2023 Form 5500 filing — Usm/Sm/Usofs 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812143214NAL0009562225001) for Usm/Sm/Usofs 401(K) Profit Sharing Plan, reported by U.S Mechanical Limited Company under EIN 87-0501447 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812143214NAL0009562225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S Mechanical Limited Company
- EIN
- 87-0501447
- Plan number
- 001
- Location
- Pleasant Grove, UT
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,376,770
- Net assets (EOY)
- $3,376,770
- Employer contributions
- $438,177
- Participant contributions
- $840,653
- Total income / additions
- $1,721,496
- Benefits paid
- $137,271
- Administrative expenses
- $26,874
- Total expenses
- $164,145
- Net increase / (decrease)
- $1,557,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascent Retirement Advisors LLC | INVESTMENT ADVISOR | $6,811 | $0 |
| Townsquare Capital Inc | INVESTMENT ADVISOR | $5,960 | $0 |