M & R Capital Management Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (M & R Capital Management 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 & R Capital Management Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by M & R Capital Management Inc under EIN 11-3174053 and plan number 002. The latest loaded filing year is 2023. The filing reports 8 participants and $1,627,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M & R Capital Management Inc
- EIN
- 11-3174053
- Plan number
- 002
- Plan type
- 2
- Location
- Summit, NJ
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $1,627,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240515145436NAL0040339025001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,627,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,627,137
- Net assets (BOY)
- $1,339,790
Income & contributions
- Employer contributions
- $63,090
- Participant contributions
- $81,558
- Total income / additions
- $287,696
Expenses & distributions
- Benefits paid
- $204
- Administrative expenses
- $145
- Total expenses
- $349
- Net increase / (decrease)
- $287,347
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.