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| Plan Name | CMI 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CUSTOM MECHANICAL INCORPORATED |
| Employer identification number (EIN): | 650343966 |
| 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 |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MICHELLE POLLAK | 2024-10-14 | MICHELLE POLLAK | 2024-10-14 |
| 001 | 2022-01-01 | MICHELLE POLLAK | 2023-04-27 | ||
| 001 | 2021-01-01 | MICHELLE POLLAK | 2022-09-21 | ||
| 001 | 2020-01-01 | ||||
| 001 | 2020-01-01 | MICHELLE POLLAK | 2022-04-04 | ||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024: CMI 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-14 | 113 |
| Total number of particpants at end of year | 2024-10-14 | 123 |
| Number of Participants With Account Balances | 2024-10-14 | 64 |
| Measure | Date | Value |
|---|---|---|
| 2024 : CMI 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-14 | 315355 |
| Net assets as of the end of the plan year | 2024-10-14 | 1841827 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 1528187 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 250000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 228013 |
| Value of participant loans at end of plan year | 2024-10-14 | 31769 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 18363 |
| Other contributions to plan in this plan year | 2024-10-14 | 2636 |
| Other income to plan in this plan year | 2024-10-14 | 258920 |
| Plan net income in this plan year | 2024-10-14 | 313640 |
| Net assets as of the end of the plan year | 2024-10-14 | 1841827 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 1528187 |
| Employer contributions to plan in this plan year | 2024-10-14 | 139426 |
| Fees paid to broker by Benefit Provider | 2024-10-14 | 19909 |
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