Plan Name | UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UNITED MECHANICAL INC. |
Employer identification number (EIN): | 730996242 |
NAIC Classification: | 238220 |
NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Additional information about UNITED MECHANICAL INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1995-01-26 |
Company Identification Number: | 1888751 |
Legal Registered Office Address: |
PO BOX 409 Suffolk BELLMORE United States of America (USA) 11710 |
More information about UNITED MECHANICAL INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | ||||
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ROD RUTHERFORD | 2021-03-30 | ||
002 | 2019-01-01 | ROD RUTHERFORD | 2020-03-30 | ||
002 | 2018-01-01 | ROD RUTHERFORD | 2019-03-01 | ||
002 | 2017-01-01 | ROD RUTHERFORD | 2018-06-12 | ||
002 | 2016-01-01 | ROD RUTHERFORD | 2017-07-11 | ROD RUTHERFORD | 2017-07-11 |
002 | 2015-01-01 | ROD RUTHERFORD | 2016-07-13 | ROD RUTHERFORD | 2016-07-13 |
002 | 2014-01-01 | ROD RUTHERFORD | 2015-09-30 | ||
002 | 2014-01-01 | ROD RUTHERFORD | 2015-09-16 | ||
002 | 2013-01-01 | ROD RUTHERFORD | |||
002 | 2012-01-01 | ALAN SIMPSON | |||
002 | 2011-01-01 | ALAN SIMPSON | |||
002 | 2009-01-01 | ||||
002 | 2009-01-01 | ALAN SIMPSON | |||
002 | 2009-01-01 | CHERYL GUBITOSI |
Measure | Date | Value |
---|---|---|
2023: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 8 |
Total of all active and inactive participants | 2023-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 68 |
Number of participants with account balances | 2023-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 52 |
Number of participants with account balances | 2022-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 45 |
Number of participants with account balances | 2021-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2013: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 87 |
Number of participants with account balances | 2013-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 20 |
Total of all active and inactive participants | 2012-01-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 93 |
Number of participants with account balances | 2012-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 22 |
Total of all active and inactive participants | 2011-01-01 | 82 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 82 |
Number of participants with account balances | 2011-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 15 |
Total of all active and inactive participants | 2009-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 74 |
Number of participants with account balances | 2009-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2023 401k financial data | ||
Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $3,171,627 |
Expenses. Total of all expenses incurred | 2023-12-31 | $926,473 |
Benefits paid (including direct rollovers) | 2023-12-31 | $919,126 |
Total plan assets at end of year | 2023-12-31 | $13,741,690 |
Total plan assets at beginning of year | 2023-12-31 | $11,496,536 |
Value of fidelity bond covering the plan | 2023-12-31 | $2,000,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $324,514 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $11,269 |
Other income received | 2023-12-31 | $2,677,487 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $2,245,154 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $13,741,690 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $11,496,536 |
Assets. Value of participant loans | 2023-12-31 | $113,153 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $158,357 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $7,347 |
2022 : UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-2,508,901 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,753,101 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,745,937 |
Total plan assets at end of year | 2022-12-31 | $11,496,536 |
Total plan assets at beginning of year | 2022-12-31 | $15,758,538 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $281,731 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $72,063 |
Other income received | 2022-12-31 | $-3,013,725 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-4,262,002 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $11,496,536 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,758,538 |
Assets. Value of participant loans | 2022-12-31 | $120,490 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $151,030 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,164 |
2021 : UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $3,154,510 |
Expenses. Total of all expenses incurred | 2021-12-31 | $834,394 |
Benefits paid (including direct rollovers) | 2021-12-31 | $804,963 |
Total plan assets at end of year | 2021-12-31 | $15,758,538 |
Total plan assets at beginning of year | 2021-12-31 | $13,438,422 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $314,663 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $2,630,091 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $2,320,116 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $15,758,538 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $13,438,422 |
Assets. Value of participant loans | 2021-12-31 | $65,809 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $209,756 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $29,431 |
2013 : UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $1,704,873 |
Expenses. Total of all expenses incurred | 2013-12-31 | $25,707 |
Benefits paid (including direct rollovers) | 2013-12-31 | $24,907 |
Total plan assets at end of year | 2013-12-31 | $7,804,955 |
Total plan assets at beginning of year | 2013-12-31 | $6,125,789 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $280,428 |
Other income received | 2013-12-31 | $1,256,577 |
Net income (gross income less expenses) | 2013-12-31 | $1,679,166 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,804,955 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,125,789 |
Assets. Value of participant loans | 2013-12-31 | $145,791 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $167,868 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $800 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $1,048,354 |
Expenses. Total of all expenses incurred | 2012-12-31 | $59,712 |
Benefits paid (including direct rollovers) | 2012-12-31 | $59,712 |
Total plan assets at end of year | 2012-12-31 | $6,125,789 |
Total plan assets at beginning of year | 2012-12-31 | $5,137,147 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $275,101 |
Other income received | 2012-12-31 | $606,733 |
Net income (gross income less expenses) | 2012-12-31 | $988,642 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,125,789 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,137,147 |
Assets. Value of participant loans | 2012-12-31 | $88,086 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $166,520 |
2011 : UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $391,389 |
Expenses. Total of all expenses incurred | 2011-12-31 | $29,886 |
Benefits paid (including direct rollovers) | 2011-12-31 | $29,886 |
Total plan assets at end of year | 2011-12-31 | $5,137,147 |
Total plan assets at beginning of year | 2011-12-31 | $4,775,644 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $283,246 |
Other income received | 2011-12-31 | $-51,813 |
Net income (gross income less expenses) | 2011-12-31 | $361,503 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,137,147 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,775,644 |
Assets. Value of participant loans | 2011-12-31 | $60,581 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $159,956 |
2010 : UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $805,101 |
Expenses. Total of all expenses incurred | 2010-12-31 | $106,361 |
Benefits paid (including direct rollovers) | 2010-12-31 | $106,361 |
Total plan assets at end of year | 2010-12-31 | $4,775,644 |
Total plan assets at beginning of year | 2010-12-31 | $4,076,904 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $217,608 |
Other income received | 2010-12-31 | $426,314 |
Net income (gross income less expenses) | 2010-12-31 | $698,740 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,775,644 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,076,904 |
Assets. Value of participant loans | 2010-12-31 | $90,845 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $161,179 |
2023: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2013: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UNITED MECHANICAL INC. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |