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FLORIDA MECHANICAL SYSTEMS INC ESOP 401k Plan overview

Plan NameFLORIDA MECHANICAL SYSTEMS INC ESOP
Plan identification number 002

FLORIDA MECHANICAL SYSTEMS INC ESOP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

FLORIDA MECHANICAL SYSTEMS INC has sponsored the creation of one or more 401k plans.

Company Name:FLORIDA MECHANICAL SYSTEMS INC
Employer identification number (EIN):591212797
NAIC Classification:532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIDA MECHANICAL SYSTEMS INC ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01MIKE WHITEMAN2020-07-28
0022018-01-01MIKE WHITEMAN2019-07-18
0022017-01-01MIKE WHITEMAN
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01MICHAEL G. WHITEMAN MICHAEL G. WHITEMAN2013-08-07
0022011-01-01MICHAEL G. WHITEMAN MICHAEL G. WHITEMAN2012-08-22
0022009-01-01ROGER W. PAINTER ROGER W. PAINTER2010-07-14

Plan Statistics for FLORIDA MECHANICAL SYSTEMS INC ESOP

401k plan membership statisitcs for FLORIDA MECHANICAL SYSTEMS INC ESOP

Measure Date Value
2022: FLORIDA MECHANICAL SYSTEMS INC ESOP 2022 401k membership
Total participants, beginning-of-year2022-01-0133
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0130
Number of participants with account balances2022-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: FLORIDA MECHANICAL SYSTEMS INC ESOP 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-0130
Number of participants with account balances2021-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: FLORIDA MECHANICAL SYSTEMS INC ESOP 2020 401k membership
Total participants, beginning-of-year2020-01-0135
Total number of active participants reported on line 7a of the Form 55002020-01-0118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0127
Number of participants with account balances2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: FLORIDA MECHANICAL SYSTEMS INC ESOP 2019 401k membership
Total participants, beginning-of-year2019-01-0134
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0133
Number of participants with account balances2019-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: FLORIDA MECHANICAL SYSTEMS INC ESOP 2018 401k membership
Total participants, beginning-of-year2018-01-0135
Total number of active participants reported on line 7a of the Form 55002018-01-0125
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0133
Number of participants with account balances2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: FLORIDA MECHANICAL SYSTEMS INC ESOP 2017 401k membership
Total participants, beginning-of-year2017-01-0133
Total number of active participants reported on line 7a of the Form 55002017-01-0128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0133
Number of participants with account balances2017-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FLORIDA MECHANICAL SYSTEMS INC ESOP 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0128
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FLORIDA MECHANICAL SYSTEMS INC ESOP 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0123
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0128
Total participants2015-01-0128
Number of participants with account balances2015-01-0128
2014: FLORIDA MECHANICAL SYSTEMS INC ESOP 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0130
Number of participants with account balances2014-01-0130
2013: FLORIDA MECHANICAL SYSTEMS INC ESOP 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0128
Number of participants with account balances2013-01-0128
2012: FLORIDA MECHANICAL SYSTEMS INC ESOP 2012 401k membership
Total participants, beginning-of-year2012-01-0133
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0130
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FLORIDA MECHANICAL SYSTEMS INC ESOP 2011 401k membership
Total participants, beginning-of-year2011-01-0134
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0133
Number of participants with account balances2011-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FLORIDA MECHANICAL SYSTEMS INC ESOP 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0135
Total participants2009-01-0135
Number of participants with account balances2009-01-0135

