2023 Form 5500 filing — M & J Engineering 401(K) 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 20260317120141NAL0002176641001) for M & J Engineering 401(K) Plan, reported by M & J Engineering, P.C. under EIN 30-0284495 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260317120141NAL0002176641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- M & J Engineering, P.C.
- EIN
- 30-0284495
- Plan number
- 001
- Location
- New Hyde Park, NY
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,214,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,214,652
- Employer contributions
- $798,387
- Participant contributions
- $2,037,842
- Total income / additions
- $5,417,489
- Benefits paid
- $568,078
- Administrative expenses
- $32,417
- Total expenses
- $653,696
- Net increase / (decrease)
- $4,763,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $24,679 | $75 |
| Dyatech LLC | CONTRACT ADMINISTRATOR | $1,680 | $11,137 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,057 | $0 |