2023 Form 5500 filing — Tudi Mechanical Systems 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 20241011090928NAL0010756483001) for Tudi Mechanical Systems 401(K) Plan, reported by Tudi Mechanical Systems, Inc. under EIN 23-2870098 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090928NAL0010756483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tudi Mechanical Systems, Inc.
- EIN
- 23-2870098
- Plan number
- 001
- Location
- Mckees Rocks, PA
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,006,028
- Total liabilities (EOY)
- $661
- Net assets (EOY)
- $21,005,367
- Employer contributions
- $596,925
- Participant contributions
- $1,002,719
- Total income / additions
- $5,351,231
- Benefits paid
- $1,158,675
- Administrative expenses
- $72,457
- Total expenses
- $1,231,793
- Net increase / (decrease)
- $4,119,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $36,284 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,291 | $0 |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $8,300 | not reported in the loaded dataset |
| Empower Adivsory Group, LLC | INVESTMENT MGMT | $6,559 | not reported in the loaded dataset |