Financial Data on FLORIDA MECHANICAL SYSTEMS INC ESOP

Measure Date Value
2022 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$755
Total income from all sources2022-12-31$1,685,803
Expenses. Total of all expenses incurred2022-12-31$871,757
Benefits paid (including direct rollovers)2022-12-31$868,178
Total plan assets at end of year2022-12-31$6,624,480
Total plan assets at beginning of year2022-12-31$5,811,189
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$3,579
Other income received2022-12-31$1,235,803
Net income (gross income less expenses)2022-12-31$814,046
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,624,480
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,810,434
Assets. Value of employer securities2022-12-31$5,395,212
Total contributions received or receivable from employer(s)2022-12-31$450,000
2021 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2021 401k financial data
Total plan liabilities at end of year2021-12-31$755
Total plan liabilities at beginning of year2021-12-31$915,088
Total income from all sources2021-12-31$1,300,450
Expenses. Total of all expenses incurred2021-12-31$2,187,872
Benefits paid (including direct rollovers)2021-12-31$2,172,485
Total plan assets at end of year2021-12-31$5,811,189
Total plan assets at beginning of year2021-12-31$7,612,944
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$15,387
Other income received2021-12-31$1,000,450
Net income (gross income less expenses)2021-12-31$-887,422
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,810,434
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,697,856
Assets. Value of employer securities2021-12-31$4,921,130
Total contributions received or receivable from employer(s)2021-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$1,801,016
2020 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2020 401k financial data
Total plan liabilities at end of year2020-12-31$915,088
Total income from all sources2020-12-31$1,220,062
Expenses. Total of all expenses incurred2020-12-31$1,837,943
Benefits paid (including direct rollovers)2020-12-31$1,837,943
Total plan assets at end of year2020-12-31$7,612,944
Total plan assets at beginning of year2020-12-31$7,315,737
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$910,062
Net income (gross income less expenses)2020-12-31$-617,881
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,697,856
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,315,737
Assets. Value of employer securities2020-12-31$6,072,481
Total contributions received or receivable from employer(s)2020-12-31$310,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2019 401k financial data
Total income from all sources2019-12-31$1,267,275
Expenses. Total of all expenses incurred2019-12-31$447,784
Benefits paid (including direct rollovers)2019-12-31$447,784
Total plan assets at end of year2019-12-31$7,315,737
Total plan assets at beginning of year2019-12-31$6,496,246
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$877,275
Net income (gross income less expenses)2019-12-31$819,491
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,315,737
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,496,246
Assets. Value of employer securities2019-12-31$5,601,542
Total contributions received or receivable from employer(s)2019-12-31$390,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2018 401k financial data
Total income from all sources2018-12-31$764,180
Expenses. Total of all expenses incurred2018-12-31$625,617
Benefits paid (including direct rollovers)2018-12-31$625,617
Total plan assets at end of year2018-12-31$6,496,246
Total plan assets at beginning of year2018-12-31$6,357,683
Value of fidelity bond covering the plan2018-12-31$1,000,000
Other income received2018-12-31$358,180
Net income (gross income less expenses)2018-12-31$138,563
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,496,246
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,357,683
Assets. Value of employer securities2018-12-31$5,013,155
Total contributions received or receivable from employer(s)2018-12-31$406,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2017 401k financial data
Total income from all sources2017-12-31$1,246,671
Expenses. Total of all expenses incurred2017-12-31$383,375
Benefits paid (including direct rollovers)2017-12-31$383,375
Total plan assets at end of year2017-12-31$6,357,683
Total plan assets at beginning of year2017-12-31$5,494,387
Value of fidelity bond covering the plan2017-12-31$1,000,000
Other income received2017-12-31$799,671
Net income (gross income less expenses)2017-12-31$863,296
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,357,683
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,494,387
Assets. Value of employer securities2017-12-31$4,767,541
Total contributions received or receivable from employer(s)2017-12-31$447,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2016 401k financial data
Total income from all sources2016-12-31$1,053,636
Expenses. Total of all expenses incurred2016-12-31$278,373
Benefits paid (including direct rollovers)2016-12-31$272,430
Total plan assets at end of year2016-12-31$5,494,387
Total plan assets at beginning of year2016-12-31$4,719,124
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$5,943
Other income received2016-12-31$689,636
Net income (gross income less expenses)2016-12-31$775,263
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,494,387
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,719,124
Assets. Value of employer securities2016-12-31$4,200,014
Total contributions received or receivable from employer(s)2016-12-31$364,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2015 401k financial data
Total income from all sources2015-12-31$719,104
Expenses. Total of all expenses incurred2015-12-31$1,132,131
Benefits paid (including direct rollovers)2015-12-31$1,132,131
Total plan assets at end of year2015-12-31$4,719,124
Total plan assets at beginning of year2015-12-31$5,132,151
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$357,104
Net income (gross income less expenses)2015-12-31$-413,027
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,719,124
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,132,151
Assets. Value of employer securities2015-12-31$3,643,204
Total contributions received or receivable from employer(s)2015-12-31$362,000
2014 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2014 401k financial data
Total income from all sources2014-12-31$634,035
Expenses. Total of all expenses incurred2014-12-31$57,543
Benefits paid (including direct rollovers)2014-12-31$57,543
Total plan assets at end of year2014-12-31$5,132,151
Total plan assets at beginning of year2014-12-31$4,555,659
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$373,035
Net income (gross income less expenses)2014-12-31$576,492
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,132,151
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,555,659
Assets. Value of employer securities2014-12-31$3,401,305
Total contributions received or receivable from employer(s)2014-12-31$261,000
2013 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2013 401k financial data
Total income from all sources2013-12-31$511,707
Expenses. Total of all expenses incurred2013-12-31$436,076
Benefits paid (including direct rollovers)2013-12-31$436,076
Total plan assets at end of year2013-12-31$4,555,659
Total plan assets at beginning of year2013-12-31$4,480,028
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$278,707
Net income (gross income less expenses)2013-12-31$75,631
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,555,659
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,480,028
Assets. Value of employer securities2013-12-31$3,134,116
Total contributions received or receivable from employer(s)2013-12-31$233,000
2012 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2012 401k financial data
Total income from all sources2012-12-31$752,749
Expenses. Total of all expenses incurred2012-12-31$772,418
Benefits paid (including direct rollovers)2012-12-31$772,418
Total plan assets at end of year2012-12-31$4,480,028
Total plan assets at beginning of year2012-12-31$4,499,697
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$511,749
Net income (gross income less expenses)2012-12-31$-19,669
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,480,028
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,499,697
Assets. Value of employer securities2012-12-31$3,008,951
Total contributions received or receivable from employer(s)2012-12-31$241,000
2011 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2011 401k financial data
Total income from all sources2011-12-31$400,419
Expenses. Total of all expenses incurred2011-12-31$175,002
Benefits paid (including direct rollovers)2011-12-31$175,002
Total plan assets at end of year2011-12-31$4,499,697
Total plan assets at beginning of year2011-12-31$4,274,280
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$130,419
Net income (gross income less expenses)2011-12-31$225,417
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,499,697
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,274,280
Assets. Value of employer securities2011-12-31$2,707,042
Total contributions received or receivable from employer(s)2011-12-31$270,000
2010 : FLORIDA MECHANICAL SYSTEMS INC ESOP 2010 401k financial data
Total income from all sources2010-12-31$809,965
Expenses. Total of all expenses incurred2010-12-31$630,887
Benefits paid (including direct rollovers)2010-12-31$630,887
Total plan assets at end of year2010-12-31$4,274,280
Total plan assets at beginning of year2010-12-31$4,095,202
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$529,965
Net income (gross income less expenses)2010-12-31$179,078
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,274,280
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,095,202
Assets. Value of employer securities2010-12-31$2,646,603
Total contributions received or receivable from employer(s)2010-12-31$280,000

