| Plan Name | WESTERN RESERVE MECHANICAL SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | WESTERN RESERVE MECHANICAL |
| Employer identification number (EIN): | 341592648 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-05-01 | MATT APPENZELLER | 2024-11-29 | ||
| 501 | 2022-05-01 | MATT APPENZELLER | 2023-11-28 | ||
| 501 | 2021-05-01 | MATT APPENZELLER | 2022-11-29 | ||
| 501 | 2020-05-01 | MATT APPENZELLER | 2021-11-23 | ||
| 501 | 2020-01-01 | MATT APPENZELLER | 2020-11-06 |
| Measure | Date | Value |
|---|---|---|
| 2024 : WESTERN RESERVE MECHANICAL SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 16858 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 17954 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 139257 |
| Net assets as of the end of the plan year | 2024-11-29 | 24706 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 23900 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 0 |
| Other expenses paid from plan in this plan year | 2024-11-29 | 0 |
| Other contributions to plan in this plan year | 2024-11-29 | 0 |
| Other income to plan in this plan year | 2024-11-29 | 2007 |
| Plan net income in this plan year | 2024-11-29 | 1902 |
| Net assets as of the end of the plan year | 2024-11-29 | 7848 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 5946 |
| Employer contributions to plan in this plan year | 2024-11-29 | 139152 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 9065 |