2023 Form 5500 filing — Capitol Mechanical, Inc. Employee Stock Ownership 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 20240813090636NAL0017641616001) for Capitol Mechanical, Inc. Employee Stock Ownership Plan, reported by Capitol Mechanical, Inc. under EIN 39-1145227 and plan number 002. It reports 59 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240813090636NAL0017641616001
Filing year
2023
Form type
2
Plan sponsor
Capitol Mechanical, Inc.
EIN
39-1145227
Plan number
002
Location
Sun Prairie, WI
Participants
59
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,489,893
Total liabilities (EOY)
$6,851,470
Net assets (EOY)
-$4,361,577
Employer contributions
$311,380
Total income / additions
$311,380
Administrative expenses
$100
Total expenses
$218,163
Net increase / (decrease)
$93,217
Schedule source
Schedule I

Related Form 5500 pages