Plan5500

M. Management, Inc. 401(K) Plan — Form 5500 plan (M. Management, Inc.)

Plain-English plan 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, M. Management, Inc. 401(K) Plan is a benefit plan reported by M. Management, Inc. under EIN 22-3641563 and plan number 001. The latest loaded filing year is 2023. The filing reports 726 participants and $47,881,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M. Management, Inc.
EIN
22-3641563
Plan number
001
Plan type
2
Location
Jersey City, NJ
Latest filing year
2023
Participants
726
End-of-year plan assets
$47,881,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023726H, C20240920092659NAL0007233633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,881,966
Total liabilities (EOY)
$0
Net assets (EOY)
$47,881,966
Net assets (BOY)
$43,186,241

Income & contributions

Employer contributions
$2,274,696
Participant contributions
$3,083,967
Total contributions
$6,215,765
Total income / additions
$13,036,857

Expenses & distributions

Benefits paid
$5,469,037
Administrative expenses
$132,282
Total expenses
$5,602,984
Net increase / (decrease)
$7,433,873

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$53,680$02023
Securian Financial Services IncADVISOR$45,081not reported in the loaded dataset2023
Downey And Company, LlpACCOUNTANT/AUDITOR$20,583not reported in the loaded dataset2023
Cetera Investment Advisors LLCADVISOR$12,939not reported in the loaded dataset2023

Related Form 5500 pages