How big is S & B Mechanical Inc.'s plan?

S & B Mechanical Inc.'s plan reported $263K in assets and 11 participants for 2023.

Original filing (PDF)20240606110459NAL0045407394001

S & B Mechanical Inc.

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

Form 5500-SF

FILING_RECEIVED

S & B Mechanical 401(k) Plan

401(k) retirement plan · S & B Mechanical Inc.'s S & B Mechanical 401(k) Plan held $263K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$263K

Net assets (EOY)

$263K

People on this filing

Dan Cosgrove signed S & B Mechanical Inc.'s 2023 Form 5500 as plan administrator.

Dan Cosgrove — 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

S & B Mechanical Inc.'s EIN is 82-3147868.

EIN 82-3147868

Plan number 001

Plan year 2023

ACK ID 20240606110459NAL0045407394001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

S & B 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 S & B MECHANICAL INC.

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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

Knocking points off