Original filing (PDF)20231009175339NAL0027136993001

LIAS MECHANICAL INC.

Name: LIAS MECHANICAL INC. — LIAS MECHANICAL INC. PROFIT SHARING PLAN AND TRUST 2, Form 5500 (2022)
Creator: LIAS MECHANICAL INC.

Form 5500-SF

FILING_RECEIVED

LIAS MECHANICAL INC. PROFIT SHARING PLAN AND TRUST 2

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIAS MECHANICAL INC..

Plan sponsor

Name

LIAS MECHANICAL INC.

EIN

41-2042228

Address

3245 STONEGATE DRIVE · ALAMO, CA · 94507

Phone

(510) 733-5585

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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