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M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 401k Plan overview

Plan NameM & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU
Plan identification number 001

M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 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 & T INFINITY ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01MATTHEW SCHMITTAUER2016-07-20 MATTHEW SCHMITTAUER2016-07-20
0012014-01-01MATTHEW SCHMITTAUER2015-07-30
0012013-01-01MATTHEW SCHMITTAUER2014-08-05
0012012-01-01MATTHEW SCHITTAUER2013-10-14
0012011-01-01MATT SCHMITTAUER2012-06-19
0012010-01-01JEFF BELL2011-07-19
0012009-01-01MATTHEW SCHMITTAUER

Plan Statistics for M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU

401k plan membership statisitcs for M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU

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 year2025-06-2413
Total number of particpants at end of year2025-06-2412
Number of Participants With Account Balances2025-06-2411
2024: M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 2024 401k membership
Total number of particpants at beginning of year2024-10-0914
Total number of particpants at end of year2024-10-0913
Number of Participants With Account Balances2024-10-0912
2009: M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU

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 year2025-06-240
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-241069372
Net assets as of the end of the plan year2025-06-242211025
Total assets as of the beginning of the plan year2025-06-242869749
Value of plan covered by a fidelity bond2025-06-24500000
Participant contributions to plan in this plan year2025-06-2477389
Value of participant loans at end of plan year2025-06-2420913
Other income to plan in this plan year2025-06-24291847
Plan net income in this plan year2025-06-24-658724
Net assets as of the end of the plan year2025-06-242211025
Net assets as of the beginning of the plan year2025-06-242869749
Employer contributions to plan in this plan year2025-06-2441412
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-248027
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 year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-0917431
Net assets as of the end of the plan year2024-10-092869749
Total assets as of the beginning of the plan year2024-10-092096773
Value of plan covered by a fidelity bond2024-10-09500000
Participant contributions to plan in this plan year2024-10-0989429
Value of participant loans at end of plan year2024-10-0943919
Other contributions to plan in this plan year2024-10-09309938
Other income to plan in this plan year2024-10-09337199
Plan net income in this plan year2024-10-09772976
Net assets as of the end of the plan year2024-10-092869749
Net assets as of the beginning of the plan year2024-10-092096773
Value of contributions failed to transmitted timely2024-10-0913856
Employer contributions to plan in this plan year2024-10-0953841
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0912446

Form 5500 Responses for M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU

2009: M & T INFINITY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRU 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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