R & H Mechanical, Inc. Employee Stock Ownership Plan — Form 5500 plan (R & H Mechanical, Inc.)

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, R & H Mechanical, Inc. Employee Stock Ownership Plan is a benefit plan reported by R & H Mechanical, Inc. under EIN 32-0109930 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $9,937,807 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.1MPlan net assets, end of year$8,119,557
Participants174Covered participants reported
Assets / participant$57.1KComputed: assets ÷ participants$57,114 (computed)
Provider compensationNone reported
Plan sponsor
R & H Mechanical, Inc.
EIN
32-0109930
Plan number
002
Plan type
2
Location
Eagle, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H20241014151836NAL0013519763001
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)$9.9M total assets
Net assets$8.1MLiabilities$1.8M
Money in vs. money out
Total income / additions$3.6M
Total expenses$90.3K
Benefits paid / distributions$27.1K
Contributions
Employer$183.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$9,937,807
Total liabilities (EOY)
$1,818,250
Net assets (EOY)
$8,119,557
Net assets (BOY)
$4,611,569

Income & contributions

Employer contributions
$183,555
Total contributions
$183,555
Total income / additions
$3,598,318

Expenses & distributions

Benefits paid
$27,084
Administrative expenses
$0
Total expenses
$90,330
Net increase / (decrease)
$3,507,988
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.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages