M And M Cartage 401k Retirement Plan — Form 5500 plan (M & M Cartage, 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 And M Cartage 401k Retirement Plan is a benefit plan reported by M & M Cartage, Inc. under EIN 61-0865101 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $9,076,802 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.1MPlan net assets, end of year$9,076,802
Participants510Covered participants reported
Assets / participant$17.8KComputed: assets ÷ participants$17,798 (computed)
Provider compensation$66.2K2 Schedule C provider row(s)$66,229
- Plan sponsor
- M & M Cartage, Inc.
- EIN
- 61-0865101
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20241002091851NAL0008073969001 |
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)$9.1M total assets
Net assets$9.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,076,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,076,802
- Net assets (BOY)
- $7,282,837
Income & contributions
- Employer contributions
- $354,155
- Participant contributions
- $849,164
- Total contributions
- $1,204,400
- Total income / additions
- $2,668,372
Expenses & distributions
- Benefits paid
- $807,023
- Administrative expenses
- $66,178
- Total expenses
- $874,407
- Net increase / (decrease)
- $1,793,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $47,123 | $51 | 2023 |
| Morgan Stanley Global | NONE | $19,055 | not reported in the loaded dataset | 2023 |