Mechanical Systems Company, LLC 401(K) Ps Plan — Form 5500 plan (Mechanical Systems Company, LLC)

Plain-English plan 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, Mechanical Systems Company, LLC 401(K) Ps Plan is a benefit plan reported by Mechanical Systems Company, LLC under EIN 20-8844397 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $5,224,259 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,224,259
Participants170Covered participants reported
Assets / participant$30.7KComputed: assets ÷ participants$30,731 (computed)
Provider compensation$21.9K3 Schedule C provider row(s)$21,911
Plan sponsor
Mechanical Systems Company, LLC
EIN
20-8844397
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241015214722NAL0017256675001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$444.6K
Benefits paid / distributions$418.8K
Contributions
Employer$328.6K
Participant$546.1K
Full reported line items

Net assets

Total assets (EOY)
$5,224,259
Total liabilities (EOY)
$0
Net assets (EOY)
$5,224,259
Net assets (BOY)
$3,925,082

Income & contributions

Employer contributions
$328,587
Participant contributions
$546,062
Total contributions
$874,649
Total income / additions
$1,743,746

Expenses & distributions

Benefits paid
$418,818
Administrative expenses
$21,912
Total expenses
$444,569
Net increase / (decrease)
$1,299,177
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$11,391$02023
Ubs Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$10,520$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages