401k Plan data: MMS STRATEGIES DEFINED BENEFIT PENSION PLAN plan

MMS STRATEGIES DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MMS STRATEGIES DEFINED BENEFIT PENSION PLAN
Plan identification number	002

MMS STRATEGIES DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. 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

MMS STRATEGIES has sponsored the creation of one or more 401k plans.

Company Name: MMS STRATEGIES

Employer identification number (EIN): 204005111

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MMS STRATEGIES DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MICHELLE SMIRA 2023-06-01
002 2021-01-01 MICHELLE SMIRA 2022-08-03
002 2020-01-01 MICHELLE SMIRA 2021-06-04
002 2019-01-01 MICHELLE SMIRA 2020-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	MICHELLE SMIRA	2023-06-01
002	2021-01-01	MICHELLE SMIRA	2022-08-03
002	2020-01-01	MICHELLE SMIRA	2021-06-04
002	2019-01-01	MICHELLE SMIRA	2020-10-15

Plan Statistics for MMS STRATEGIES DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MMS STRATEGIES DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: MMS STRATEGIES DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 778,975
Acturial value of plan assets 2022-12-31 778,975
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 552,418
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 555,337
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 555,337
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 135,581
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 135,581
Present value of excess contributions 2022-12-31 88,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 88,127
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 149,831
Total employer contributions 2022-12-31 245,000
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 240,146
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 64,148
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 240,146
Unpaid minimum required contributions for current year 2022-12-31 0
2021: MMS STRATEGIES DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 798,512
Acturial value of plan assets 2021-12-31 798,512
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 448,646
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 451,729
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 451,729
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 79,000
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 79,000
Present value of excess contributions 2021-12-31 87,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 87,775
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 50,000
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 135,581
Total employer contributions 2021-12-31 89,572
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 88,127
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 68,565
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 88,127
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MMS STRATEGIES DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 636,208
Acturial value of plan assets 2020-12-31 636,208
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 337,579
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 339,527
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 339,527
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 79,323
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 79,323
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 79,000
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 79,000
Total employer contributions 2020-12-31 89,572
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 87,775
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 78,923
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 87,775
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MMS STRATEGIES DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 509,503
Acturial value of plan assets 2019-12-31 509,503
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 2
Active participant vested funding target 2019-12-31 275,185
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 275,185
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 275,187
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 119,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 119,487
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 82,836
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 79,291
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 55,455
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 79,291
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2022: MMS STRATEGIES DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	778,975
Acturial value of plan assets	2022-12-31	778,975
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	552,418
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	555,337
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	555,337
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	135,581
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	135,581
Present value of excess contributions	2022-12-31	88,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	88,127
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	149,831
Total employer contributions	2022-12-31	245,000
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	240,146
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	64,148
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	240,146
Unpaid minimum required contributions for current year	2022-12-31	0
2021: MMS STRATEGIES DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	798,512
Acturial value of plan assets	2021-12-31	798,512
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	448,646
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	451,729
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	451,729
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	79,000
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	79,000
Present value of excess contributions	2021-12-31	87,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	87,775
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	50,000
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	135,581
Total employer contributions	2021-12-31	89,572
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	88,127
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	68,565
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	88,127
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MMS STRATEGIES DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	636,208
Acturial value of plan assets	2020-12-31	636,208
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	337,579
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	339,527
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	339,527
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	79,323
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	79,323
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	79,000
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	79,000
Total employer contributions	2020-12-31	89,572
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	87,775
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	78,923
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	87,775
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MMS STRATEGIES DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	509,503
Acturial value of plan assets	2019-12-31	509,503
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	2
Active participant vested funding target	2019-12-31	275,185
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	275,185
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	275,187
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	119,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	119,487
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	82,836
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	79,291
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	55,455
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	79,291
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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Company Name:	MMS STRATEGIES
Employer identification number (EIN):	204005111
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services