E G I Mechanical, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (E G I 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, E G I Mechanical, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by E G I Mechanical, Inc. under EIN 39-1824626 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $1,966,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E G I Mechanical, Inc.
EIN
39-1824626
Plan number
001
Plan type
2
Location
Seymour, WI
Latest filing year
2023
Participants
17
End-of-year plan assets
$1,966,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317I20240411131225NAL0000913538001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,966,850
Total liabilities (EOY)
$0
Net assets (EOY)
$1,966,850
Net assets (BOY)
$1,528,817

Income & contributions

Employer contributions
$58,799
Participant contributions
$97,990
Total income / additions
$438,793

Expenses & distributions

Benefits paid
$0
Administrative expenses
$760
Total expenses
$760
Net increase / (decrease)
$438,033

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages