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M & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameM & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

M & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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 & R LOGISTICS LLC has sponsored the creation of one or more 401k plans.

Company Name:M & R LOGISTICS LLC
Employer identification number (EIN):451444812
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 & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRIS HORNE2024-07-23
0012022-01-01MICHAEL LEWINTER2023-03-30
0012021-01-01MICHAEL LEWINTER2022-04-06
0012020-01-01MICHAEL LEWINTER2021-07-01
0012020-01-01MICHAEL LEWINTER2021-05-07

Plan Statistics for M & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for M & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: M & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-188
Total number of particpants at end of year2025-07-187
Number of Participants With Account Balances2025-07-187
2024: M & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-236
Total number of particpants at end of year2024-07-237
Number of Participants With Account Balances2024-07-237

Financial Data on M & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : M & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-182157
Net assets as of the end of the plan year2025-07-18326353
Total assets as of the beginning of the plan year2025-07-18212540
Value of plan covered by a fidelity bond2025-07-1830000
Participant contributions to plan in this plan year2025-07-1861142
Value of participant loans at end of plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-1828610
Plan net income in this plan year2025-07-18113813
Net assets as of the end of the plan year2025-07-18326353
Net assets as of the beginning of the plan year2025-07-18212540
Value of contributions failed to transmitted timely2025-07-180
Employer contributions to plan in this plan year2025-07-1826218
Fees paid to broker by Benefit Provider2025-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-181422
2024 : M & R LOGISTICS LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-232532
Net assets as of the end of the plan year2024-07-23212540
Total assets as of the beginning of the plan year2024-07-23113806
Value of plan covered by a fidelity bond2024-07-2320000
Participant contributions to plan in this plan year2024-07-2350682
Value of participant loans at end of plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-2326206
Plan net income in this plan year2024-07-2398734
Net assets as of the end of the plan year2024-07-23212540
Net assets as of the beginning of the plan year2024-07-23113806
Value of contributions failed to transmitted timely2024-07-234537
Employer contributions to plan in this plan year2024-07-2324378
Fees paid to broker by Benefit Provider2024-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-232532

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