Plan5500

Incom Mechanical, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Incom Mechanical, Inc. (EIN 68-0123901) is a plan sponsor located in Petaluma, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
68-0123901
Location
Petaluma, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Incom Mechanical, Inc.

  • 2 loaded plans hold $1.7M in reported assets.
  • The largest, Incom Mechanical Inc. Employee Stock Ownership Plan And Trust, holds 61% of this company's reported plan assets.
  • Plans cover 105 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$536KSummed across loaded plans-$536,003
Total reported assets$1.7M$1,706,342
Total reported participants105
Total reported liabilities$2.2M$2,242,345

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets-$536KLiabilities$2.2M
Contributions & income
Employer contributions$374.9K
Participant contributions$22.8K
Total income / additions-$43.3K
Expenses & distributions
Benefits paid / distributions$647K
Total expenses$738.4K
Net increase / (decrease)-$781.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets61%Incom Mechanical Inc. Employee Stock Ownership Plan And Trust
Participants per plan53Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Incom Mechanical Inc. Employee Stock Ownership Plan And Trust$1M
    Plan #002 · 60 participants · 2023
  2. 2
    Incom Mechanical, Inc. 401(K) Profit Sharing Plan$657.7K
    Plan #001 · 45 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Incom Mechanical, Inc.. Open one for its full reported snapshot.

  1. 2023
    Incom Mechanical, Inc. 401(K) Profit Sharing Plan45 participants · 2Sch I
    View filing →
  2. 2023
    Incom Mechanical Inc. Employee Stock Ownership Plan And Trust60 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Incom Mechanical, Inc. report on Form 5500?
Incom Mechanical, Inc. (EIN 68-0123901) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Incom Mechanical, Inc.?
The Employer Identification Number (EIN) reported for Incom Mechanical, Inc. is 68-0123901.
What is the latest Form 5500 filing year for Incom Mechanical, Inc.?
The latest loaded Form 5500 filing year for Incom Mechanical, Inc. is 2023.

Related Form 5500 pages