Original filing (PDF)20251105173554NAL0010971105001

INNOVATIVE MECHANICAL, INC.

Name: INNOVATIVE MECHANICAL, INC. — INNOVATIVE MECHANICAL, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: INNOVATIVE MECHANICAL, INC.

Form 5500-SF

FILING_RECEIVED

INNOVATIVE MECHANICAL, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

INNOVATIVE MECHANICAL, INC.

EIN

94-2945116

Address

1141 OLD COUNTY ROAD · BELMONT, CA · 94002

Phone

(650) 583-8222

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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