2023 Form 5500 filing — M3 Engineering & Technology 401(K) Profit Sharing 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 20241012141510NAL0023477969001) for M3 Engineering & Technology 401(K) Profit Sharing Plan, reported by M3 Engineering & Technology Corporation under EIN 86-0548253 and plan number 001. It reports 483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$62.4MReported net assets$62,397,011
Participants483
Provider compensation$161.5K4 Schedule C row(s)$161,546
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012141510NAL0023477969001
- Plan sponsor
- M3 Engineering & Technology Corporation
- EIN
- 86-0548253
- Plan number
- 001
- Location
- Tucson, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$62.4M total assets
Net assets$62.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $62,397,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,397,011
- Employer contributions
- $450,189
- Participant contributions
- $1,976,567
- Total income / additions
- $12,148,956
- Benefits paid
- $2,451,553
- Administrative expenses
- $161,546
- Total expenses
- $2,613,099
- Net increase / (decrease)
- $9,535,857
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $110,656 | not reported in the loaded dataset |
| Ach Retirement Plan Consultants Inc | PLAN ADMINISTRATOR | $27,315 | not reported in the loaded dataset |
| Beachfleischman Pllc | AUDITOR | $17,500 | not reported in the loaded dataset |
| Capital Research And Management Co | CUSTODIAN-RECORDKEEPER | $6,075 | $0 |