2023 Form 5500 filing — Mallick Mechanical Contractors, Inc. Profit Sharing Plan & Trust
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 20241014150644NAL0046508960001) for Mallick Mechanical Contractors, Inc. Profit Sharing Plan & Trust, reported by Mallick Mechcanical Contractors, Inc. under EIN 52-1964567 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
- 20241014150644NAL0046508960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mallick Mechcanical Contractors, Inc.
- EIN
- 52-1964567
- Plan number
- 001
- Location
- Gaithersburg, MD
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,665,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,665,612
- Employer contributions
- $251,767
- Participant contributions
- $513,869
- Total income / additions
- $2,048,578
- Benefits paid
- $295,464
- Administrative expenses
- $43,861
- Total expenses
- $339,325
- Net increase / (decrease)
- $1,709,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | CONTRACT ADMINISTRATOR | $20,619 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,297 | $0 |
| Jm Pension Advisory, Inc. | CONTRACT ADMINISTRATOR | $2,225 | $3,753 |