2023 Form 5500 filing — Sarracco Mechanical Services, Inc, Profit Sharing 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 20241101093429NAL0003390689001) for Sarracco Mechanical Services, Inc, Profit Sharing 401(K) Plan, reported by Sarracco Mechanical Services, Inc. under EIN 06-0935943 and plan number 001. It reports 135 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)$12.6MReported net assets$12,588,011
Participants135
Provider compensation$23.6K3 Schedule C row(s)$23,559
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241101093429NAL0003390689001
Plan sponsor
Sarracco Mechanical Services, Inc.
EIN
06-0935943
Plan number
001
Location
Waterbury, CT
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$242.2K
Participant$386.8K
Full reported line items
Total assets (EOY)
$12,588,011
Total liabilities (EOY)
$0
Net assets (EOY)
$12,588,011
Employer contributions
$242,176
Participant contributions
$386,835
Total income / additions
$2,476,825
Benefits paid
$1,560,427
Administrative expenses
$12,034
Total expenses
$1,572,461
Net increase / (decrease)
$904,364
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $0 · Indirect $29.6K
  2. 2
    ACCOUNTANT/AUDITOR · Direct $10.3K
  3. 3
    RECORDKEEPER · Direct -$16.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241101093429NAL0003390689001 cover?
It is the 2023 Form 5500 filing for Sarracco Mechanical Services, Inc, Profit Sharing 401(K) Plan, reported by Sarracco Mechanical Services, Inc. (EIN 06-0935943).
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