Plan5500

Electro-Mechanical Retirement Plan — Form 5500 plan (Electro-Mechanical, 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, Electro-Mechanical Retirement Plan is a benefit plan reported by Electro-Mechanical, LLC under EIN 54-0887040 and plan number 001. The latest loaded filing year is 2023. The filing reports 530 participants and $33,067,018 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Electro-Mechanical, LLC
EIN
54-0887040
Plan number
001
Plan type
2
Location
Bristol, VA
Latest filing year
2023
Participants
530
End-of-year plan assets
$33,067,018

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023530H, C20240729161838NAL0032488096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,067,018
Total liabilities (EOY)
$50,105
Net assets (EOY)
$33,016,913
Net assets (BOY)
$30,880,089

Income & contributions

Employer contributions
$441,213
Participant contributions
$1,127,050
Total contributions
$1,649,933
Total income / additions
$5,043,565

Expenses & distributions

Benefits paid
$2,829,741
Administrative expenses
$77,000
Total expenses
$2,906,741
Net increase / (decrease)
$2,136,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo AdvisorsINVESTMENT ADVISORY$61,353not reported in the loaded dataset2023
Prudential Reti Ins And Annuity CoINV ADV & RECORDKEEPING$15,647not reported in the loaded dataset2023

Related Form 5500 pages