Plan5500

Rj Mechanical, Inc. 401(K) Retirement Plan — Form 5500 plan (Rj 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, Rj Mechanical, Inc. 401(K) Retirement Plan is a benefit plan reported by Rj Mechanical, Inc. under EIN 63-1197649 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $7,542,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rj Mechanical, Inc.
EIN
63-1197649
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
140
End-of-year plan assets
$7,542,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20241002162303NAL0017271330001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,542,870
Total liabilities (EOY)
$0
Net assets (EOY)
$7,542,870
Net assets (BOY)
$6,200,627

Income & contributions

Employer contributions
$289,109
Participant contributions
$490,140
Total contributions
$779,249
Total income / additions
$1,761,297

Expenses & distributions

Benefits paid
$415,582
Administrative expenses
$3,381
Total expenses
$419,054
Net increase / (decrease)
$1,342,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Azalea AdministrationCONTRACT ADMIN$2,601$3,1262023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$1,683$02023

Related Form 5500 pages