M3 Engineering & Technology 401(K) Profit Sharing Plan — Form 5500 plan (M3 Engineering & Technology 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, M3 Engineering & Technology 401(K) Profit Sharing Plan is a benefit plan reported by M3 Engineering & Technology Corporation under EIN 86-0548253 and plan number 001. The latest loaded filing year is 2023. The filing reports 483 participants and $62,397,011 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$62.4MPlan net assets, end of year$62,397,011
Participants483Covered participants reported
Assets / participant$129.2KComputed: assets ÷ participants$129,186 (computed)
Provider compensation$161.5K4 Schedule C provider row(s)$161,546
- Plan sponsor
- M3 Engineering & Technology Corporation
- EIN
- 86-0548253
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 483 | H, C | 20241012141510NAL0023477969001 |
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)$62.4M total assets
Net assets$62.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $62,397,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,397,011
- Net assets (BOY)
- $52,861,154
Income & contributions
- Employer contributions
- $450,189
- Participant contributions
- $1,976,567
- Total contributions
- $2,430,107
- Total income / additions
- $12,148,956
Expenses & distributions
- Benefits paid
- $2,451,553
- Administrative expenses
- $161,546
- Total expenses
- $2,613,099
- Net increase / (decrease)
- $9,535,857
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.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $110,656 | not reported in the loaded dataset | 2023 |
| Ach Retirement Plan Consultants Inc | PLAN ADMINISTRATOR | $27,315 | not reported in the loaded dataset | 2023 |
| Beachfleischman Pllc | AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
| Capital Research And Management Co | CUSTODIAN-RECORDKEEPER | $6,075 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for M3 Engineering & Technology Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Ach Retirement Plan Consultants Inc — Schedule C compensation
- Beachfleischman Pllc — Schedule C compensation
- Capital Research And Management Co — Schedule C compensation