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M WEALTH MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NameM WEALTH MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

M WEALTH MANAGEMENT, LLC 401(K) PLAN 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:M WEALTH MANAGEMENT, LLC
Employer identification number (EIN):475160467
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M WEALTH MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WESLEY MELBROD2024-05-20
0012022-01-01WESLEY MELBROD2023-06-28
0012021-01-01WESLEY MELBROD2022-06-21
0012020-01-01WESLEY MELBROD2021-06-15
0012018-01-01WESLEY MELBROD2019-05-03
0012017-01-01WESLEY MELBROD2018-06-20
0012016-01-01WESLEY MELBROD2017-09-01

Plan Statistics for M WEALTH MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for M WEALTH MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2025: M WEALTH MANAGEMENT, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-105
Total number of particpants at end of year2025-07-105
Number of Participants With Account Balances2025-07-105
2024: M WEALTH MANAGEMENT, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-205
Total number of particpants at end of year2024-05-205
Number of Participants With Account Balances2024-05-205
2022: M WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-215
Total number of particpants at end of year2022-06-214
Number of Participants With Account Balances2022-06-214

Financial Data on M WEALTH MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2025 : M WEALTH MANAGEMENT, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-100
Net assets as of the end of the plan year2025-07-10346628
Total assets as of the beginning of the plan year2025-07-10261092
Value of plan covered by a fidelity bond2025-07-1025000
Participant contributions to plan in this plan year2025-07-1033757
Value of participant loans at end of plan year2025-07-100
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-1042525
Plan net income in this plan year2025-07-1085536
Net assets as of the end of the plan year2025-07-10346628
Net assets as of the beginning of the plan year2025-07-10261092
Employer contributions to plan in this plan year2025-07-109254
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-100
2024 : M WEALTH MANAGEMENT, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-200
Net assets as of the end of the plan year2024-05-20261092
Total assets as of the beginning of the plan year2024-05-20193767
Value of plan covered by a fidelity bond2024-05-2010000
Participant contributions to plan in this plan year2024-05-2021603
Other contributions to plan in this plan year2024-05-200
Other income to plan in this plan year2024-05-2036651
Plan net income in this plan year2024-05-2067325
Net assets as of the end of the plan year2024-05-20261092
Net assets as of the beginning of the plan year2024-05-20193767
Employer contributions to plan in this plan year2024-05-209071
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-200
2022 : M WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-210
Total liabilities as of the beginning of the plan year2022-06-210
Total expenses incurred by plan in this plan year2022-06-2156842
Net assets as of the end of the plan year2022-06-21186232
Total assets as of the beginning of the plan year2022-06-21187610
Value of plan covered by a fidelity bond2022-06-2110000
Participant contributions to plan in this plan year2022-06-2120247
Other contributions to plan in this plan year2022-06-210
Other income to plan in this plan year2022-06-2126773
Plan net income in this plan year2022-06-21-1378
Net assets as of the end of the plan year2022-06-21186232
Net assets as of the beginning of the plan year2022-06-21187610
Employer contributions to plan in this plan year2022-06-218444
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-210

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