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M & E, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameM & E, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

M & E, LLC 401(K) PROFIT SHARING 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.
  • 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 & E, LLC DBA CLEVES AND LONNEMANN has sponsored the creation of one or more 401k plans.

Company Name:M & E, LLC DBA CLEVES AND LONNEMANN
Employer identification number (EIN):814622672
NAIC Classification:448310
NAIC Description:Jewelry Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & E, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTHONY WARREN2024-06-26
0012022-01-01ANTHONY WARREN2023-06-28
0012021-01-01ANTHONY WARREN2022-08-05
0012020-01-01ADAM WARREN2021-10-01
0012019-01-01ADAM WARREN2020-09-10
0012018-01-01ERIN CLEVES2019-10-14

Financial Data on M & E, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : M & E, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-027341
Net assets as of the end of the plan year2025-09-02280695
Total assets as of the beginning of the plan year2025-09-02236344
Value of plan covered by a fidelity bond2025-09-0220000
Participant contributions to plan in this plan year2025-09-020
Other contributions to plan in this plan year2025-09-020
Other income to plan in this plan year2025-09-0227489
Plan net income in this plan year2025-09-0244351
Net assets as of the end of the plan year2025-09-02280695
Net assets as of the beginning of the plan year2025-09-02236344
Employer contributions to plan in this plan year2025-09-0224203
Fees paid to broker by Benefit Provider2025-09-02128
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-027341
2024 : M & E, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-265191
Net assets as of the end of the plan year2024-06-26236344
Total assets as of the beginning of the plan year2024-06-26188388
Value of plan covered by a fidelity bond2024-06-2620000
Participant contributions to plan in this plan year2024-06-260
Other contributions to plan in this plan year2024-06-260
Other income to plan in this plan year2024-06-2631097
Plan net income in this plan year2024-06-2647956
Net assets as of the end of the plan year2024-06-26236344
Net assets as of the beginning of the plan year2024-06-26188388
Employer contributions to plan in this plan year2024-06-2622050
Fees paid to broker by Benefit Provider2024-06-26106
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-265191
2022 : M & E, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-056331
Net assets as of the end of the plan year2022-08-05207131
Total assets as of the beginning of the plan year2022-08-05173302
Value of plan covered by a fidelity bond2022-08-051000
Participant contributions to plan in this plan year2022-08-050
Other contributions to plan in this plan year2022-08-050
Other income to plan in this plan year2022-08-0531525
Plan net income in this plan year2022-08-0533829
Net assets as of the end of the plan year2022-08-05207131
Net assets as of the beginning of the plan year2022-08-05173302
Employer contributions to plan in this plan year2022-08-058635
Fees paid to broker by Benefit Provider2022-08-0598
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-056331

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