Sav-Mor Mechanical, Inc. 401(K) Savings Plan — Form 5500 plan (Sav-Mor Mechanical, Inc.)
Plain-English plan 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, Sav-Mor Mechanical, Inc. 401(K) Savings Plan is a benefit plan reported by Sav-Mor Mechanical, Inc. under EIN 11-2329017 and plan number 001. The latest loaded filing year is 2023. The filing reports 98 participants and $10,376,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sav-Mor Mechanical, Inc.
- EIN
- 11-2329017
- Plan number
- 001
- Plan type
- 2
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 98
- End-of-year plan assets
- $10,376,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 98 | I | 20240430134909NAL0028931408001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,376,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,376,777
- Net assets (BOY)
- $9,798,010
Income & contributions
- Employer contributions
- $185,439
- Participant contributions
- $274,108
- Total income / additions
- $1,882,732
Expenses & distributions
- Benefits paid
- $1,287,040
- Administrative expenses
- $16,179
- Total expenses
- $1,303,965
- Net increase / (decrease)
- $578,767
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.