M & R Corporate Services, LLC 401(K) Plan — Form 5500 plan (M & R Corporate Services, LLC)

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 Corporate Services, LLC 401(K) Plan is a benefit plan reported by M & R Corporate Services, LLC under EIN 20-5895435 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $5,994,092 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M & R Corporate Services, LLC
EIN
20-5895435
Plan number
001
Plan type
2
Location
Bay City, MI
Latest filing year
2023
Participants
305
End-of-year plan assets
$5,994,092

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20241015153249NAL0028945857002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,994,092
Net assets (EOY)
$5,994,092
Net assets (BOY)
$7,593,997

Income & contributions

Employer contributions
$134,799
Participant contributions
$499,026
Total contributions
$689,222
Total income / additions
$1,743,272

Expenses & distributions

Benefits paid
$3,297,422
Administrative expenses
$45,755
Total expenses
$3,343,177
Net increase / (decrease)
-$1,599,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Asset Alloc Strat LLCADVISOR$24,730not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,024$02023

Related Form 5500 pages