401k Plan data: M & K CPAS, PLLC 401(K) PLAN plan

M & K CPAS, PLLC 401(K) PLAN 401k Plan overview

Plan Name	M & K CPAS, PLLC 401(K) PLAN
Plan identification number	001

M & K CPAS, PLLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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 & K CPAS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: M & K CPAS, PLLC

Employer identification number (EIN): 233164313

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & K CPAS, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MATT MANIS
001 2010-01-01 MATT MANIS MATT MANIS 2011-10-17

Plan Statistics for M & K CPAS, PLLC 401(K) PLAN

401k plan membership statisitcs for M & K CPAS, PLLC 401(K) PLAN

Measure Date Value
2025: M & K CPAS, PLLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-13 35
Total number of particpants at end of year 2025-10-13 36
Number of Participants With Account Balances 2025-10-13 33
2024: M & K CPAS, PLLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-15 25
Total number of particpants at end of year 2024-10-15 31
Number of Participants With Account Balances 2024-10-15 31
2016: M & K CPAS, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 25
Number of participants with account balances 2016-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: M & K CPAS, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: M & K CPAS, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 27
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2010: M & K CPAS, PLLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 23
Number of participants with account balances 2010-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1

Measure	Date	Value
2025: M & K CPAS, PLLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-13	35
Total number of particpants at end of year	2025-10-13	36
Number of Participants With Account Balances	2025-10-13	33
2024: M & K CPAS, PLLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-15	25
Total number of particpants at end of year	2024-10-15	31
Number of Participants With Account Balances	2024-10-15	31
2016: M & K CPAS, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	25
Number of participants with account balances	2016-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: M & K CPAS, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: M & K CPAS, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	27
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2010: M & K CPAS, PLLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	23
Number of participants with account balances	2010-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1

Financial Data on M & K CPAS, PLLC 401(K) PLAN

Measure	Date	Value
2025 : M & K CPAS, PLLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-13	38989
Net assets as of the end of the plan year	2025-10-13	2982258
Total assets as of the beginning of the plan year	2025-10-13	2439132
Value of plan covered by a fidelity bond	2025-10-13	500000
Participant contributions to plan in this plan year	2025-10-13	188064
Value of participant loans at end of plan year	2025-10-13	59682
Other income to plan in this plan year	2025-10-13	270885
Plan net income in this plan year	2025-10-13	543126
Net assets as of the end of the plan year	2025-10-13	2982258
Net assets as of the beginning of the plan year	2025-10-13	2439132
Employer contributions to plan in this plan year	2025-10-13	123166
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-13	1610
2024 : M & K CPAS, PLLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-15	20336
Net assets as of the end of the plan year	2024-10-15	2439132
Total assets as of the beginning of the plan year	2024-10-15	1869176
Value of plan covered by a fidelity bond	2024-10-15	500000
Participant contributions to plan in this plan year	2024-10-15	159834
Value of participant loans at end of plan year	2024-10-15	133637
Other income to plan in this plan year	2024-10-15	323687
Plan net income in this plan year	2024-10-15	569956
Net assets as of the end of the plan year	2024-10-15	2439132
Net assets as of the beginning of the plan year	2024-10-15	1869176
Employer contributions to plan in this plan year	2024-10-15	106771
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-15	1275
2016 : M & K CPAS, PLLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$172,171
Expenses. Total of all expenses incurred	2016-12-31	$61,995
Benefits paid (including direct rollovers)	2016-12-31	$60,935
Total plan assets at end of year	2016-12-31	$1,050,706
Total plan assets at beginning of year	2016-12-31	$940,530
Total contributions received or receivable from participants	2016-12-31	$61,934
Contributions received from other sources (not participants or employers)	2016-12-31	$18,387
Other income received	2016-12-31	$62,156
Net income (gross income less expenses)	2016-12-31	$110,176
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,050,706
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$940,530
Assets. Value of participant loans	2016-12-31	$64,093
Total contributions received or receivable from employer(s)	2016-12-31	$29,694
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,060
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : M & K CPAS, PLLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$107,518
Expenses. Total of all expenses incurred	2015-12-31	$122,349
Benefits paid (including direct rollovers)	2015-12-31	$121,374
Total plan assets at end of year	2015-12-31	$940,530
Total plan assets at beginning of year	2015-12-31	$955,361
Total contributions received or receivable from participants	2015-12-31	$67,599
Other income received	2015-12-31	$5,054
Net income (gross income less expenses)	2015-12-31	$-14,831
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$940,530
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$955,361
Assets. Value of participant loans	2015-12-31	$56,002
Total contributions received or receivable from employer(s)	2015-12-31	$34,865
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$975
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : M & K CPAS, PLLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$181,653
Expenses. Total of all expenses incurred	2014-12-31	$64,264
Benefits paid (including direct rollovers)	2014-12-31	$63,294
Total plan assets at end of year	2014-12-31	$955,361
Total plan assets at beginning of year	2014-12-31	$837,972
Total contributions received or receivable from participants	2014-12-31	$82,514
Other income received	2014-12-31	$51,184
Net income (gross income less expenses)	2014-12-31	$117,389
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$955,361
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$837,972
Assets. Value of participant loans	2014-12-31	$60,179
Total contributions received or receivable from employer(s)	2014-12-31	$47,955
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2010 : M & K CPAS, PLLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$163,834
Total income from all sources	2010-12-31	$162,662
Expenses. Total of all expenses incurred	2010-12-31	$19,991
Benefits paid (including direct rollovers)	2010-12-31	$19,428
Total plan assets at end of year	2010-12-31	$306,505
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$88,537
Other income received	2010-12-31	$28,214
Net income (gross income less expenses)	2010-12-31	$142,671
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$306,505
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$45,911
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$563

Form 5500 Responses for M & K CPAS, PLLC 401(K) PLAN

2016: M & K CPAS, PLLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: M & K CPAS, PLLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: M & K CPAS, PLLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2010: M & K CPAS, PLLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	M & K CPAS, PLLC
Employer identification number (EIN):	233164313
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MATT MANIS
001	2010-01-01	MATT MANIS	MATT MANIS	2011-10-17