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M3 ENTERPRISES, INC. 401(K) PLAN 401k Plan overview

Plan NameM3 ENTERPRISES, INC. 401(K) PLAN
Plan identification number 001

M3 ENTERPRISES, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

M3 ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:M3 ENTERPRISES, INC.
Employer identification number (EIN):453930881
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about M3 ENTERPRISES, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2011-11-21
Company Identification Number: 20111641762
Legal Registered Office Address: 14201 Woodrock Path

Colorado Springs
United States of America (USA)
80921

More information about M3 ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M3 ENTERPRISES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01MARIBETH M. MUHONEN
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MARIBETH MUHONEN MARIBETH MUHONEN2018-12-27
0012016-07-01MARIBETH MUHONEN MARIBETH MUHONEN2018-01-29
0012015-07-01MARIBETH M. MUHONEN MARIBETH M. MUHONEN2017-03-09
0012014-07-01MARIBETH M. MUHONEN MARIBETH M. MUHONEN2016-01-15
0012013-07-01MARIBETH M. MUHONEN MARIBETH M. MUHONEN2015-02-20
0012012-07-01MARIBETH M. MUHONEN MARIBETH M. MUHONEN2013-12-04
0012011-11-22MARIBETH MUHONEN MARIBETH MUHONEN2012-12-14

