2023 Form 5500 filing — R & H 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 20241014151836NAL0013519763001) for R & H Mechanical, Inc. Employee Stock Ownership Plan, reported by R & H Mechanical, Inc. under EIN 32-0109930 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,119,557
Participants174
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014151836NAL0013519763001
Plan sponsor
R & H Mechanical, Inc.
EIN
32-0109930
Plan number
002
Location
Eagle, CO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.9M total assets
Net assets$8.1MLiabilities$1.8M
Money in vs. money out
Total income / additions$3.6M
Total expenses$90.3K
Benefits paid / distributions$27.1K
Contributions
Employer$183.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$9,937,807
Total liabilities (EOY)
$1,818,250
Net assets (EOY)
$8,119,557
Employer contributions
$183,555
Total income / additions
$3,598,318
Benefits paid
$27,084
Administrative expenses
$0
Total expenses
$90,330
Net increase / (decrease)
$3,507,988

Related Form 5500 pages