2023 Form 5500 filing — Abm Mechanical, Inc. Employee Stock Ownership 401(K) 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 20240918144302NAL0004727153001) for Abm Mechanical, Inc. Employee Stock Ownership 401(K) Plan, reported by Abm Mechanical, Inc. under EIN 01-0501826 and plan number 003. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240918144302NAL0004727153001
Filing year
2023
Form type
2
Plan sponsor
Abm Mechanical, Inc.
EIN
01-0501826
Plan number
003
Location
Bangor, ME
Participants
158
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,066,591
Total liabilities (EOY)
$93,930
Net assets (EOY)
$32,972,661
Employer contributions
$267,302
Participant contributions
$506,919
Total income / additions
$9,150,006
Benefits paid
$428,215
Administrative expenses
$29,486
Total expenses
$460,568
Net increase / (decrease)
$8,689,438
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Valmark Advisors, IncNONE$20,322not reported in the loaded dataset
The Vanguard Group,IncNONE$10,194not reported in the loaded dataset

Related Form 5500 pages