Who sponsors the Ivey Mechanical Company Employee Benefit Plan?

Ivey Mechanical Company Employee Benefit Plan is reported as sponsored by Ivey Mechanical Company, LLC (EIN 81-0584608, plan number 501) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Ivey Mechanical Company Employee Benefit Plan?

The latest Form 5500 filing year loaded for Ivey Mechanical Company Employee Benefit Plan is 2023.

How many participants does Ivey Mechanical Company Employee Benefit Plan report?

Ivey Mechanical Company Employee Benefit Plan reports 642 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Ivey Mechanical Company Employee Benefit Plan?

Ivey Mechanical Company Employee Benefit Plan reports $3,073,839 in end-of-year plan assets in its latest loaded Form 5500 filing.

Ivey Mechanical Company Employee Benefit Plan — Form 5500 plan (Ivey Mechanical Company, LLC)

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, Ivey Mechanical Company Employee Benefit Plan is a benefit plan reported by Ivey Mechanical Company, LLC under EIN 81-0584608 and plan number 501. The latest loaded filing year is 2023. The filing reports 642 participants and $3,073,839 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.1MPlan net assets, end of year$3,073,839

Participants642Covered participants reported

Assets / participant$4.8KComputed: assets ÷ participants$4,788 (computed)

Provider compensation$1.7M1 Schedule C provider row(s)$1,677,304

Plan sponsor: Ivey Mechanical Company, LLC
EIN: 81-0584608
Plan number: 501
Plan type: 2
Location: Kosciusko, MS
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
642 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.1M total assets

Net assets$3.1MLiabilities—

Money in vs. money out

Total income / additions$7.4M

Total expenses$6.5M

Benefits paid / distributions$4.9M

Contributions

Employer$4.9M

Participant$2.2M

Full reported line items

Net assets

Total assets (EOY): $3,073,839
Net assets (EOY): $3,073,839
Net assets (BOY): $2,195,645

Income & contributions

Employer contributions: $4,915,475
Participant contributions: $2,223,554
Total contributions: $7,367,620
Total income / additions: $7,406,274

Expenses & distributions

Benefits paid: $4,850,519
Administrative expenses: $1,677,561
Total expenses: $6,528,080
Net increase / (decrease): $878,194

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

69%31%

Employer 69%Participant 31%

Total expenses ÷ net assets212%Computed ratio

Benefits paid ÷ total income65%Computed ratio

Provider comp. ÷ net assets55%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Blue Cross Blue Shield Of Ms$1.7M
NONE · Direct $1.7M

What to inspect next

Frequently asked questions

Who sponsors the Ivey Mechanical Company Employee Benefit Plan?: Ivey Mechanical Company Employee Benefit Plan is reported as sponsored by Ivey Mechanical Company, LLC (EIN 81-0584608, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ivey Mechanical Company Employee Benefit Plan?: The latest Form 5500 filing year loaded for Ivey Mechanical Company Employee Benefit Plan is 2023.
How many participants does Ivey Mechanical Company Employee Benefit Plan report?: Ivey Mechanical Company Employee Benefit Plan reports 642 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ivey Mechanical Company Employee Benefit Plan?: Ivey Mechanical Company Employee Benefit Plan reports $3,073,839 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.