2023 Form 5500 filing — M3 Engineering & Technology 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241012141510NAL0023477969001) for M3 Engineering & Technology 401(K) Profit Sharing Plan, reported by M3 Engineering & Technology Corporation under EIN 86-0548253 and plan number 001. It reports 483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012141510NAL0023477969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- M3 Engineering & Technology Corporation
- EIN
- 86-0548253
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,397,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,397,011
- Employer contributions
- $450,189
- Participant contributions
- $1,976,567
- Total income / additions
- $12,148,956
- Benefits paid
- $2,451,553
- Administrative expenses
- $161,546
- Total expenses
- $2,613,099
- Net increase / (decrease)
- $9,535,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $110,656 | not reported in the loaded dataset |
| Ach Retirement Plan Consultants Inc | PLAN ADMINISTRATOR | $27,315 | not reported in the loaded dataset |
| Beachfleischman Pllc | AUDITOR | $17,500 | not reported in the loaded dataset |
| Capital Research And Management Co | CUSTODIAN-RECORDKEEPER | $6,075 | $0 |