M & M GROUP OF MICHIGAN, INC. DBA M & M HOME CARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M & M HOME CARE 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : M & M HOME CARE 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-10 | 129063 |
| Net assets as of the end of the plan year | 2025-07-10 | 1427373 |
| Total assets as of the beginning of the plan year | 2025-07-10 | 1122372 |
| Value of plan covered by a fidelity bond | 2025-07-10 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-10 | 188648 |
| Value of participant loans at end of plan year | 2025-07-10 | 14251 |
| Other income to plan in this plan year | 2025-07-10 | 163228 |
| Plan net income in this plan year | 2025-07-10 | 305001 |
| Net assets as of the end of the plan year | 2025-07-10 | 1427373 |
| Net assets as of the beginning of the plan year | 2025-07-10 | 1122372 |
| Employer contributions to plan in this plan year | 2025-07-10 | 82188 |
| Fees paid to broker by Benefit Provider | 2025-07-10 | 655 |
| 2024 : M & M HOME CARE 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-26 | 4032 |
| Net assets as of the end of the plan year | 2024-06-26 | 1122372 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 713419 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 153372 |
| Value of participant loans at end of plan year | 2024-06-26 | 488 |
| Other contributions to plan in this plan year | 2024-06-26 | 36657 |
| Other income to plan in this plan year | 2024-06-26 | 150546 |
| Plan net income in this plan year | 2024-06-26 | 408953 |
| Net assets as of the end of the plan year | 2024-06-26 | 1122372 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 713419 |
| Employer contributions to plan in this plan year | 2024-06-26 | 72410 |
| Fees paid to broker by Benefit Provider | 2024-06-26 | 440 |
| 2021 : M & M HOME CARE 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,173 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,173 |
| Total income from all sources (including contributions) | 2021-12-31 | $316,721 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $163,023 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $149,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $212,809 |
| Value of total assets at end of year | 2021-12-31 | $748,299 |
| Value of total assets at beginning of year | 2021-12-31 | $594,601 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,680 |
| Total interest from all sources | 2021-12-31 | $346 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $141,887 |
| Participant contributions at end of year | 2021-12-31 | $1,326 |
| Participant contributions at beginning of year | 2021-12-31 | $5,905 |
| Participant contributions at end of year | 2021-12-31 | $2,455 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $551 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $6,173 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $6,173 |
| Other income not declared elsewhere | 2021-12-31 | $0 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $322 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $153,698 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $742,126 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $588,428 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $3,612 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $743,452 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $588,374 |
| Interest on participant loans | 2021-12-31 | $346 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $103,566 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $70,371 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,066 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $149,343 |
| Contract administrator fees | 2021-12-31 | $10,068 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | SCHLAUPITZ MADHAVAN |
| Accountancy firm EIN | 2021-12-31 | 753148637 |
| 2020 : M & M HOME CARE 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,173 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $250,873 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $75,986 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $58,710 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $4,420 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $172,811 |
| Value of total assets at end of year | 2020-12-31 | $594,601 |
| Value of total assets at beginning of year | 2020-12-31 | $413,541 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,856 |
| Total interest from all sources | 2020-12-31 | $485 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $111,217 |
| Participant contributions at end of year | 2020-12-31 | $5,905 |
| Participant contributions at beginning of year | 2020-12-31 | $3,820 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $6,173 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $322 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,951 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $174,887 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $588,428 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $413,541 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $2,332 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $588,374 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $402,365 |
| Interest on participant loans | 2020-12-31 | $485 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $77,577 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $61,594 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $5,405 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $58,710 |
| Contract administrator fees | 2020-12-31 | $10,524 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SCHLAUPITZ MADHAVAN |
| Accountancy firm EIN | 2020-12-31 | 753148637 |
| 2019 : M & M HOME CARE 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $234,521 |
| Total income from all sources (including contributions) | 2019-12-31 | $234,521 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $118,671 |
| Total of all expenses incurred | 2019-12-31 | $118,671 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $111,655 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $111,655 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $165,644 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $165,644 |
| Value of total assets at end of year | 2019-12-31 | $413,541 |
| Value of total assets at end of year | 2019-12-31 | $413,541 |
| Value of total assets at beginning of year | 2019-12-31 | $297,691 |
| Value of total assets at beginning of year | 2019-12-31 | $297,691 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $7,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $7,016 |
| Total interest from all sources | 2019-12-31 | $426 |
| Total interest from all sources | 2019-12-31 | $426 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $30,000 |
| Value of fidelity bond cover | 2019-12-31 | $30,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $94,832 |
| Contributions received from participants | 2019-12-31 | $94,832 |
| Participant contributions at end of year | 2019-12-31 | $3,820 |
| Participant contributions at end of year | 2019-12-31 | $3,820 |
| Participant contributions at beginning of year | 2019-12-31 | $4,945 |
| Participant contributions at beginning of year | 2019-12-31 | $4,945 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,951 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,951 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $4,702 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $4,702 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $115,850 |
| Value of net income/loss | 2019-12-31 | $115,850 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $413,541 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $413,541 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $297,691 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $297,691 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $402,365 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $402,365 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $80,588 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $80,588 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
| Interest on participant loans | 2019-12-31 | $426 |
| Interest on participant loans | 2019-12-31 | $426 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $182,543 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $182,543 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,766 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,766 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $68,281 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $68,281 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $170 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $170 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $70,812 |
| Contributions received in cash from employer | 2019-12-31 | $70,812 |
| Employer contributions (assets) at end of year | 2019-12-31 | $5,405 |
| Employer contributions (assets) at end of year | 2019-12-31 | $5,405 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $21,147 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $21,147 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $111,655 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $111,655 |
| Contract administrator fees | 2019-12-31 | $7,016 |
| Contract administrator fees | 2019-12-31 | $7,016 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SCHLAUPITZ MADHAVAN |
| Accountancy firm name | 2019-12-31 | SCHLAUPITZ MADHAVAN |
| Accountancy firm EIN | 2019-12-31 | 753148637 |
| Accountancy firm EIN | 2019-12-31 | 753148637 |
