Blau Mechanical Employee Profit Sharing Trust — Form 5500 plan (Blau 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, Blau Mechanical Employee Profit Sharing Trust is a benefit plan reported by Blau Mechanical, Inc. under EIN 61-0662700 and plan number 001. The latest loaded filing year is 2023. The filing reports 35 participants and $9,664,448 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blau Mechanical, Inc.
EIN
61-0662700
Plan number
001
Plan type
2
Location
Covington, KY
Latest filing year
2023
Participants
35
End-of-year plan assets
$9,664,448

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335I20250516122105NAL0031604928001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$9,664,448
Net assets (EOY)
$9,664,448
Net assets (BOY)
$7,598,863

Income & contributions

Employer contributions
$465,631
Total income / additions
$2,212,494

Expenses & distributions

Benefits paid
$81,702
Administrative expenses
$65,207
Total expenses
$146,909
Net increase / (decrease)
$2,065,585

Service provider compensation (Schedule C)

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

Related Form 5500 pages