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M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 401k Plan overview

Plan NameM3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN
Plan identification number 001

M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

AFI ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:AFI ASSOCIATES INC
Employer identification number (EIN):931098739
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN MYERS2023-10-27
0012021-01-01JOHN MYERS2022-10-14
0012020-01-01JOHN MYERS2021-10-14
0012019-01-01JOHN MYERS2020-10-02
0012018-01-01JOHN MYERS2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01DERALD HERLING
0012014-01-01MIKE YORK
0012013-01-01MIKE YORK
0012012-01-01MIKE YORK MIKE YORK2013-09-11
0012011-01-01MIKE YORK MIKE YORK2012-09-08

Plan Statistics for M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN

401k plan membership statisitcs for M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN

Measure Date Value
2022: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Total of all active and inactive participants2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
2021: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
Number of employers contributing to the scheme2016-01-012
2015: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-014
2012: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014

Financial Data on M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN

Measure Date Value
2022 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources2022-12-31$-565,309
Expenses. Total of all expenses incurred2022-12-31$1,097,766
Benefits paid (including direct rollovers)2022-12-31$1,097,625
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$1,663,075
Value of fidelity bond covering the plan2022-12-31$200,000
Other income received2022-12-31$-570,438
Net income (gross income less expenses)2022-12-31$-1,663,075
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,663,075
Total contributions received or receivable from employer(s)2022-12-31$5,129
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$141
2021 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-12-31$117,202
Expenses. Total of all expenses incurred2021-12-31$60,293
Benefits paid (including direct rollovers)2021-12-31$60,200
Total plan assets at end of year2021-12-31$1,663,075
Total plan assets at beginning of year2021-12-31$1,606,166
Value of fidelity bond covering the plan2021-12-31$200,000
Other income received2021-12-31$112,469
Net income (gross income less expenses)2021-12-31$56,909
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,663,075
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,606,166
Total contributions received or receivable from employer(s)2021-12-31$4,733
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$93
2020 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$539,035
Expenses. Total of all expenses incurred2020-12-31$117
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,606,166
Total plan assets at beginning of year2020-12-31$1,067,248
Value of fidelity bond covering the plan2020-12-31$200,000
Other income received2020-12-31$509,131
Net income (gross income less expenses)2020-12-31$538,918
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,606,166
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,067,248
Total contributions received or receivable from employer(s)2020-12-31$29,904
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$117
2019 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$311,816
Expenses. Total of all expenses incurred2019-12-31$23,732
Benefits paid (including direct rollovers)2019-12-31$23,700
Total plan assets at end of year2019-12-31$1,067,248
Total plan assets at beginning of year2019-12-31$779,164
Value of fidelity bond covering the plan2019-12-31$200,000
Other income received2019-12-31$260,231
Net income (gross income less expenses)2019-12-31$288,084
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,067,248
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$779,164
Total contributions received or receivable from employer(s)2019-12-31$51,585
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$32
2018 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-37,584
Expenses. Total of all expenses incurred2018-12-31$20,702
Benefits paid (including direct rollovers)2018-12-31$20,700
Total plan assets at end of year2018-12-31$779,164
Total plan assets at beginning of year2018-12-31$837,450
Value of fidelity bond covering the plan2018-12-31$200,000
Other income received2018-12-31$-78,576
Net income (gross income less expenses)2018-12-31$-58,286
Net plan assets at end of year (total assets less liabilities)2018-12-31$779,164
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$837,450
Total contributions received or receivable from employer(s)2018-12-31$40,992
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2
2017 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$90,597
Total plan assets at end of year2017-12-31$837,450
Total plan assets at beginning of year2017-12-31$746,853
Value of fidelity bond covering the plan2017-12-31$200,000
Other income received2017-12-31$45,461
Net income (gross income less expenses)2017-12-31$90,597
Net plan assets at end of year (total assets less liabilities)2017-12-31$837,450
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$746,853
Total contributions received or receivable from employer(s)2017-12-31$45,136
2016 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$100,665
Expenses. Total of all expenses incurred2016-12-31$228,392
Benefits paid (including direct rollovers)2016-12-31$228,392
Total plan assets at end of year2016-12-31$746,853
Total plan assets at beginning of year2016-12-31$874,580
Value of fidelity bond covering the plan2016-12-31$200,000
Other income received2016-12-31$5,158
Net income (gross income less expenses)2016-12-31$-127,727
Net plan assets at end of year (total assets less liabilities)2016-12-31$746,853
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$874,580
Total contributions received or receivable from employer(s)2016-12-31$95,507
2015 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$56,980
Total plan assets at end of year2015-12-31$874,580
Total plan assets at beginning of year2015-12-31$817,600
Value of fidelity bond covering the plan2015-12-31$200,000
Other income received2015-12-31$17,423
Net income (gross income less expenses)2015-12-31$56,980
Net plan assets at end of year (total assets less liabilities)2015-12-31$874,580
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$817,600
Total contributions received or receivable from employer(s)2015-12-31$39,557
2014 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$42,006
Expenses. Total of all expenses incurred2014-12-31$308,434
Benefits paid (including direct rollovers)2014-12-31$308,434
Total plan assets at end of year2014-12-31$817,600
Total plan assets at beginning of year2014-12-31$1,084,028
Value of fidelity bond covering the plan2014-12-31$200,000
Other income received2014-12-31$29,981
Net income (gross income less expenses)2014-12-31$-266,428
Net plan assets at end of year (total assets less liabilities)2014-12-31$817,600
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,084,028
Total contributions received or receivable from employer(s)2014-12-31$12,025
2013 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$145,970
Total plan assets at end of year2013-12-31$1,084,028
Total plan assets at beginning of year2013-12-31$938,058
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$78,996
Net income (gross income less expenses)2013-12-31$145,970
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,084,028
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$938,058
Total contributions received or receivable from employer(s)2013-12-31$66,974
2012 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$111,371
Expenses. Total of all expenses incurred2012-12-31$813,309
Benefits paid (including direct rollovers)2012-12-31$813,215
Total plan assets at end of year2012-12-31$938,058
Total plan assets at beginning of year2012-12-31$1,639,996
Expenses. Other expenses not covered elsewhere2012-12-31$94
Other income received2012-12-31$47,476
Net income (gross income less expenses)2012-12-31$-701,938
Net plan assets at end of year (total assets less liabilities)2012-12-31$938,058
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,639,996
Total contributions received or receivable from employer(s)2012-12-31$63,895
2011 : M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$5,240
Expenses. Total of all expenses incurred2011-12-31$219,127
Benefits paid (including direct rollovers)2011-12-31$219,069
Total plan assets at end of year2011-12-31$1,639,996
Total plan assets at beginning of year2011-12-31$1,853,883
Expenses. Other expenses not covered elsewhere2011-12-31$58
Other income received2011-12-31$-56,696
Net income (gross income less expenses)2011-12-31$-213,887
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,639,996
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,853,883
Total contributions received or receivable from employer(s)2011-12-31$61,936

Form 5500 Responses for M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN

2022: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: M3/AFIA/KEY/YES, INC. EMPLOYEE MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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