M & O ENTERPRISES, LLC DBA SOLUTIONS INFUSION THERAPY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M & O ENTERPRISES, LLC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : M & O ENTERPRISES, LLC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $984,833 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $281,737 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $260,663 |
| Total plan assets at end of year | 2024-01-01 | $5,498,197 |
| Total plan assets at beginning of year | 2024-01-01 | $4,795,101 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $151,744 |
| Other income received | 2024-01-01 | $641,696 |
| Net income (gross income less expenses) | 2024-01-01 | $703,096 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $5,498,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $4,795,101 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $191,393 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $21,074 |
| 2023 : M & O ENTERPRISES, LLC PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,080,393 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,210,909 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,191,439 |
| Total plan assets at end of year | 2023-12-31 | $4,795,101 |
| Total plan assets at beginning of year | 2023-12-31 | $4,925,617 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $151,864 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $21,305 |
| Other income received | 2023-12-31 | $752,596 |
| Net income (gross income less expenses) | 2023-12-31 | $-130,516 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,795,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,925,617 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $154,628 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $19,470 |
| 2022 : M & O ENTERPRISES, LLC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-625,133 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $36,432 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $16,690 |
| Total plan assets at end of year | 2022-12-31 | $4,925,617 |
| Total plan assets at beginning of year | 2022-12-31 | $5,587,182 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $171,217 |
| Other income received | 2022-12-31 | $-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 sources | 2021-12-31 | $1,283,804 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,748,163 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,718,018 |
| Total plan assets at end of year | 2021-12-31 | $5,587,182 |
| Total plan assets at beginning of year | 2021-12-31 | $7,051,541 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $148,456 |
| Other income received | 2021-12-31 | $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 |
