M & J Management Group Employees 401(K) Plan — Form 5500 plan (M & J Management Corporation)
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 & J Management Group Employees 401(K) Plan is a benefit plan reported by M & J Management Corporation under EIN 25-1200758 and plan number 002. The latest loaded filing year is 2023. The filing reports 521 participants and $5,177,904 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.2MPlan net assets, end of year$5,167,049
Participants521Covered participants reported
Assets / participant$9.9KComputed: assets ÷ participants$9,938 (computed)
Provider compensation$29.4K2 Schedule C provider row(s)$29,368
- Plan sponsor
- M & J Management Corporation
- EIN
- 25-1200758
- Plan number
- 002
- Plan type
- 3
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20241015135806NAL0016546963001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$10.9K
Full reported line items
Net assets
- Total assets (EOY)
- $5,177,904
- Total liabilities (EOY)
- $10,855
- Net assets (EOY)
- $5,167,049
- Net assets (BOY)
- $4,561,258
Income & contributions
- Participant contributions
- $222,700
- Total contributions
- $225,168
- Total income / additions
- $947,784
Expenses & distributions
- Benefits paid
- $293,334
- Administrative expenses
- $48,659
- Total expenses
- $341,993
- Net increase / (decrease)
- $605,791
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | NONE | $21,986 | not reported in the loaded dataset | 2023 |
| Minnesota Life Insurance Company | NONE | $7,382 | $0 | 2023 |