Capitol Mechanical, Inc. Employee Stock Ownership Plan — Form 5500 plan (Capitol 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, Capitol Mechanical, Inc. Employee Stock Ownership Plan is a benefit plan reported by Capitol Mechanical, Inc. under EIN 39-1145227 and plan number 002. The latest loaded filing year is 2023. The filing reports 59 participants and $2,489,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capitol Mechanical, Inc.
- EIN
- 39-1145227
- Plan number
- 002
- Plan type
- 2
- Location
- Sun Prairie, WI
- Latest filing year
- 2023
- Participants
- 59
- End-of-year plan assets
- $2,489,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 59 | I | 20240813090636NAL0017641616001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,489,893
- Total liabilities (EOY)
- $6,851,470
- Net assets (EOY)
- -$4,361,577
- Net assets (BOY)
- -$4,454,794
Income & contributions
- Employer contributions
- $311,380
- Total income / additions
- $311,380
Expenses & distributions
- Administrative expenses
- $100
- Total expenses
- $218,163
- Net increase / (decrease)
- $93,217
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.