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| Plan Name | M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | M & T INFINITY ASSOCIATES, LLC |
| Employer identification number (EIN): | 263505585 |
| NAIC Classification: | 423400 |
Additional information about M & T INFINITY ASSOCIATES, LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2008-10-08 |
| Company Identification Number: | 0801038293 |
| Legal Registered Office Address: |
9200 NEW TRAILS DR STE 200 THE WOODLANDS United States of America (USA) 77381 |
More information about M & T INFINITY ASSOCIATES, LLC
| 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 | MATTHEW SCHMITTAUER | 2016-07-20 | MATTHEW SCHMITTAUER | 2016-07-20 |
| 001 | 2014-01-01 | MATTHEW SCHMITTAUER | 2015-07-30 | ||
| 001 | 2013-01-01 | MATTHEW SCHMITTAUER | 2014-08-05 | ||
| 001 | 2012-01-01 | MATTHEW SCHITTAUER | 2013-10-14 | ||
| 001 | 2011-01-01 | MATT SCHMITTAUER | 2012-06-19 | ||
| 001 | 2010-01-01 | JEFF BELL | 2011-07-19 | ||
| 001 | 2009-01-01 | MATTHEW SCHMITTAUER |
| Measure | Date | Value |
|---|---|---|
| 2025: M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-24 | 13 |
| Total number of particpants at end of year | 2025-06-24 | 12 |
| Number of Participants With Account Balances | 2025-06-24 | 11 |
| 2024: M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-09 | 14 |
| Total number of particpants at end of year | 2024-10-09 | 13 |
| Number of Participants With Account Balances | 2024-10-09 | 12 |
| 2009: M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-06-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-24 | 1069372 |
| Net assets as of the end of the plan year | 2025-06-24 | 2211025 |
| Total assets as of the beginning of the plan year | 2025-06-24 | 2869749 |
| Value of plan covered by a fidelity bond | 2025-06-24 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-24 | 77389 |
| Value of participant loans at end of plan year | 2025-06-24 | 20913 |
| Other income to plan in this plan year | 2025-06-24 | 291847 |
| Plan net income in this plan year | 2025-06-24 | -658724 |
| Net assets as of the end of the plan year | 2025-06-24 | 2211025 |
| Net assets as of the beginning of the plan year | 2025-06-24 | 2869749 |
| Employer contributions to plan in this plan year | 2025-06-24 | 41412 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-24 | 8027 |
| 2024 : M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-09 | 17431 |
| Net assets as of the end of the plan year | 2024-10-09 | 2869749 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 2096773 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 89429 |
| Value of participant loans at end of plan year | 2024-10-09 | 43919 |
| Other contributions to plan in this plan year | 2024-10-09 | 309938 |
| Other income to plan in this plan year | 2024-10-09 | 337199 |
| Plan net income in this plan year | 2024-10-09 | 772976 |
| Net assets as of the end of the plan year | 2024-10-09 | 2869749 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 2096773 |
| Value of contributions failed to transmitted timely | 2024-10-09 | 13856 |
| Employer contributions to plan in this plan year | 2024-10-09 | 53841 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 12446 |
| 2009: M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |