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S & M MECHANICAL CORP 401k Plan overview

Plan NameS & M MECHANICAL CORP
Plan identification number 001

S & M MECHANICAL CORP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

S & M MECHANICAL CORP has sponsored the creation of one or more 401k plans.

Company Name:S & M MECHANICAL CORP
Employer identification number (EIN):112854394
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & M MECHANICAL CORP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JUSTIN MOORE2024-10-15
0012022-01-01JUSTIN MOORE2023-10-29
0012021-01-01JUSTIN MOORE2022-07-16

Financial Data on S & M MECHANICAL CORP

Measure Date Value
2024 : S & M MECHANICAL CORP 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-158710
Net assets as of the end of the plan year2024-10-15103477
Total assets as of the beginning of the plan year2024-10-1569271
Value of plan covered by a fidelity bond2024-10-157000
Participant contributions to plan in this plan year2024-10-1516937
Other income to plan in this plan year2024-10-1515526
Plan net income in this plan year2024-10-1534206
Net assets as of the end of the plan year2024-10-15103477
Net assets as of the beginning of the plan year2024-10-1569271
Employer contributions to plan in this plan year2024-10-1510453
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15416
2022 : S & M MECHANICAL CORP 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-16132
Net assets as of the end of the plan year2022-07-1649290
Value of plan covered by a fidelity bond2022-07-161000
Participant contributions to plan in this plan year2022-07-1610101
Other contributions to plan in this plan year2022-07-1628952
Other income to plan in this plan year2022-07-163635
Plan net income in this plan year2022-07-1649290
Net assets as of the end of the plan year2022-07-1649290
Net assets as of the beginning of the plan year2022-07-160
Employer contributions to plan in this plan year2022-07-166734
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-16132

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