Plan5500

Mechanical Equipment Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mechanical Equipment Company, 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, Mechanical Equipment Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mechanical Equipment Company, Inc. under EIN 72-0397859 and plan number 002. The latest loaded filing year is 2023. The filing reports 269 participants and $19,517,068 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mechanical Equipment Company, Inc.
EIN
72-0397859
Plan number
002
Plan type
2
Location
Mandeville, LA
Latest filing year
2023
Participants
269
End-of-year plan assets
$19,517,068

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20241014144620NAL0046419792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,517,068
Total liabilities (EOY)
$0
Net assets (EOY)
$19,517,068
Net assets (BOY)
$17,468,535

Income & contributions

Employer contributions
$401,972
Participant contributions
$1,165,613
Total contributions
$1,576,460
Total income / additions
$4,560,834

Expenses & distributions

Benefits paid
$2,491,039
Administrative expenses
$21,262
Total expenses
$2,512,301
Net increase / (decrease)
$2,048,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$21,262$02023

Related Form 5500 pages