Original filing (PDF)20241031115556NAL0001116739001

P&M MECHANICAL, INC.

Name: P&M MECHANICAL, INC. — P&M MECHANICAL 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: P&M MECHANICAL, INC.

Form 5500-SF

FILING_RECEIVED

P&M MECHANICAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

105

Accounts w/ balance

112

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P&M MECHANICAL, INC..

Plan sponsor

Name

P&M MECHANICAL, INC.

EIN

63-1041289

Address

325 CARSON ROAD NORTH · BIRMINGHAM, AL · 35215

Phone

(205) 925-9486

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-10-31

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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