H & R Mechanical Contractors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (H & R 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, H & R Mechanical Contractors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by H & R Mechanical Contractors, Inc. under EIN 61-1225707 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $2,572,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H & R Mechanical Contractors, Inc.
- EIN
- 61-1225707
- Plan number
- 001
- Plan type
- 2
- Location
- Georgetown, KY
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $2,572,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20241015125611NAL0016436563001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,572,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,572,217
- Net assets (BOY)
- $2,210,860
Income & contributions
- Employer contributions
- $26,720
- Participant contributions
- $48,699
- Total income / additions
- $371,515
Expenses & distributions
- Benefits paid
- $10,008
- Administrative expenses
- $150
- Total expenses
- $10,158
- Net increase / (decrease)
- $361,357
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.