M9 Solutions Retirement Plan — Form 5500 plan (M9 Solutions, 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, M9 Solutions Retirement Plan is a benefit plan reported by M9 Solutions, LLC under EIN 20-8545552 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $7,499,269 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M9 Solutions, LLC
EIN
20-8545552
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
226
End-of-year plan assets
$7,499,269

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20250508090032NAL0011771425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,499,269
Total liabilities (EOY)
$0
Net assets (EOY)
$7,499,269
Net assets (BOY)
$5,503,564

Income & contributions

Employer contributions
$399,013
Participant contributions
$998,495
Total contributions
$1,442,357
Total income / additions
$2,683,421

Expenses & distributions

Benefits paid
$655,686
Administrative expenses
$26,004
Total expenses
$687,716
Net increase / (decrease)
$1,995,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall AdvisorsNONE$21,480not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$4,524$02023

Related Form 5500 pages