2023 Form 5500 filing — Mechanical Equipment Company, 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 20241014144620NAL0046419792001) for Mechanical Equipment Company, Inc. 401(K) Profit Sharing Plan, reported by Mechanical Equipment Company, Inc. under EIN 72-0397859 and plan number 002. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144620NAL0046419792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mechanical Equipment Company, Inc.
- EIN
- 72-0397859
- Plan number
- 002
- Location
- Mandeville, LA
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,517,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,517,068
- Employer contributions
- $401,972
- Participant contributions
- $1,165,613
- Total income / additions
- $4,560,834
- Benefits paid
- $2,491,039
- Administrative expenses
- $21,262
- Total expenses
- $2,512,301
- Net increase / (decrease)
- $2,048,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $21,262 | $0 |