Silicon Valley Mechanical, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Silicon Valley Mechanical, Inc. (EIN 46-4540945) is a plan sponsor located in San Jose, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-4540945
Location
San Jose, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Silicon Valley Mechanical, Inc.

  • 2 loaded plans hold $28.2M in reported assets.
  • The largest, Silicon Valley Mechanical, Inc. 401(K) Plan, holds 79% of this company's reported plan assets.
  • Plans cover 294 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.2MSummed across loaded plans$28,175,781
Total reported assets$28.2M$28,175,781
Total reported participants294
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.2M total assets
Net assets$28.2MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$1.5M
Total income / additions$8.1M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets79%Silicon Valley Mechanical, Inc. 401(K) Plan
Participants per plan147Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 158 participants · 2023
  2. 2
    Plan #002 · 136 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Silicon Valley Mechanical, Inc.. Open one for its full reported snapshot.

  1. 2023
    Silicon Valley Mechanical Cash Balance Plan136 participants · 2Sch HSch C
    View filing →
  2. 2023
    Silicon Valley Mechanical, Inc. 401(K) Plan158 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Silicon Valley Mechanical, Inc. report on Form 5500?
Silicon Valley Mechanical, Inc. (EIN 46-4540945) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Silicon Valley Mechanical, Inc.?
The Employer Identification Number (EIN) reported for Silicon Valley Mechanical, Inc. is 46-4540945.
What is the latest Form 5500 filing year for Silicon Valley Mechanical, Inc.?
The latest loaded Form 5500 filing year for Silicon Valley Mechanical, Inc. is 2023.

Related Form 5500 pages