Original filing (PDF)20250715110409NAL0001544019001

LIBERTY MECHANICAL INC

Name: LIBERTY MECHANICAL INC — LIBERTY MECHANICAL INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LIBERTY MECHANICAL INC

Form 5500-SF

FILING_RECEIVED

LIBERTY MECHANICAL INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 LIBERTY MECHANICAL INC.

Plan sponsor

Name

LIBERTY MECHANICAL INC

EIN

45-3069816

Address

1827 HOBBS DR · DELAVAN, WI · 531152028

Phone

(262) 295-8630

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

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

Related plans

Similar-size All Other Professional Services plans

BELL & RHODES CPA PC

BELL & RHODES CPA PC 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 8 participants

ADVANTAGE UTILITIES LLC

ADVANTAGE UTILITIES LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.0M · 49 participants

FACTOR 110, LLC

FACTOR 110, LLC 401(K) P/S PLAN

$1.0M · 27 participants

FUTURE MANAGEMENT SYSTEMS, INC.

FMS 401(K) PLAN

$1.0M · 2 participants

M. GENDRON & SON CONSTRUCTION LLC

M. GENDRON & SON CONSTRUCTION LLC 401(K) PLAN