M And M Cartage 401k Retirement Plan — Form 5500 plan (M & M Cartage, 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 And M Cartage 401k Retirement Plan is a benefit plan reported by M & M Cartage, Inc. under EIN 61-0865101 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $9,076,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M & M Cartage, Inc.
EIN
61-0865101
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
510
End-of-year plan assets
$9,076,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023510H, C20241002091851NAL0008073969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,076,802
Total liabilities (EOY)
$0
Net assets (EOY)
$9,076,802
Net assets (BOY)
$7,282,837

Income & contributions

Employer contributions
$354,155
Participant contributions
$849,164
Total contributions
$1,204,400
Total income / additions
$2,668,372

Expenses & distributions

Benefits paid
$807,023
Administrative expenses
$66,178
Total expenses
$874,407
Net increase / (decrease)
$1,793,965

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$47,123$512023
Morgan Stanley GlobalNONE$19,055not reported in the loaded dataset2023

Related Form 5500 pages