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, Sun Mechanical Contracting, Inc. 401(K) Retirement Plan is a benefit plan reported by Sun Mechanical Contracting, Inc. under EIN 86-0362106 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $9,396,881 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,396,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,396,881
- Net assets (BOY)
- $7,651,807
Income & contributions
- Employer contributions
- $383,929
- Participant contributions
- $725,518
- Total contributions
- $1,109,447
- Total income / additions
- $2,453,167
Expenses & distributions
- Benefits paid
- $645,526
- Administrative expenses
- $53,610
- Total expenses
- $708,093
- Net increase / (decrease)
- $1,745,074