Plan5500

Alpha Mechanical Pension Plan And Trust — Form 5500 plan (Alpha 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, Alpha Mechanical Pension Plan And Trust is a benefit plan reported by Alpha Mechanical, Inc. under EIN 73-1696499 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $5,471,510 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alpha Mechanical, Inc.
EIN
73-1696499
Plan number
001
Plan type
2
Location
El Cajon, CA
Latest filing year
2023
Participants
148
End-of-year plan assets
$5,471,510

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241014124512NAL0013297283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,471,510
Total liabilities (EOY)
$0
Net assets (EOY)
$5,471,510
Net assets (BOY)
$4,346,028

Income & contributions

Employer contributions
$1,131,958
Participant contributions
$189,765
Total contributions
$1,336,559
Total income / additions
$2,067,203

Expenses & distributions

Benefits paid
$854,703
Administrative expenses
$74,443
Total expenses
$941,721
Net increase / (decrease)
$1,125,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationCONTRACT ADMIN$36,258$02023
Wells Fargo AdvisorsSERVICE PROVIDER$11,796not reported in the loaded dataset2023
Jgd & Associates, LlpSERVICE PROVIDER$11,250not reported in the loaded dataset2023

Related Form 5500 pages