· 2022–2024 · DOL EFAST2

WJ BACHMAN MECHANICAL SHEET ME — WJ BACHMAN MECHANICAL SHEET ME 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250727103013NAL0001027408001

WJ BACHMAN MECHANICAL SHEET ME

Form 5500-SF

FILING_RECEIVED

WJ BACHMAN MECHANICAL SHEET ME 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

40

Accounts w/ balance

42

Plan assets (EOY)

$556K

Net assets (EOY)

$556K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WJ BACHMAN MECHANICAL SHEET ME.

Plan sponsor

Name

WJ BACHMAN MECHANICAL SHEET ME

EIN

02-0731945all filings

Address

1844 TAPPAN BLVD · TAMPA, FL · 336193019

Phone

(239) 243-1068

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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