E G I Mechanical, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (E G I 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, E G I Mechanical, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by E G I Mechanical, Inc. under EIN 39-1824626 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $1,966,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E G I Mechanical, Inc.
- EIN
- 39-1824626
- Plan number
- 001
- Plan type
- 2
- Location
- Seymour, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20240411131225NAL0000913538001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,966,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,966,850
- Net assets (BOY)
- $1,528,817
Income & contributions
- Employer contributions
- $58,799
- Participant contributions
- $97,990
- Total income / additions
- $438,793
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $760
- Total expenses
- $760
- Net increase / (decrease)
- $438,033
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.