Modern Air Mechanical Employee Stock Ownership Plan — Form 5500 plan (Modern Air Mechanical)

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, Modern Air Mechanical Employee Stock Ownership Plan is a benefit plan reported by Modern Air Mechanical under EIN 77-0198635 and plan number 002. The latest loaded filing year is 2023. The filing reports 90 participants and $10,264,592 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Modern Air Mechanical
EIN
77-0198635
Plan number
002
Plan type
2
Location
Merced, CA
Latest filing year
2023
Participants
90
End-of-year plan assets
$10,264,592

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202390I20240729160009NAL0019073729004

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$10,264,592
Total liabilities (EOY)
$11,420,416
Net assets (EOY)
-$1,155,824
Net assets (BOY)
-$833,248

Income & contributions

Employer contributions
$280,000
Total income / additions
$56,103

Expenses & distributions

Benefits paid
$43,815
Total expenses
$378,679
Net increase / (decrease)
-$322,576

Service provider compensation (Schedule C)

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

Related Form 5500 pages