2023 Form 5500 filing — Innovative Mechanical, Inc. 401(K) Profit Sharing 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 20250107130902NAL0018977218001) for Innovative Mechanical, Inc. 401(K) Profit Sharing Plan, reported by Innovative Mechanical, Inc. under EIN 94-2945116 and plan number 002. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250107130902NAL0018977218001
Filing year
2023
Form type
2
Plan sponsor
Innovative Mechanical, Inc.
EIN
94-2945116
Plan number
002
Location
Belmont, CA
Participants
27
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,520,025
Total liabilities (EOY)
$0
Net assets (EOY)
$4,520,025
Employer contributions
$307,984
Participant contributions
$236,394
Total income / additions
$1,161,485
Benefits paid
$239,060
Administrative expenses
$275
Total expenses
$239,335
Net increase / (decrease)
$922,150
Schedule source
Schedule I

Related Form 5500 pages