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SOUTHERN MECHANICAL, INC. 401(K) PLAN 401k Plan overview

Plan NameSOUTHERN MECHANICAL, INC. 401(K) PLAN
Plan identification number 001

SOUTHERN MECHANICAL, INC. 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN MEP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN MEP, INC.
Employer identification number (EIN):570982932
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN MECHANICAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01DEBORAH RODGERS2021-10-11 DEBORAH RODGERS2021-10-11
0012019-01-01DEBORAH RODGERS2020-09-09 DEBORAH RODGERS2020-09-09
0012018-01-01DEBORAH RODGERS2019-07-31 DEBORAH RODGERS2019-07-31
0012017-01-01DEBORAH RODGERS2018-06-19 DEBORAH RODGERS2018-06-19
0012016-01-01DEBORAH RODGERS2017-10-10 DEBORAH RODGERS2017-10-10
0012015-01-01PHILIP WALPOLE2016-06-29 PHILIP WALPOLE2016-06-29
0012014-01-01WOOD, KARAN2015-10-13 WOOD, KARAN2015-10-13
0012013-01-01LYNN WOOD2014-07-30 LYNN WOOD2014-07-30
0012012-01-01LYNN WOOD2013-10-10 LYNN WOOD2013-10-10
0012011-01-01LYNN WOOD2013-07-22 LYNN WOOD2013-07-22
0012010-01-01LYNN WOOD2011-10-14 LYNN WOOD2011-10-14

Financial Data on SOUTHERN MECHANICAL, INC. 401(K) PLAN

Measure Date Value
2025 : SOUTHERN MECHANICAL, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-02305
Total liabilities as of the beginning of the plan year2025-10-02345
Total expenses incurred by plan in this plan year2025-10-02148470
Net assets as of the end of the plan year2025-10-023313710
Total assets as of the beginning of the plan year2025-10-022704721
Value of plan covered by a fidelity bond2025-10-02500000
Participant contributions to plan in this plan year2025-10-02193031
Value of participant loans at end of plan year2025-10-02141905
Other expenses paid from plan in this plan year2025-10-020
Other income to plan in this plan year2025-10-02422414
Plan net income in this plan year2025-10-02609029
Net assets as of the end of the plan year2025-10-023313405
Net assets as of the beginning of the plan year2025-10-022704376
Employer contributions to plan in this plan year2025-10-02142054
Fees paid to broker by Benefit Provider2025-10-021911
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-020
Total liabilities as of the end of the plan year2025-05-01305
Total liabilities as of the beginning of the plan year2025-05-01345
Total expenses incurred by plan in this plan year2025-05-01148470
Net assets as of the end of the plan year2025-05-013313709
Total assets as of the beginning of the plan year2025-05-012704721
Value of plan covered by a fidelity bond2025-05-01100000
Participant contributions to plan in this plan year2025-05-01192553
Value of participant loans at end of plan year2025-05-01141605
Other expenses paid from plan in this plan year2025-05-010
Other income to plan in this plan year2025-05-01422414
Plan net income in this plan year2025-05-01609028
Net assets as of the end of the plan year2025-05-013313404
Net assets as of the beginning of the plan year2025-05-012704376
Employer contributions to plan in this plan year2025-05-01142531
Fees paid to broker by Benefit Provider2025-05-011911
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-010
2022 : SOUTHERN MECHANICAL, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-170
Total liabilities as of the end of the plan year2022-10-17305
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-17111199
Net assets as of the end of the plan year2022-10-172968102
Total assets as of the beginning of the plan year2022-10-172478172
Value of plan covered by a fidelity bond2022-10-17100000
Participant contributions to plan in this plan year2022-10-17157862
Value of participant loans at end of plan year2022-10-17121893
Other expenses paid from plan in this plan year2022-10-170
Other contributions to plan in this plan year2022-10-1735597
Other income to plan in this plan year2022-10-17296309
Plan net income in this plan year2022-10-17489625
Net assets as of the end of the plan year2022-10-172967797
Net assets as of the beginning of the plan year2022-10-172478172
Value of contributions failed to transmitted timely2022-10-170
Employer contributions to plan in this plan year2022-10-17111056
Fees paid to broker by Benefit Provider2022-10-170
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-170

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