M & D Mechanical Contractors, Inc. 401(K) Salary Reduction Plan And Trust — Form 5500 plan (M & D Mechanical 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, M & D Mechanical Contractors, Inc. 401(K) Salary Reduction Plan And Trust is a benefit plan reported by M & D Mechanical Contractors, Inc. under EIN 63-0719141 and plan number 001. The latest loaded filing year is 2023. The filing reports 112 participants and $7,490,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M & D Mechanical Contractors, Inc.
- EIN
- 63-0719141
- Plan number
- 001
- Plan type
- 2
- Location
- Decatur, AL
- Latest filing year
- 2023
- Participants
- 112
- End-of-year plan assets
- $7,490,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112 | H, C | 20241014151720NAL0026537953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,490,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,490,105
- Net assets (BOY)
- $6,658,064
Income & contributions
- Employer contributions
- $119,186
- Participant contributions
- $424,804
- Total contributions
- $543,990
- Total income / additions
- $1,579,623
Expenses & distributions
- Benefits paid
- $673,808
- Administrative expenses
- $62,483
- Total expenses
- $747,582
- Net increase / (decrease)
- $832,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISOR | $42,741 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,253 | $0 | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $8,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for M & D Mechanical Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Decatur, AL
- Fisher Asset Management LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation