assets as of the beginning of the plan year2025-07-14156445
Participant contributions to plan in this plan year2025-07-1412257
Other income to plan in this plan year2025-07-1416610
Plan net income in this plan year2025-07-1419950
Net assets as of the end of the plan year2025-07-14176395
Net assets as of the beginning of the plan year2025-07-14156445
Fees paid to broker by Benefit Provider2025-07-14207
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-144434
2024 : M & M RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-270
Total liabilities as of the end of the plan year2024-03-270
Total liabilities as of the beginning of the plan year2024-03-270
Total expenses incurred by plan in this plan year2024-03-273955
Net assets as of the end of the plan year2024-03-27156445
Total assets as of the beginning of the plan year2024-03-27129999
Participant contributions to plan in this plan year2024-03-2716014
Other expenses paid from plan in this plan year2024-03-270
Other contributions to plan in this plan year2024-03-270
Other income to plan in this plan year2024-03-2714387
Plan net income in this plan year2024-03-2726446
Net assets as of the end of the plan year2024-03-27156445
Net assets as of the beginning of the plan year2024-03-27129999
Employer contributions to plan in this plan year2024-03-270
Fees paid to broker by Benefit Provider2024-03-27109
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-273955
2023 : M & M RETIREMENT PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-02-087235
Net assets as of the end of the plan year2023-02-08132980
Total assets as of the beginning of the plan year2023-02-08127227
Participant contributions to plan in this plan year2023-02-082600
Other income to plan in this plan year2023-02-0810388
Plan net income in this plan year2023-02-085753
Net assets as of the end of the plan year2023-02-08132980
Net assets as of the beginning of the plan year2023-02-08127227
Fees paid to broker by Benefit Provider2023-02-08649
Expensese paid to adminstrative service provicers from plan in this plan year2023-02-083919

Potentially related plans

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