Financial Data on M3 ENTERPRISES, INC. 401(K) PLAN

Measure Date Value
2022 : M3 ENTERPRISES, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-06-14$0
Total plan liabilities at end of year2022-06-14$0
Total plan liabilities at beginning of year2022-06-14$0
Total income from all sources2022-06-14$-18,670
Expenses. Total of all expenses incurred2022-06-14$3,182
Benefits paid (including direct rollovers)2022-06-14$2,962
Total plan assets at end of year2022-06-14$0
Total plan assets at beginning of year2022-06-14$21,852
Value of fidelity bond covering the plan2022-06-14$10,000
Total contributions received or receivable from participants2022-06-14$0
Expenses. Other expenses not covered elsewhere2022-06-14$220
Contributions received from other sources (not participants or employers)2022-06-14$0
Other income received2022-06-14$-18,670
Noncash contributions received2022-06-14$0
Net income (gross income less expenses)2022-06-14$-21,852
Net plan assets at end of year (total assets less liabilities)2022-06-14$0
Net plan assets at beginning of year (total assets less liabilities)2022-06-14$21,852
Assets. Value of employer securities2022-06-14$0
Total contributions received or receivable from employer(s)2022-06-14$0
Value of certain deemed distributions of participant loans2022-06-14$0
Value of corrective distributions2022-06-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-14$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-14$0
2021 : M3 ENTERPRISES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$4,443
Expenses. Total of all expenses incurred2021-06-30$0
Benefits paid (including direct rollovers)2021-06-30$0
Total plan assets at end of year2021-06-30$21,852
Total plan assets at beginning of year2021-06-30$17,409
Value of fidelity bond covering the plan2021-06-30$10,000
Total contributions received or receivable from participants2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$4,443
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$4,443
Net plan assets at end of year (total assets less liabilities)2021-06-30$21,852
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$17,409
Assets. Value of employer securities2021-06-30$21,852
Total contributions received or receivable from employer(s)2021-06-30$0
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$0
2020 : M3 ENTERPRISES, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$-9,623
Expenses. Total of all expenses incurred2020-06-30$0
Benefits paid (including direct rollovers)2020-06-30$0
Total plan assets at end of year2020-06-30$17,409
Total plan assets at beginning of year2020-06-30$27,032
Value of fidelity bond covering the plan2020-06-30$10,000
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$-9,623
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$-9,623
Net plan assets at end of year (total assets less liabilities)2020-06-30$17,409
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$27,032
Assets. Value of employer securities2020-06-30$17,409
Total contributions received or receivable from employer(s)2020-06-30$0
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0
2019 : M3 ENTERPRISES, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$3,638
Expenses. Total of all expenses incurred2019-06-30$0
Benefits paid (including direct rollovers)2019-06-30$0
Total plan assets at end of year2019-06-30$27,032
Total plan assets at beginning of year2019-06-30$23,394
Value of fidelity bond covering the plan2019-06-30$10,000
Total contributions received or receivable from participants2019-06-30$0
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$3,638
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$3,638
Net plan assets at end of year (total assets less liabilities)2019-06-30$27,032
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$23,394
Assets. Value of employer securities2019-06-30$27,032
Total contributions received or receivable from employer(s)2019-06-30$0
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$0
2018 : M3 ENTERPRISES, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$-1,267
Expenses. Total of all expenses incurred2018-06-30$0
Benefits paid (including direct rollovers)2018-06-30$0
Total plan assets at end of year2018-06-30$23,394
Total plan assets at beginning of year2018-06-30$24,661
Value of fidelity bond covering the plan2018-06-30$10,000
Total contributions received or receivable from participants2018-06-30$0
Expenses. Other expenses not covered elsewhere2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$-1,267
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$-1,267
Net plan assets at end of year (total assets less liabilities)2018-06-30$23,394
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$24,661
Assets. Value of employer securities2018-06-30$23,394
Total contributions received or receivable from employer(s)2018-06-30$0
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$0
2017 : M3 ENTERPRISES, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$-7,514
Expenses. Total of all expenses incurred2017-06-30$0
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$24,661
Total plan assets at beginning of year2017-06-30$32,175
Value of fidelity bond covering the plan2017-06-30$10,000
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$-7,514
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$-7,514
Net plan assets at end of year (total assets less liabilities)2017-06-30$24,661
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$32,175
Assets. Value of employer securities2017-06-30$24,661
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
2016 : M3 ENTERPRISES, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$-1,259
Expenses. Total of all expenses incurred2016-06-30$0
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$32,175
Total plan assets at beginning of year2016-06-30$33,434
Value of fidelity bond covering the plan2016-06-30$10,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-1,259
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$-1,259
Net plan assets at end of year (total assets less liabilities)2016-06-30$32,175
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$33,434
Assets. Value of employer securities2016-06-30$32,175
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
2015 : M3 ENTERPRISES, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$-1,775
Expenses. Total of all expenses incurred2015-06-30$0
Benefits paid (including direct rollovers)2015-06-30$0
Total plan assets at end of year2015-06-30$33,434
Total plan assets at beginning of year2015-06-30$35,209
Value of fidelity bond covering the plan2015-06-30$10,000
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$-1,775
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$-1,775
Net plan assets at end of year (total assets less liabilities)2015-06-30$33,434
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$35,209
Assets. Value of employer securities2015-06-30$33,434
Total contributions received or receivable from employer(s)2015-06-30$0
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0
2014 : M3 ENTERPRISES, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$-5,699
Expenses. Total of all expenses incurred2014-06-30$0
Benefits paid (including direct rollovers)2014-06-30$0
Total plan assets at end of year2014-06-30$35,209
Total plan assets at beginning of year2014-06-30$40,908
Value of fidelity bond covering the plan2014-06-30$10,000
Total contributions received or receivable from participants2014-06-30$0
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$-5,699
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$-5,699
Net plan assets at end of year (total assets less liabilities)2014-06-30$35,209
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$40,908
Assets. Value of employer securities2014-06-30$35,209
Total contributions received or receivable from employer(s)2014-06-30$0
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$0
2013 : M3 ENTERPRISES, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$-1,990
Expenses. Total of all expenses incurred2013-06-30$0
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$40,908
Total plan assets at beginning of year2013-06-30$42,898
Value of fidelity bond covering the plan2013-06-30$10,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$22,000
Other income received2013-06-30$-23,990
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$-1,990
Net plan assets at end of year (total assets less liabilities)2013-06-30$40,908
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$42,898
Assets. Value of employer securities2013-06-30$40,908
Total contributions received or receivable from employer(s)2013-06-30$0
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
2012 : M3 ENTERPRISES, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$42,898
Expenses. Total of all expenses incurred2012-06-30$0
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$42,898
Total plan assets at beginning of year2012-06-30$0
Value of fidelity bond covering the plan2012-06-30$10,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$60,000
Other income received2012-06-30$-17,102
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$42,898
Net plan assets at end of year (total assets less liabilities)2012-06-30$42,898
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$0
Assets. Value of employer securities2012-06-30$42,898
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0

Form 5500 Responses for M3 ENTERPRISES, INC. 401(K) PLAN

2021: M3 ENTERPRISES, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: M3 ENTERPRISES, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: M3 ENTERPRISES, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: M3 ENTERPRISES, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: M3 ENTERPRISES, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: M3 ENTERPRISES, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: M3 ENTERPRISES, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: M3 ENTERPRISES, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: M3 ENTERPRISES, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: M3 ENTERPRISES, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: M3 ENTERPRISES, INC. 401(K) PLAN 2011 form 5500 responses
2011-11-22Type of plan entitySingle employer plan
2011-11-22First time form 5500 has been submittedYes
2011-11-22Submission has been amendedNo
2011-11-22This submission is the final filingNo
2011-11-22This return/report is a short plan year return/report (less than 12 months)Yes
2011-11-22Plan is a collectively bargained planNo
2011-11-22Plan funding arrangement – TrustYes
2011-11-22Plan benefit arrangement - TrustYes

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