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M & M INVESTMENTS PROFIT SHARING PLAN 401k Plan overview

Plan NameM & M INVESTMENTS PROFIT SHARING PLAN
Plan identification number 001

M & M INVESTMENTS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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 & M INVESTMENTS has sponsored the creation of one or more 401k plans.

Company Name:M & M INVESTMENTS
Employer identification number (EIN):952388654
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & M INVESTMENTS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01

Financial Data on M & M INVESTMENTS PROFIT SHARING PLAN

Measure Date Value
2025 : M & M INVESTMENTS PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-03-310
Total expenses incurred by plan in this plan year2025-03-3130
Net assets as of the end of the plan year2025-03-31956
Total assets as of the beginning of the plan year2025-03-3130
Value of plan covered by a fidelity bond2025-03-31500000
Other expenses paid from plan in this plan year2025-03-3130
Other income to plan in this plan year2025-03-310
Plan net income in this plan year2025-03-31926
Net assets as of the end of the plan year2025-03-31956
Net assets as of the beginning of the plan year2025-03-3130
Employer contributions to plan in this plan year2025-03-31956
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-310
2024 : M & M INVESTMENTS PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-230
Total liabilities as of the beginning of the plan year2024-05-230
Total expenses incurred by plan in this plan year2024-05-2370
Net assets as of the end of the plan year2024-05-2330
Total assets as of the beginning of the plan year2024-05-230
Value of plan covered by a fidelity bond2024-05-23500000
Participant contributions to plan in this plan year2024-05-230
Other expenses paid from plan in this plan year2024-05-2370
Other contributions to plan in this plan year2024-05-230
Other income to plan in this plan year2024-05-230
Plan net income in this plan year2024-05-2330
Net assets as of the end of the plan year2024-05-2330
Net assets as of the beginning of the plan year2024-05-230
Employer contributions to plan in this plan year2024-05-23100
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-230

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