2023 Form 5500 filing — M&M Service Station Equipment Specialist, Inc. 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711135638NAL0033198370001) for M&M Service Station Equipment Specialist, Inc. 401(K) Retirement Plan, reported by M & M/Mid-Valley Supply, Inc. under EIN 61-1272582 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,415,029
Participants120
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240711135638NAL0033198370001
Plan sponsor
M & M/Mid-Valley Supply, Inc.
EIN
61-1272582
Plan number
001
Location
Covington, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$62K
Benefits paid / distributions$39.6K
Contributions
Employer$97.5K
Participant$499.2K
Full reported line items
Total assets (EOY)
$4,415,029
Total liabilities (EOY)
$0
Net assets (EOY)
$4,415,029
Employer contributions
$97,494
Participant contributions
$499,156
Total income / additions
$1,204,137
Benefits paid
$39,632
Administrative expenses
$673
Total expenses
$62,008
Net increase / (decrease)
$1,142,129

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711135638NAL0033198370001 cover?
It is the 2023 Form 5500 filing for M&M Service Station Equipment Specialist, Inc. 401(K) Retirement Plan, reported by M & M/Mid-Valley Supply, Inc. (EIN 61-1272582).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages