Mallick Mechanical Contractors, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Mallick Mechcanical Contractors, 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, Mallick Mechanical Contractors, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Mallick Mechcanical Contractors, Inc. under EIN 52-1964567 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $8,665,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mallick Mechcanical Contractors, Inc.
- EIN
- 52-1964567
- Plan number
- 001
- Plan type
- 2
- Location
- Gaithersburg, MD
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $8,665,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241014150644NAL0046508960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,665,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,665,612
- Net assets (BOY)
- $6,956,359
Income & contributions
- Employer contributions
- $251,767
- Participant contributions
- $513,869
- Total contributions
- $787,010
- Total income / additions
- $2,048,578
Expenses & distributions
- Benefits paid
- $295,464
- Administrative expenses
- $43,861
- Total expenses
- $339,325
- Net increase / (decrease)
- $1,709,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | CONTRACT ADMINISTRATOR | $20,619 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,297 | $0 | 2023 |
| Jm Pension Advisory, Inc. | CONTRACT ADMINISTRATOR | $2,225 | $3,753 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mallick Mechcanical Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Gaithersburg, MD
- Morgan Stanley Global — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Jm Pension Advisory, Inc. — Schedule C compensation