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M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN 401k Plan overview

Plan NameM & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN
Plan identification number 502

M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

M & S FINANCIAL SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:M & S FINANCIAL SERVICES LLC
Employer identification number (EIN):454167676
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01STEPHEN MILLARD2024-03-29

Plan Statistics for M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN

401k plan membership statisitcs for M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN

Measure Date Value
2025: M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-272
Total number of particpants at end of year2025-03-272
2024: M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-292
Total number of particpants at end of year2024-03-292

Financial Data on M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN

Measure Date Value
2025 : M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-27746
Total liabilities as of the beginning of the plan year2025-03-27220
Total expenses incurred by plan in this plan year2025-03-2712205
Net assets as of the end of the plan year2025-03-27963
Total assets as of the beginning of the plan year2025-03-27278
Value of plan covered by a fidelity bond2025-03-27500000
Participant contributions to plan in this plan year2025-03-276143
Other expenses paid from plan in this plan year2025-03-270
Other contributions to plan in this plan year2025-03-270
Other income to plan in this plan year2025-03-2779
Plan net income in this plan year2025-03-27159
Net assets as of the end of the plan year2025-03-27217
Net assets as of the beginning of the plan year2025-03-2758
Employer contributions to plan in this plan year2025-03-276142
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-271056
2024 : M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-03-29220
Total liabilities as of the beginning of the plan year2024-03-290
Total expenses incurred by plan in this plan year2024-03-297883
Net assets as of the end of the plan year2024-03-29278
Total assets as of the beginning of the plan year2024-03-290
Value of plan covered by a fidelity bond2024-03-29500000
Participant contributions to plan in this plan year2024-03-293961
Other expenses paid from plan in this plan year2024-03-290
Other contributions to plan in this plan year2024-03-290
Other income to plan in this plan year2024-03-2919
Plan net income in this plan year2024-03-2958
Net assets as of the end of the plan year2024-03-2958
Net assets as of the beginning of the plan year2024-03-290
Employer contributions to plan in this plan year2024-03-293961
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-29804

Potentially related plans

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