2023 Form 5500 filing — Sun Mechanical Contracting, Inc. 401(K) Retirement 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 20241009102316NAL0019011169001) for Sun Mechanical Contracting, Inc. 401(K) Retirement Plan, reported by Sun Mechanical Contracting, Inc. under EIN 86-0362106 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009102316NAL0019011169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Mechanical Contracting, Inc.
- EIN
- 86-0362106
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,396,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,396,881
- Employer contributions
- $383,929
- Participant contributions
- $725,518
- Total income / additions
- $2,453,167
- Benefits paid
- $645,526
- Administrative expenses
- $53,610
- Total expenses
- $708,093
- Net increase / (decrease)
- $1,745,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellspring Financial Partners | ADVISOR | $32,016 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,594 | $0 |