Plan5500

Southeast Mechanical LLC — 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, Southeast Mechanical LLC (EIN 84-4771473) is a plan sponsor located in Winston Salem, NC with 1 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
84-4771473
Location
Winston Salem, NC
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 Southeast Mechanical LLC

  • 2 loaded plans hold $5.2M in reported assets.
  • The largest, Southeast Mechanical LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 404 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.2MSummed across loaded plans$5,222,373
Total reported assets$5.2M$5,222,373
Total reported participants404
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.2M total assets
Net assets$5.2MLiabilities$0
Contributions & income
Employer contributions$199.6K
Participant contributions$496.4K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$129.1K
Total expenses$162K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Southeast Mechanical LLC 401(K) Plan
Participants per plan202Average 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
    Southeast Mechanical LLC 401(K) Plan$5.2M
    Plan #001 · 164 participants · 2023
  2. 2
    Southeast Mechanical Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 240 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southeast Mechanical LLC. Open one for its full reported snapshot.

  1. 2023
    Southeast Mechanical LLC 401(K) Plan164 participants · 2Sch HSch C
    View filing →
  2. 2023
    Southeast Mechanical Employee Benefits Plan240 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southeast Mechanical LLC report on Form 5500?
Southeast Mechanical LLC (EIN 84-4771473) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southeast Mechanical LLC?
The Employer Identification Number (EIN) reported for Southeast Mechanical LLC is 84-4771473.
What is the latest Form 5500 filing year for Southeast Mechanical LLC?
The latest loaded Form 5500 filing year for Southeast Mechanical LLC is 2023.

Related Form 5500 pages