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VALLEY MECHANICAL CORPORATION — VALLEY MECHANICAL CORPORATION 401(K) PROFIT SHARING PLAN AND T, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240726113318NAL0024304272001
VALLEY MECHANICAL CORPORATION
Form 5500-SF
FILING_RECEIVED
VALLEY MECHANICAL CORPORATION 401(K) PROFIT SHARING PLAN AND T
401(k) retirement plan
Active participants
8
Accounts w/ balance
30
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
VALLEY MECHANICAL CORPORATION
.
Find decision makers
Plan sponsor
Name
VALLEY MECHANICAL CORPORATION
EIN
77-0444807
Address
636 NEWHALL ST · SAN JOSE, CA · 95110
Phone
(408) 288-5675
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-26
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
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JACK EDMONDSON, INC.
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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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.8M · 8 participants
MEDIA PLUMBING & HEATING, INC.
KINETIX 401(K) PLAN
$3.8M · 89 participants
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$88.3B
