2023 Form 5500 filing — Marina Mechanical Services Employee Stock Ownership 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 20240925185401NAL0027570146001) for Marina Mechanical Services Employee Stock Ownership Plan, reported by Marina Mechanical Services under EIN 94-2667797 and plan number 002. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,415,255
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240925185401NAL0027570146001
Plan sponsor
Marina Mechanical Services
EIN
94-2667797
Plan number
002
Location
Livermore, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.7M total assets
Net assets$1.4MLiabilities$4.3M
Money in vs. money out
Total income / additions$394.4K
Total expenses$73.4K
Benefits paid / distributions$23K
Contributions
Employer$342.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$5,675,260
Total liabilities (EOY)
$4,260,005
Net assets (EOY)
$1,415,255
Employer contributions
$342,734
Total income / additions
$394,367
Benefits paid
$22,969
Total expenses
$73,395
Net increase / (decrease)
$320,972

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925185401NAL0027570146001 cover?
It is the 2023 Form 5500 filing for Marina Mechanical Services Employee Stock Ownership Plan, reported by Marina Mechanical Services (EIN 94-2667797).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages