Who sponsors the Breeden Mechanical, Inc. Profit Sharing Plan?

Breeden Mechanical, Inc. Profit Sharing Plan is reported as sponsored by Breeden Mechanical, Inc. (EIN 52-1089530, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Breeden Mechanical, Inc. Profit Sharing Plan?

The latest Form 5500 filing year loaded for Breeden Mechanical, Inc. Profit Sharing Plan is 2023.

How many participants does Breeden Mechanical, Inc. Profit Sharing Plan report?

Breeden Mechanical, Inc. Profit Sharing Plan reports 239 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Breeden Mechanical, Inc. Profit Sharing Plan?

Breeden Mechanical, Inc. Profit Sharing Plan reports $10,083,443 in end-of-year plan assets in its latest loaded Form 5500 filing.

Breeden Mechanical, Inc. Profit Sharing Plan — Form 5500 plan (Breeden 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, Breeden Mechanical, Inc. Profit Sharing Plan is a benefit plan reported by Breeden Mechanical, Inc. under EIN 52-1089530 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $10,083,443 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.1MPlan net assets, end of year$10,083,443

Participants239Covered participants reported

Assets / participant$42.2KComputed: assets ÷ participants$42,190 (computed)

Provider compensation$45.5K3 Schedule C provider row(s)$45,488

Plan sponsor: Breeden Mechanical, Inc.
EIN: 52-1089530
Plan number: 001
Plan type: 2
Location: Manassas, VA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	239	H, C	20251113085933NAL0001187729001

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)$10.1M total assets

Net assets$10.1MLiabilities$0

Money in vs. money out

Total income / additions$2.4M

Total expenses$284.6K

Benefits paid / distributions$237.4K

Contributions

Employer$345.5K

Participant$600.7K

Full reported line items

Net assets

Total assets (EOY): $10,083,443
Total liabilities (EOY): $0
Net assets (EOY): $10,083,443
Net assets (BOY): $7,971,943

Income & contributions

Employer contributions: $345,545
Participant contributions: $600,653
Total contributions: $1,030,793
Total income / additions: $2,396,136

Expenses & distributions

Benefits paid: $237,354
Administrative expenses: $45,488
Total expenses: $284,636
Net increase / (decrease): $2,111,500

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)

37%63%

Employer 37%Participant 63%

Total expenses ÷ net assets3%Computed ratio

Benefits paid ÷ total income10%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Benefit Fiduciary Group LLC	INVESTMENT ADVISOR	$25,917	not reported in the loaded dataset	2023
Empower Annuity Insurance Company O	RECORDKEEPER	$16,713	$0	2023
Empower Advisory Group, LLC	INVESTMENT MGMT	$2,858	not reported in the loaded dataset	2023