2023 Form 5500 filing — Sav-Mor Mechanical, Inc. 401(K) Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240430134909NAL0028931408001) for Sav-Mor Mechanical, Inc. 401(K) Savings Plan, reported by Sav-Mor Mechanical, Inc. under EIN 11-2329017 and plan number 001. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240430134909NAL0028931408001
Filing year
2023
Form type
2
Plan sponsor
Sav-Mor Mechanical, Inc.
EIN
11-2329017
Plan number
001
Location
Ronkonkoma, NY
Participants
98
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,376,777
Total liabilities (EOY)
$0
Net assets (EOY)
$10,376,777
Employer contributions
$185,439
Participant contributions
$274,108
Total income / additions
$1,882,732
Benefits paid
$1,287,040
Administrative expenses
$16,179
Total expenses
$1,303,965
Net increase / (decrease)
$578,767
Schedule source
Schedule I

Related Form 5500 pages