Tudi Mechanical Systems 401(K) Plan — Form 5500 plan (Tudi Mechanical Systems, 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, Tudi Mechanical Systems 401(K) Plan is a benefit plan reported by Tudi Mechanical Systems, Inc. under EIN 23-2870098 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $21,006,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tudi Mechanical Systems, Inc.
- EIN
- 23-2870098
- Plan number
- 001
- Plan type
- 2
- Location
- Mckees Rocks, PA
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $21,006,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241011090928NAL0010756483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,006,028
- Total liabilities (EOY)
- $661
- Net assets (EOY)
- $21,005,367
- Net assets (BOY)
- $16,885,929
Income & contributions
- Employer contributions
- $596,925
- Participant contributions
- $1,002,719
- Total contributions
- $1,608,670
- Total income / additions
- $5,351,231
Expenses & distributions
- Benefits paid
- $1,158,675
- Administrative expenses
- $72,457
- Total expenses
- $1,231,793
- Net increase / (decrease)
- $4,119,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $36,284 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,291 | $0 | 2023 |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $8,300 | not reported in the loaded dataset | 2023 |
| Empower Adivsory Group, LLC | INVESTMENT MGMT | $6,559 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tudi Mechanical Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mckees Rocks, PA
- Janney Montgomery Scott LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Dunbar, Bender & Zapf, Inc. — Schedule C compensation
- Empower Adivsory Group, LLC — Schedule C compensation