Original filing (PDF)20251024140211NAL0004804304001

SAN DIEGO MECHANICAL AND ENERGY INC DBA SAN DIEGO MECHANICAL ENERGY

Name: SAN DIEGO MECHANICAL AND ENERGY INC DBA SAN DIEGO MECHANICAL ENERGY — SAN DIEGO MECHANICAL ENERGY 401(K), Form 5500 (2024)
Creator: SAN DIEGO MECHANICAL AND ENERGY INC DBA SAN DIEGO MECHANICAL ENERGY

Form 5500-SF

FILING_RECEIVED

SAN DIEGO MECHANICAL ENERGY 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 SAN DIEGO MECHANICAL AND ENERGY INC DBA SAN DIEGO MECHANICAL ENERGY.

Plan sponsor

Name

SAN DIEGO MECHANICAL AND ENERGY INC DBA SAN DIEGO MECHANICAL ENERGY

EIN

47-1038872

Address

7568 TRADE ST · SAN DIEGO, CA · 921212412

Phone

(858) 566-8200

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-10-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

FLOW TECH PLUMBING & HEATING, INC.

FLOW TECH 401(K) PLAN

$1.5M · 67 participants

MY TECH TEXAS

MY TECH TEXAS 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 47 participants

PETRI PLUMBING & HEATING INC.

PETRI PLUMBING & HEATING INC. PROFIT SHARING PLAN

$1.5M · 13 participants

HODGE ENTERPRISES, INC.

HODGE ENTERPRISES, INC. 401(K) PLAN

$1.5M · 15 participants

ALWAYS READY REPAIR, INC.

ALWAYS READY REPAIR, INC. 401(K) PLAN