Form 5500 Responses for FLORIDA MECHANICAL SYSTEMS INC ESOP

2022: FLORIDA MECHANICAL SYSTEMS INC ESOP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FLORIDA MECHANICAL SYSTEMS INC ESOP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FLORIDA MECHANICAL SYSTEMS INC ESOP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FLORIDA MECHANICAL SYSTEMS INC ESOP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FLORIDA MECHANICAL SYSTEMS INC ESOP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FLORIDA MECHANICAL SYSTEMS INC ESOP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FLORIDA MECHANICAL SYSTEMS INC ESOP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FLORIDA MECHANICAL SYSTEMS INC ESOP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FLORIDA MECHANICAL SYSTEMS INC ESOP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FLORIDA MECHANICAL SYSTEMS INC ESOP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FLORIDA MECHANICAL SYSTEMS INC ESOP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FLORIDA MECHANICAL SYSTEMS INC ESOP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FLORIDA MECHANICAL SYSTEMS INC ESOP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number42104
Policy instance 1
Insurance contract or identification number42104
Number of Individuals Covered28
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $467
Total amount of fees paid to insurance companyUSD $106
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $439
Amount paid for insurance broker fees102
Additional information about fees paid to insurance brokerFEES AND OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIAM S KOCH
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number42104
Policy instance 1
Insurance contract or identification number42104
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,369
Total amount of fees paid to insurance companyUSD $554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,369
Amount paid for insurance broker fees554
Additional information about fees paid to insurance brokerN/A 3
Insurance broker nameJOHN W. GEER
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number42104
Policy instance 1
Insurance contract or identification number42104
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,795
Total amount of fees paid to insurance companyUSD $1,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number42104
Policy instance 1
Insurance contract or identification number42104
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,737
Total amount of fees paid to insurance companyUSD $979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,737
Amount paid for insurance broker fees979
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
Insurance broker nameJOHN W. GEER

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