Plan5500

Total Mechanical 401(K) Retirement Plan — Form 5500 plan (Total 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, Total Mechanical 401(K) Retirement Plan is a benefit plan reported by Total Mechanical, Inc. under EIN 39-1092230 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $14,844,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Total Mechanical, Inc.
EIN
39-1092230
Plan number
002
Plan type
2
Location
Pewaukee, WI
Latest filing year
2023
Participants
318
End-of-year plan assets
$14,844,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318H, C20240924073529NAL0012486113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,844,203
Total liabilities (EOY)
$14,337
Net assets (EOY)
$14,829,866
Net assets (BOY)
$12,211,652

Income & contributions

Employer contributions
$93,775
Participant contributions
$832,268
Total contributions
$993,378
Total income / additions
$3,174,148

Expenses & distributions

Benefits paid
$502,488
Administrative expenses
$53,446
Total expenses
$555,934
Net increase / (decrease)
$2,618,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$54,104$02023

Related Form 5500 pages