M& J ENGINEERING, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M & J ENGINEERING 401 (K) PLAN
| Measure | Date | Value |
|---|
| 2023 : M & J ENGINEERING 401 (K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,417,489 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $653,696 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $568,078 |
| Value of total corrective distributions | 2023-12-31 | $53,201 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,045,837 |
| Value of total assets at end of year | 2023-12-31 | $17,214,652 |
| Value of total assets at beginning of year | 2023-12-31 | $12,450,859 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $32,417 |
| Total interest from all sources | 2023-12-31 | $34,955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $24,962 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $24,962 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $2,037,842 |
| Participant contributions at end of year | 2023-12-31 | $254,245 |
| Participant contributions at beginning of year | 2023-12-31 | $338,239 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $209,608 |
| Other income not declared elsewhere | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $4,763,793 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $17,214,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,450,859 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $24,679 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,311,087 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,082,709 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $6,097,383 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $4,239,245 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $34,955 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $9,551,937 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $6,790,666 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $77,855 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,164,815 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,069,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $798,387 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $568,078 |
| Contract administrator fees | 2023-12-31 | $7,738 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | LILLING & COMPANY LLP |
| Accountancy firm EIN | 2023-12-31 | 133447681 |
| 2022 : M & J ENGINEERING 401 (K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $794,790 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $258,115 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $231,566 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,140,873 |
| Value of total assets at end of year | 2022-12-31 | $12,450,859 |
| Value of total assets at beginning of year | 2022-12-31 | $11,914,184 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $26,549 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $16,318 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $16,318 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,737,398 |
| Participant contributions at end of year | 2022-12-31 | $338,239 |
| Participant contributions at beginning of year | 2022-12-31 | $140,325 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $601,759 |
| Other income not declared elsewhere | 2022-12-31 | $-14,215 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $536,675 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,450,859 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,914,184 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,112,620 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $11,773,859 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,239,245 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $4,581,234 |
| Interest on participant loans | 2022-12-31 | $8,376 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $6,790,666 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,048,341 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,348,186 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,098,644 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-994,991 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $801,716 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $231,566 |
| Contract administrator fees | 2022-12-31 | $26,549 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
| Accountancy firm name | 2022-12-31 | WISS & COMPANY, LLP |
| Accountancy firm EIN | 2022-12-31 | 221732349 |
| 2021 : M & J ENGINEERING 401 (K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $3,924,855 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $648,935 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $626,518 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,691,302 |
| Value of total assets at end of year | 2021-12-31 | $11,914,184 |
| Value of total assets at beginning of year | 2021-12-31 | $8,638,264 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,417 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $22,244 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $22,244 |
| Administrative expenses professional fees incurred | 2021-12-31 | $22,417 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,693,859 |
| Participant contributions at end of year | 2021-12-31 | $140,325 |
| Participant contributions at beginning of year | 2021-12-31 | $176,633 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $50,814 |
| Other income not declared elsewhere | 2021-12-31 | $70 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,275,920 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,914,184 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,638,264 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $11,773,859 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,461,631 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $4,581,234 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $2,379,559 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $6,706 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $6,048,341 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,133,435 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,211,239 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $657,608 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $536,485 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $946,629 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $626,518 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | WISS & COMPANY, LLP |
| Accountancy firm EIN | 2021-12-31 | 221732349 |
| 2020 : M & J ENGINEERING 401 (K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $3,171,427 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $134,042 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $125,921 |
| Value of total corrective distributions | 2020-12-31 | $606 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,140,335 |
| Value of total assets at end of year | 2020-12-31 | $8,638,264 |
| Value of total assets at beginning of year | 2020-12-31 | $5,600,879 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,515 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $32,901 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $32,901 |
| Administrative expenses professional fees incurred | 2020-12-31 | $7,515 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,334,174 |
| Participant contributions at end of year | 2020-12-31 | $176,633 |
| Participant contributions at beginning of year | 2020-12-31 | $188,256 |
| Participant contributions at end of year | 2020-12-31 | $52,461 |
| Participant contributions at beginning of year | 2020-12-31 | $48,981 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $169,688 |
| Other income not declared elsewhere | 2020-12-31 | $2,962 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,037,385 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,638,264 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,600,879 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,461,631 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,412,623 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $2,379,559 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,544,286 |
| Interest on participant loans | 2020-12-31 | $7,190 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,133,435 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,303,624 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $995,229 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $636,473 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,002,394 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $636,473 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $125,921 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $180 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $680 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | WISS & COMPANY, LLP |
| Accountancy firm EIN | 2020-12-31 | 221732349 |
