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WESTERN RESERVE MECHANICAL SOCA BENEFIT PLAN 401k Plan overview

Plan NameWESTERN RESERVE MECHANICAL SOCA BENEFIT PLAN
Plan identification number 501

WESTERN RESERVE MECHANICAL SOCA BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

WESTERN RESERVE MECHANICAL has sponsored the creation of one or more 401k plans.

Company Name:WESTERN RESERVE MECHANICAL
Employer identification number (EIN):341592648
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN RESERVE MECHANICAL SOCA BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-05-01MATT APPENZELLER2024-11-29
5012022-05-01MATT APPENZELLER2023-11-28
5012021-05-01MATT APPENZELLER2022-11-29
5012020-05-01MATT APPENZELLER2021-11-23
5012020-01-01MATT APPENZELLER2020-11-06

Financial Data on WESTERN RESERVE MECHANICAL SOCA BENEFIT PLAN

Measure Date Value
2024 : WESTERN RESERVE MECHANICAL SOCA BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-2916858
Total liabilities as of the beginning of the plan year2024-11-2917954
Total expenses incurred by plan in this plan year2024-11-29139257
Net assets as of the end of the plan year2024-11-2924706
Total assets as of the beginning of the plan year2024-11-2923900
Value of plan covered by a fidelity bond2024-11-291000000
Participant contributions to plan in this plan year2024-11-290
Other expenses paid from plan in this plan year2024-11-290
Other contributions to plan in this plan year2024-11-290
Other income to plan in this plan year2024-11-292007
Plan net income in this plan year2024-11-291902
Net assets as of the end of the plan year2024-11-297848
Net assets as of the beginning of the plan year2024-11-295946
Employer contributions to plan in this plan year2024-11-29139152
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-299065

Potentially related plans

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