M3 Usa Corp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (M3 Usa Corporation)
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 Usa Corp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by M3 Usa Corporation under EIN 71-0955864 and plan number 001. The latest loaded filing year is 2023. The filing reports 842 participants and $46,585,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M3 Usa Corporation
- EIN
- 71-0955864
- Plan number
- 001
- Plan type
- 3
- Location
- Fort Washington, PA
- Latest filing year
- 2023
- Participants
- 842
- End-of-year plan assets
- $46,585,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 842 | H, C | 20241015085319NAL0014274531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,585,153
- Total liabilities (EOY)
- $20,231
- Net assets (EOY)
- $46,564,922
- Net assets (BOY)
- $29,921,513
Income & contributions
- Employer contributions
- $1,646,678
- Participant contributions
- $3,585,280
- Total contributions
- $5,471,843
- Total income / additions
- $11,822,724
Expenses & distributions
- Benefits paid
- $3,406,000
- Administrative expenses
- $94,674
- Total expenses
- $3,500,674
- Net increase / (decrease)
- $8,322,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pointoak Retirement Advisors | INVESTMENT ADVISORY | $51,500 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $33,125 | $0 | 2023 |
| Atlantic Pension Services, Inc | RECORDKEEPER | $10,050 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for M3 Usa Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Fort Washington, PA
- Pointoak Retirement Advisors — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Atlantic Pension Services, Inc — Schedule C compensation