Plan5500

University Mechanical Contractors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (University 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, University Mechanical Contractors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by University Mechanical Contractors, Inc. under EIN 91-0653496 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $31,711,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Mechanical Contractors, Inc.
EIN
91-0653496
Plan number
001
Plan type
2
Location
Lynnwood, WA
Latest filing year
2023
Participants
238
End-of-year plan assets
$31,711,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20240815143932NAL0013309057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,711,912
Total liabilities (EOY)
$24,855
Net assets (EOY)
$31,687,057
Net assets (BOY)
$26,633,344

Income & contributions

Employer contributions
$824,881
Participant contributions
$1,881,110
Total contributions
$2,727,461
Total income / additions
$7,400,721

Expenses & distributions

Benefits paid
$2,303,729
Administrative expenses
$30,196
Total expenses
$2,347,008
Net increase / (decrease)
$5,053,713

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwest Plan ServicesTPA$22,677not reported in the loaded dataset2023
Rbc Wealth ManagementINVESTMENT ADVISOR$7,379not reported in the loaded dataset2023

Related Form 5500 pages