401k Plan data: M & K CPAS, P.L.L.C. 401(K) PLAN plan

M & K CPAS, P.L.L.C. 401(K) PLAN 401k Plan overview

Plan Name	M & K CPAS, P.L.L.C. 401(K) PLAN
Plan identification number	001

M & K CPAS, P.L.L.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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 & K CPAS, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: M & K CPAS, P.L.L.C.

Employer identification number (EIN): 263164313

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & K CPAS, P.L.L.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 MATT MANIS MATT MANIS 2014-07-21
001 2012-01-01 MATT MANIS MATT MANIS 2013-07-25
001 2011-01-01 MATT MANIS MATT MANIS 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	MATT MANIS	MATT MANIS	2014-07-21
001	2012-01-01	MATT MANIS	MATT MANIS	2013-07-25
001	2011-01-01	MATT MANIS	MATT MANIS	2012-10-11

Plan Statistics for M & K CPAS, P.L.L.C. 401(K) PLAN

401k plan membership statisitcs for M & K CPAS, P.L.L.C. 401(K) PLAN

Measure Date Value
2013: M & K CPAS, P.L.L.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 30
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: M & K CPAS, P.L.L.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: M & K CPAS, P.L.L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 26
Number of participants with account balances 2011-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: M & K CPAS, P.L.L.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	30
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: M & K CPAS, P.L.L.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: M & K CPAS, P.L.L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	26
Number of participants with account balances	2011-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on M & K CPAS, P.L.L.C. 401(K) PLAN

Measure	Date	Value
2013 : M & K CPAS, P.L.L.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$251,284
Expenses. Total of all expenses incurred	2013-12-31	$23,347
Benefits paid (including direct rollovers)	2013-12-31	$22,512
Total plan assets at end of year	2013-12-31	$837,972
Total plan assets at beginning of year	2013-12-31	$610,035
Total contributions received or receivable from participants	2013-12-31	$93,079
Other income received	2013-12-31	$107,523
Net income (gross income less expenses)	2013-12-31	$227,937
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$837,972
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$610,035
Assets. Value of participant loans	2013-12-31	$5,417
Total contributions received or receivable from employer(s)	2013-12-31	$50,682
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$835
2012 : M & K CPAS, P.L.L.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$196,409
Expenses. Total of all expenses incurred	2012-12-31	$8,118
Benefits paid (including direct rollovers)	2012-12-31	$7,368
Total plan assets at end of year	2012-12-31	$610,035
Total plan assets at beginning of year	2012-12-31	$421,744
Total contributions received or receivable from participants	2012-12-31	$94,225
Other income received	2012-12-31	$52,372
Net income (gross income less expenses)	2012-12-31	$188,291
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$610,035
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$421,744
Total contributions received or receivable from employer(s)	2012-12-31	$49,812
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$750
2011 : M & K CPAS, P.L.L.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$136,020
Expenses. Total of all expenses incurred	2011-12-31	$20,781
Benefits paid (including direct rollovers)	2011-12-31	$20,031
Total plan assets at end of year	2011-12-31	$421,744
Total plan assets at beginning of year	2011-12-31	$306,505
Total contributions received or receivable from participants	2011-12-31	$88,440
Contributions received from other sources (not participants or employers)	2011-12-31	$3,425
Other income received	2011-12-31	$-2,381
Net income (gross income less expenses)	2011-12-31	$115,239
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$421,744
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$306,505
Total contributions received or receivable from employer(s)	2011-12-31	$46,536
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$750

Form 5500 Responses for M & K CPAS, P.L.L.C. 401(K) PLAN

2013: M & K CPAS, P.L.L.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: M & K CPAS, P.L.L.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: M & K CPAS, P.L.L.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	M & K CPAS, P.L.L.C.
Employer identification number (EIN):	263164313
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants