J. F. Sobieski Mechanical Contractors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (J. F. Sobieski Mechanical Contractors, 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, J. F. Sobieski Mechanical Contractors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by J. F. Sobieski Mechanical Contractors, Inc. under EIN 51-0306624 and plan number 001. The latest loaded filing year is 2023. The filing reports 565 participants and $13,697,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. F. Sobieski Mechanical Contractors, Inc.
- EIN
- 51-0306624
- Plan number
- 001
- Plan type
- 2
- Location
- Newark, DE
- Latest filing year
- 2023
- Participants
- 565
- End-of-year plan assets
- $13,697,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 565 | H, C | 20241015131820NAL0029759985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,697,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,697,289
- Net assets (BOY)
- $11,329,671
Income & contributions
- Employer contributions
- $333,480
- Participant contributions
- $1,167,043
- Total contributions
- $1,574,435
- Total income / additions
- $3,246,076
Expenses & distributions
- Benefits paid
- $798,180
- Administrative expenses
- $76,012
- Total expenses
- $878,458
- Net increase / (decrease)
- $2,367,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $75,996 | $0 | 2023 |
| Kathmere Capital Management, LLC | INVESTMENT ADVISORY | $0 | $26,638 | 2023 |
| Atlantic Pension Services Inc | OTHER SERVICES | $0 | $7,316 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J. F. Sobieski Mechanical Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Newark, DE
- Principal Life Insurance Company — Schedule C compensation
- Kathmere Capital Management, LLC — Schedule C compensation
- Atlantic Pension Services Inc — Schedule C compensation