· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTHERN MECHANICAL, INC. — SOUTHERN MECHANICAL, INC. 401K SALARY REDUCTION PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250825144243NAL0007749985001
SOUTHERN MECHANICAL, INC.
Form 5500-SF
FILING_RECEIVED
SOUTHERN MECHANICAL, INC. 401K SALARY REDUCTION PLAN AND TRUST
401(k) retirement plan
Active participants
41
Accounts w/ balance
56
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHERN MECHANICAL, INC.
.
Find decision makers
Plan sponsor
Name
SOUTHERN MECHANICAL, INC.
EIN
52-0711041
Address
2607 ANNAPOLIS RD · BALTIMORE, MD · 212303512
Phone
(410) 539-0224
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Name
SOUTHERN MECHANICAL, INC.
EIN
52-0711041
City
BALTIMORE, MD
Phone
(410) 539-0224
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 Plumbing, Heating, AC Contractors plans
FRANK FISCHER, INC.
FRANK FISCHER, INC. PROFIT SHARING PLAN
$8.4M · 19 participants
PIPER MECHANICAL, INC.
PIPER MECHANICAL 401(K) RETIREMENT PLAN
$8.4M · 177 participants
KOHLES MECHANICAL INC.
KOHLES MECHANICAL INC PROFIT SHARING PLAN
$8.4M · 8 participants
HOWE, INC.
HOWE, INC. 401(K) PLAN
$8.4M · 187 participants
REFRICENTER OF MIAMI, INC.
REFRICENTER 401 K PLAN
$8.4M · 123 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
B Z PLUMBING COMPANY, INC.
B Z PLUMBING COMPANY, INC. 401(K) PROFIT SHARING PLAN
$8.5M · 51 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
