2023 Form 5500 filing — Mechanical Services & Design Inc. 401(K) 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 20241015104636NAL0055634594001) for Mechanical Services & Design Inc. 401(K) Plan, reported by Mechanical Services & Design Inc. under EIN 31-1105654 and plan number 001. It reports 253 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)$13.8MReported net assets$13,834,014
Participants253
Provider compensation$95.4K3 Schedule C row(s)$95,377
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015104636NAL0055634594001
Plan sponsor
Mechanical Services & Design Inc.
EIN
31-1105654
Plan number
001
Location
Dayton, OH
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)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$742K
Benefits paid / distributions$677K
Contributions
Employer$1.1M
Participant$880.7K
Full reported line items
Total assets (EOY)
$13,834,014
Total liabilities (EOY)
$0
Net assets (EOY)
$13,834,014
Employer contributions
$1,117,622
Participant contributions
$880,690
Total income / additions
$3,920,230
Benefits paid
$676,959
Administrative expenses
$65,084
Total expenses
$742,043
Net increase / (decrease)
$3,178,187
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $62.7K · Indirect $0
  2. 2
    BROKER · Direct $0 · Indirect $30.1K
  3. 3
    RECORDKEEPER · Direct $2.4K · Indirect $239

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015104636NAL0055634594001 cover?
It is the 2023 Form 5500 filing for Mechanical Services & Design Inc. 401(K) Plan, reported by Mechanical Services & Design Inc. (EIN 31-1105654).
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