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D & W MECHANICAL 401(K) PLAN 401k Plan overview

Plan NameD & W MECHANICAL 401(K) PLAN
Plan identification number 001

D & W MECHANICAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

GREAT LAKES MECHANICAL SYSTEMS, INC. DBA D & W MECHANICAL has sponsored the creation of one or more 401k plans.

Company Name:GREAT LAKES MECHANICAL SYSTEMS, INC. DBA D & W MECHANICAL
Employer identification number (EIN):382765947
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D & W MECHANICAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01TERRENCE DUDLEY2019-06-26
0012017-01-01TERRENCE DUDLEY2018-04-18
0012016-01-01TERRENCE DUDLEY2017-05-22
0012015-01-01TERRENCE DUDLEY2016-04-05
0012013-01-01TERRENCE DUDLEY2014-07-30
0012012-01-01TERRENCE DUDLEY2013-03-14
0012011-01-01TERRENCE DUDLEY2012-03-16
0012010-01-01TERRENCE DUDLEY

Plan Statistics for D & W MECHANICAL 401(K) PLAN

401k plan membership statisitcs for D & W MECHANICAL 401(K) PLAN

Measure Date Value
2025: D & W MECHANICAL 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-22117
Total number of particpants at end of year2025-07-22117
Number of Participants With Account Balances2025-07-22117
2024: D & W MECHANICAL 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-29106
Total number of particpants at end of year2024-08-29117
Number of Participants With Account Balances2024-08-29117
2010: D & W MECHANICAL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0150
Total number of active participants reported on line 7a of the Form 55002010-01-0148
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0149
Number of participants with account balances2010-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on D & W MECHANICAL 401(K) PLAN

Measure Date Value
2025 : D & W MECHANICAL 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-221148968
Net assets as of the end of the plan year2025-07-227792138
Total assets as of the beginning of the plan year2025-07-227411670
Value of plan covered by a fidelity bond2025-07-22500000
Participant contributions to plan in this plan year2025-07-22551819
Value of participant loans at end of plan year2025-07-2214420
Other income to plan in this plan year2025-07-22670704
Plan net income in this plan year2025-07-22380468
Net assets as of the end of the plan year2025-07-227792138
Net assets as of the beginning of the plan year2025-07-227411670
Employer contributions to plan in this plan year2025-07-22306913
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2234333
2024 : D & W MECHANICAL 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-29310103
Net assets as of the end of the plan year2024-08-297411670
Total assets as of the beginning of the plan year2024-08-296167401
Value of plan covered by a fidelity bond2024-08-29500000
Participant contributions to plan in this plan year2024-08-29488744
Value of participant loans at end of plan year2024-08-2928437
Other income to plan in this plan year2024-08-29745811
Plan net income in this plan year2024-08-291244269
Net assets as of the end of the plan year2024-08-297411670
Net assets as of the beginning of the plan year2024-08-296167401
Employer contributions to plan in this plan year2024-08-29319817
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2927942
2010 : D & W MECHANICAL 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$333,548
Expenses. Total of all expenses incurred2010-12-31$227,251
Benefits paid (including direct rollovers)2010-12-31$227,251
Total plan assets at end of year2010-12-31$1,502,819
Total plan assets at beginning of year2010-12-31$1,396,522
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$178,187
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$121,593
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$106,297
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,502,819
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,396,522
Assets. Value of participant loans2010-12-31$20,071
Total contributions received or receivable from employer(s)2010-12-31$33,768
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for D & W MECHANICAL 401(K) PLAN

2010: D & W MECHANICAL 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95144
Policy instance 1

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