2023 Form 5500 filing — M3 Usa Corp 401(K) Profit Sharing Plan And Trust
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 20241015085319NAL0014274531001) for M3 Usa Corp 401(K) Profit Sharing Plan And Trust, reported by M3 Usa Corporation under EIN 71-0955864 and plan number 001. It reports 842 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085319NAL0014274531001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- M3 Usa Corporation
- EIN
- 71-0955864
- Plan number
- 001
- Location
- Fort Washington, PA
- Participants
- 842
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,585,153
- Total liabilities (EOY)
- $20,231
- Net assets (EOY)
- $46,564,922
- Employer contributions
- $1,646,678
- Participant contributions
- $3,585,280
- Total income / additions
- $11,822,724
- Benefits paid
- $3,406,000
- Administrative expenses
- $94,674
- Total expenses
- $3,500,674
- Net increase / (decrease)
- $8,322,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pointoak Retirement Advisors | INVESTMENT ADVISORY | $51,500 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEPER | $33,125 | $0 |
| Atlantic Pension Services, Inc | RECORDKEEPER | $10,050 | $0 |