M3 Accounting Services, Inc. 401(K) Plan — Form 5500 plan (M3 Accounting Services, 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, M3 Accounting Services, Inc. 401(K) Plan is a benefit plan reported by M3 Accounting Services, Inc. under EIN 58-2442769 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $23,092,398 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M3 Accounting Services, Inc.
EIN
58-2442769
Plan number
001
Plan type
2
Location
Lawrenceville, GA
Latest filing year
2023
Participants
304
End-of-year plan assets
$23,092,398

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20240722152739NAL0005986211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,092,398
Total liabilities (EOY)
$0
Net assets (EOY)
$23,092,398
Net assets (BOY)
$17,794,465

Income & contributions

Employer contributions
$1,063,457
Participant contributions
$1,563,112
Total contributions
$2,809,715
Total income / additions
$6,292,799

Expenses & distributions

Benefits paid
$978,632
Administrative expenses
$16,234
Total expenses
$994,866
Net increase / (decrease)
$5,297,933

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$14,323$02023
Nextcapital Group, Inc.NONE$1,911not reported in the loaded dataset2023

Related Form 5500 pages