2023 Form 5500 filing — University Mechanical Contractors, Inc. 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 20240815143932NAL0013309057001) for University Mechanical Contractors, Inc. 401(K) Profit Sharing Plan, reported by University Mechanical Contractors, Inc. under EIN 91-0653496 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815143932NAL0013309057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Mechanical Contractors, Inc.
- EIN
- 91-0653496
- Plan number
- 001
- Location
- Lynnwood, WA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,711,912
- Total liabilities (EOY)
- $24,855
- Net assets (EOY)
- $31,687,057
- Employer contributions
- $824,881
- Participant contributions
- $1,881,110
- Total income / additions
- $7,400,721
- Benefits paid
- $2,303,729
- Administrative expenses
- $30,196
- Total expenses
- $2,347,008
- Net increase / (decrease)
- $5,053,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services | TPA | $22,677 | not reported in the loaded dataset |
| Rbc Wealth Management | INVESTMENT ADVISOR | $7,379 | not reported in the loaded dataset |