How big is P&M Mechanical, Inc.'s plan?

P&M Mechanical, Inc.'s plan reported $2.4M in assets and 105 participants for 2023.

Original filing (PDF)20241031115556NAL0001116739001

P&M Mechanical, Inc.

Name: P&M Mechanical, Inc. — P&M Mechanical 401(k) Profit, Form 5500 (2023)
Creator: P&M Mechanical, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

P&M Mechanical 401(k) Profit Sharing Plan

401(k) retirement plan · P&M Mechanical, Inc.'s P&M Mechanical 401(k) Profit Sharing Plan held $2.4M in plan assets for 105 participants in 2023.

Active participants

105

Accounts w/ balance

112

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Terry Wideman signed P&M Mechanical, Inc.'s 2023 Form 5500 as plan administrator.

Terry Wideman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

P&M Mechanical, Inc.'s EIN is 63-1041289.

EIN 63-1041289

Plan number 003

Plan year 2023

ACK ID 20241031115556NAL0001116739001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for P&M Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off