How big is Southern Mechanical, Inc.'s plan?

Southern Mechanical, Inc.'s plan reported $8.4M in assets and 41 participants for 2024.

Original filing (PDF)20250825144243NAL0007749985001

Southern Mechanical, Inc.

Name: Southern Mechanical, Inc. — Southern Mechanical, Form 5500 (2024)
Creator: Southern Mechanical, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Mechanical, Inc. 401(k) Salary Reduction Plan and Trust

401(k) retirement plan · Southern Mechanical, Inc.'s Southern Mechanical, Inc. 401(k) Salary Reduction Plan and Trust held $8.4M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan identifiers

Southern Mechanical, Inc.'s EIN is 52-0711041.

EIN 52-0711041

Plan number 001

Plan year 2024

ACK ID 20250825144243NAL0007749985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Mechanical, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN MECHANICAL, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score