Plan5500

M & J Engineering 401(K) Plan — Form 5500 plan (M & J Engineering, P.C.)

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 & J Engineering 401(K) Plan is a benefit plan reported by M & J Engineering, P.C. under EIN 30-0284495 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $17,214,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M & J Engineering, P.C.
EIN
30-0284495
Plan number
001
Plan type
2
Location
New Hyde Park, NY
Latest filing year
2023
Participants
358
End-of-year plan assets
$17,214,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20260317120141NAL0002176641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,214,652
Total liabilities (EOY)
$0
Net assets (EOY)
$17,214,652
Net assets (BOY)
$12,450,859

Income & contributions

Employer contributions
$798,387
Participant contributions
$2,037,842
Total contributions
$3,045,837
Total income / additions
$5,417,489

Expenses & distributions

Benefits paid
$568,078
Administrative expenses
$32,417
Total expenses
$653,696
Net increase / (decrease)
$4,763,793

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Svcs (Wf Advs)INVESTMENT ADVISORY$24,679$752023
Dyatech LLCCONTRACT ADMINISTRATOR$1,680$11,1372023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$6,057$02023

Related Form 5500 pages