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M & O ENTERPRISES, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameM & O ENTERPRISES, LLC PROFIT SHARING PLAN
Plan identification number 001

M & O ENTERPRISES, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 & O ENTERPRISES, LLC DBA SOLUTIONS INFUSION THERAPY has sponsored the creation of one or more 401k plans.

Company Name:M & O ENTERPRISES, LLC DBA SOLUTIONS INFUSION THERAPY
Employer identification number (EIN):731649290
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & O ENTERPRISES, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEB MITCHELL2023-10-02 JEB MITCHELL2023-10-02
0012021-01-01JEB MITCHELL2022-07-28 JEB MITCHELL2022-07-28
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JEB MITCHELL2013-10-11
0012011-01-01JEB MITCHELL2012-09-25
0012010-01-01JEB MITCHELL2011-10-10

Plan Statistics for M & O ENTERPRISES, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for M & O ENTERPRISES, LLC PROFIT SHARING PLAN

Measure Date Value
2022: M & O ENTERPRISES, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0149
Total number of active participants reported on line 7a of the Form 55002022-01-0140
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0154
Total participants2022-01-0154
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: M & O ENTERPRISES, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0145
Total number of active participants reported on line 7a of the Form 55002021-01-0149
Total of all active and inactive participants2021-01-0149
Total participants2021-01-0149
Number of participants with account balances2021-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011

Financial Data on M & O ENTERPRISES, LLC PROFIT SHARING PLAN

Measure Date Value
2022 : M & O ENTERPRISES, LLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-625,133
Expenses. Total of all expenses incurred2022-12-31$36,432
Benefits paid (including direct rollovers)2022-12-31$16,690
Total plan assets at end of year2022-12-31$4,925,617
Total plan assets at beginning of year2022-12-31$5,587,182
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$171,217
Other income received2022-12-31$-963,818
Net income (gross income less expenses)2022-12-31$-661,565
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,925,617
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,587,182
Total contributions received or receivable from employer(s)2022-12-31$167,468
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$19,742
2021 : M & O ENTERPRISES, LLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,283,804
Expenses. Total of all expenses incurred2021-12-31$2,748,163
Benefits paid (including direct rollovers)2021-12-31$2,718,018
Total plan assets at end of year2021-12-31$5,587,182
Total plan assets at beginning of year2021-12-31$7,051,541
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$148,456
Other income received2021-12-31$968,827
Net income (gross income less expenses)2021-12-31$-1,464,359
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,587,182
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,051,541
Total contributions received or receivable from employer(s)2021-12-31$166,521
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$30,145

Form 5500 Responses for M & O ENTERPRISES, LLC PROFIT SHARING PLAN

2022: M & O ENTERPRISES, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: M & O ENTERPRISES, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860296
Policy instance 1
Insurance contract or identification number860296
Number of Individuals Covered49
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number860296
Policy instance 1
Insurance contract or identification number860296
Number of Individuals Covered46
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0

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