Usm/Sm/Usofs 401(K) Profit Sharing Plan — Form 5500 plan (U.S Mechanical Limited Company)
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, Usm/Sm/Usofs 401(K) Profit Sharing Plan is a benefit plan reported by U.S Mechanical Limited Company under EIN 87-0501447 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $3,376,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.S Mechanical Limited Company
- EIN
- 87-0501447
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasant Grove, UT
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $3,376,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240812143214NAL0009562225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,376,770
- Net assets (EOY)
- $3,376,770
- Net assets (BOY)
- $1,819,419
Income & contributions
- Employer contributions
- $438,177
- Participant contributions
- $840,653
- Total contributions
- $1,278,830
- Total income / additions
- $1,721,496
Expenses & distributions
- Benefits paid
- $137,271
- Administrative expenses
- $26,874
- Total expenses
- $164,145
- Net increase / (decrease)
- $1,557,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascent Retirement Advisors LLC | INVESTMENT ADVISOR | $6,811 | $0 | 2023 |
| Townsquare Capital Inc | INVESTMENT ADVISOR | $5,960 | $0 | 2023 |