Plan Snapshot
- Plan Sponsor: M2gen, Corp.
- Sponsor EIN: 208486180
- Sponsor Address: 13610 BIG BEND DR #5519, HUDSON, FL, 34667
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $2.7M | $484,800 | $747,621 |
| 2023 | 92 | $9.0M | $535,315 | $1.1M |
| 2022 | 156 | $7.0M | $264,668 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WALTERS & ASSOCIATES, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,777 | $4,633 | — | — | — |
| 2023 | $18,182 | — | $18,182 | — | — |
| 2022 | — | — | — | — | — |