2023 Form 5500 filing — M & J Management Group Employees 401(K) 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 20241015135806NAL0016546963001) for M & J Management Group Employees 401(K) Plan, reported by M & J Management Corporation under EIN 25-1200758 and plan number 002. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$5.2MReported net assets$5,167,049
Participants521
Provider compensation$29.4K2 Schedule C row(s)$29,368
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015135806NAL0016546963001
- Plan sponsor
- M & J Management Corporation
- EIN
- 25-1200758
- Plan number
- 002
- Location
- Pittsburgh, PA
- 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)$5.2M total assets
Net assets$5.2MLiabilities$10.9K
Full reported line items
- Total assets (EOY)
- $5,177,904
- Total liabilities (EOY)
- $10,855
- Net assets (EOY)
- $5,167,049
- Participant contributions
- $222,700
- Total income / additions
- $947,784
- Benefits paid
- $293,334
- Administrative expenses
- $48,659
- Total expenses
- $341,993
- Net increase / (decrease)
- $605,791
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Trust Company | NONE | $21,986 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $7,382 | $0 |