401k Plan data: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST plan

M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

M & R CAPITAL MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: M & R CAPITAL MANAGEMENT, INC.

Employer identification number (EIN): 113174053

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Additional information about M & R CAPITAL MANAGEMENT, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1993-09-13

Company Identification Number: 1756060

Legal Registered Office Address: 525 WASHINGTON BLVD
SUITE 2405
JERSEY CITY
United States of America (USA)
07310

More information about M & R CAPITAL MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 JOHN MALONEY 2019-08-02
002 2017-01-01 RICHARD DIVER 2018-10-09
002 2016-01-01 RICHARD DIVER 2017-10-13
002 2015-01-01 RICHARD DIVER 2016-10-17
002 2014-01-01 RICHARD DIVER 2015-10-12
002 2013-01-01 RICHARD DIVER 2014-10-10
002 2012-01-01 RICHARD DIVER 2013-10-14
002 2011-01-01 RICHARD DIVER 2012-10-15
002 2010-01-01 RICHARD DIVER 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	JOHN MALONEY	2019-08-02
002	2017-01-01	RICHARD DIVER	2018-10-09
002	2016-01-01	RICHARD DIVER	2017-10-13
002	2015-01-01	RICHARD DIVER	2016-10-17
002	2014-01-01	RICHARD DIVER	2015-10-12
002	2013-01-01	RICHARD DIVER	2014-10-10
002	2012-01-01	RICHARD DIVER	2013-10-14
002	2011-01-01	RICHARD DIVER	2012-10-15
002	2010-01-01	RICHARD DIVER	2011-10-07

Plan Statistics for M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 9
Number of participants with account balances 2023-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1

Measure	Date	Value
2023: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	9
Number of participants with account balances	2023-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1

Financial Data on M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$287,696
Expenses. Total of all expenses incurred	2023-12-31	$349
Benefits paid (including direct rollovers)	2023-12-31	$204
Total plan assets at end of year	2023-12-31	$1,627,137
Total plan assets at beginning of year	2023-12-31	$1,339,790
Value of fidelity bond covering the plan	2023-12-31	$150,000
Total contributions received or receivable from participants	2023-12-31	$81,558
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$143,048
Net income (gross income less expenses)	2023-12-31	$287,347
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,627,137
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,339,790
Assets. Value of participant loans	2023-12-31	$23,592
Total contributions received or receivable from employer(s)	2023-12-31	$63,090
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$145
2022 : M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-102,280
Expenses. Total of all expenses incurred	2022-12-31	$120
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$1,339,790
Total plan assets at beginning of year	2022-12-31	$1,442,190
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$62,519
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-237,389
Net income (gross income less expenses)	2022-12-31	$-102,400
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,339,790
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,442,190
Assets. Value of participant loans	2022-12-31	$3,731
Total contributions received or receivable from employer(s)	2022-12-31	$72,590
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$120
2021 : M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$339,025
Expenses. Total of all expenses incurred	2021-12-31	$1,462,794
Benefits paid (including direct rollovers)	2021-12-31	$1,462,449
Total plan assets at end of year	2021-12-31	$1,442,190
Total plan assets at beginning of year	2021-12-31	$2,565,959
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$87,700
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$207,339
Net income (gross income less expenses)	2021-12-31	$-1,123,769
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,442,190
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,565,959
Assets. Value of participant loans	2021-12-31	$8,982
Total contributions received or receivable from employer(s)	2021-12-31	$43,986
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$179,137
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,565,959
Total plan assets at beginning of year	2020-12-31	$2,386,822
Value of fidelity bond covering the plan	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$20,125
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$150,261
Net income (gross income less expenses)	2020-12-31	$179,137
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,565,959
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,386,822
Assets. Value of participant loans	2020-12-31	$13,916
Total contributions received or receivable from employer(s)	2020-12-31	$8,751
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$-204,188
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$2,386,822
Total plan assets at beginning of year	2019-12-31	$2,591,010
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$29,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-233,188
Net income (gross income less expenses)	2019-12-31	$-204,188
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,386,822
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,591,010
Assets. Value of participant loans	2019-12-31	$18,364
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0

Form 5500 Responses for M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

2023: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: M & R CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	M & R CAPITAL MANAGEMENT, INC.
Employer identification number (EIN):	113174053
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1993-09-13
Company Identification Number:	1756060
Legal Registered Office Address:	525 WASHINGTON BLVD SUITE 2405 JERSEY CITY United States of America (USA) 07310