Original filing (PDF)20251014154632NAL0001639907001

J & D MECHANICAL, INC.

Name: J & D MECHANICAL, INC. — J & D MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024)
Creator: J & D MECHANICAL, INC.

Form 5500

FILING_RECEIVED

J & D MECHANICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Defined-contribution retirement plan

Signals · 2

100% in single holding100% employer stock

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$4.8M

Net assets (EOY)

-$11.9M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 J & D MECHANICAL, INC..

Plan sponsor

Name

J & D MECHANICAL, INC.

EIN

47-5183949

Address

5021 LUCKETT ROAD · FORT MYERS, FL · 33905

Phone

(239) 288-5834

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-08-03

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $4.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	, J & D Mechanical, Inc.	Common Stocks	—	$3.9M	$4.8M	100.0%

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