2023 Form 5500 filing — American Mechanical, Inc. 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 20241015115314NAL0057342578001) for American Mechanical, Inc. Employee Stock Ownership Plan, reported by American Mechanical , Inc. under EIN 51-0593579 and plan number 003. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$2MReported net assets-$2,040,344
Participants26
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015115314NAL0057342578001
Plan sponsor
American Mechanical , Inc.
EIN
51-0593579
Plan number
003
Location
Walnut Creek, 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)$3.5M total assets
Net assets-$2MLiabilities$5.5M
Money in vs. money out
Total income / additions-$1.1M
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$104.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,450,749
Total liabilities (EOY)
$5,491,093
Net assets (EOY)
-$2,040,344
Employer contributions
$104,500
Total income / additions
-$1,131,648
Total expenses
$0
Net increase / (decrease)
-$1,131,648

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015115314NAL0057342578001 cover?
It is the 2023 Form 5500 filing for American Mechanical, Inc. Employee Stock Ownership Plan, reported by American Mechanical , Inc. (EIN 51-0593579).
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