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M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 401k Plan overview

Plan NameM & I (MANAGEMENT & INTEGRATION) 401(K) PLAN
Plan identification number 002

M & I (MANAGEMENT & INTEGRATION) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CJ HEALTH RECORDS CONSULTING DBA CJ ENTERPRIS has sponsored the creation of one or more 401k plans.

Company Name:CJ HEALTH RECORDS CONSULTING DBA CJ ENTERPRIS
Employer identification number (EIN):621332063
NAIC Classification:561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022010-01-01KELLI SCHIFFERER CHARLES KIMBROUGH2010-12-14
0022009-01-01KELLI SCHIFFERER CHARLES KIMBROUGH2010-10-07
0022007-01-01HARRY KIMBROUGH

Plan Statistics for M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

401k plan membership statisitcs for M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

Measure Date Value
2010: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-010
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0110
Total number of active participants reported on line 7a of the Form 55002007-01-014
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-013
Total of all active and inactive participants2007-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-017
Number of participants with account balances2007-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
Number of employers contributing to the scheme2007-01-010

Financial Data on M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

Measure Date Value
2010 : M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2010 401k financial data
Total income from all sources2010-07-31$1,114
Expenses. Total of all expenses incurred2010-07-31$81,439
Benefits paid (including direct rollovers)2010-07-31$81,393
Total plan assets at end of year2010-07-31$0
Total plan assets at beginning of year2010-07-31$80,325
Value of fidelity bond covering the plan2010-07-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-07-31$46
Other income received2010-07-31$1,114
Net income (gross income less expenses)2010-07-31$-80,325
Net plan assets at end of year (total assets less liabilities)2010-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-07-31$80,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0
2009 : M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2007 : M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN

2010: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 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
2007: M & I (MANAGEMENT & INTEGRATION) 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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