2023 Form 5500 filing — Interstate Mechanical Corporation 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 20241008112745NAL0016526225001) for Interstate Mechanical Corporation 401(K) Profit Sharing Plan, reported by Interstate Mechanical Corporation under EIN 86-0448232 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,072,892
Participants415
Provider compensation$8.1K3 Schedule C row(s)$8,147
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008112745NAL0016526225001
Plan sponsor
Interstate Mechanical Corporation
EIN
86-0448232
Plan number
001
Location
Phoenix, AZ
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$755.4K
Benefits paid / distributions$751.9K
Contributions
Employer$134.8K
Participant$532.2K
Full reported line items
Total assets (EOY)
$5,072,892
Total liabilities (EOY)
$0
Net assets (EOY)
$5,072,892
Employer contributions
$134,788
Participant contributions
$532,208
Total income / additions
$1,272,991
Benefits paid
$751,883
Administrative expenses
$3,535
Total expenses
$755,418
Net increase / (decrease)
$517,573
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $3.5K · Indirect $4.6K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $0
  3. 3
    BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008112745NAL0016526225001 cover?
It is the 2023 Form 5500 filing for Interstate Mechanical Corporation 401(K) Profit Sharing Plan, reported by Interstate Mechanical Corporation (EIN 86-0448232).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages