Civic Intelligence

J & D Mechanical Inc.

Plan context: J & D MECHANICAL, LLC 401(K) PLAN

EIN 47-5183949 • Fort Myers, FL • 7 filings • 3 plans

5021 Luckett Rd.Fort Myers, FL 33905
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$700,877

2025 Contributions

$171,848

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,298,816$2,649,408$0202120232025YearValue
$700,877Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

66330202120232025YearValue
20Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025120$700,877$171,848$8,592iApproximate average salary by contribution assumption: employee only about $214,810 at 4% or $143,207 at 6%; with 50% employer match about $143,207 at 4% or $95,471 at 6%; with 100% employer match about $107,405 at 4% or $71,603 at 6%.
J & D MECHANICAL, LLC 401(K) PLAN-20$700,877$171,848$8,592iApproximate average salary by contribution assumption: employee only about $214,810 at 4% or $143,207 at 6%; with 50% employer match about $143,207 at 4% or $95,471 at 6%; with 100% employer match about $107,405 at 4% or $71,603 at 6%.
2024366$5,298,816$1,685,846$25,543iApproximate average salary by contribution assumption: employee only about $638,578 at 4% or $425,719 at 6%; with 50% employer match about $425,719 at 4% or $283,812 at 6%; with 100% employer match about $319,289 at 4% or $212,859 at 6%.
J & D Mechanical Inc. Employee Stock Ownership Plan and Trust-66$4,828,328$571,903$8,665iApproximate average salary by contribution assumption: employee only about $216,630 at 4% or $144,420 at 6%; with 50% employer match about $144,420 at 4% or $96,280 at 6%; with 100% employer match about $108,315 at 4% or $72,210 at 6%.
J & D MECHANICAL, LLC 401(K) PLAN-18$470,488$161,460$8,970iApproximate average salary by contribution assumption: employee only about $224,250 at 4% or $149,500 at 6%; with 50% employer match about $149,500 at 4% or $99,667 at 6%; with 100% employer match about $112,125 at 4% or $74,750 at 6%.
J & D MECHANICAL, LLC PROFIT SHARING PLAN-0$0$952,483-
2023116$277,623$121,186$7,574iApproximate average salary by contribution assumption: employee only about $189,353 at 4% or $126,235 at 6%; with 50% employer match about $126,235 at 4% or $84,157 at 6%; with 100% employer match about $94,677 at 4% or $63,118 at 6%.
J & D MECHANICAL, LLC 401(K) PLAN-16$277,623$121,186$7,574iApproximate average salary by contribution assumption: employee only about $189,353 at 4% or $126,235 at 6%; with 50% employer match about $126,235 at 4% or $84,157 at 6%; with 100% employer match about $94,677 at 4% or $63,118 at 6%.
2022116$147,623$117,388$7,337iApproximate average salary by contribution assumption: employee only about $183,419 at 4% or $122,279 at 6%; with 50% employer match about $122,279 at 4% or $81,519 at 6%; with 100% employer match about $91,709 at 4% or $61,140 at 6%.
J & D MECHANICAL, LLC 401(K) PLAN-16$147,623$117,388$7,337iApproximate average salary by contribution assumption: employee only about $183,419 at 4% or $122,279 at 6%; with 50% employer match about $122,279 at 4% or $81,519 at 6%; with 100% employer match about $91,709 at 4% or $61,140 at 6%.
2021116$44,757$44,475$2,780iApproximate average salary by contribution assumption: employee only about $69,492 at 4% or $46,328 at 6%; with 50% employer match about $46,328 at 4% or $30,885 at 6%; with 100% employer match about $34,746 at 4% or $23,164 at 6%.
J & D MECHANICAL, LLC 401(K) PLAN-16$44,757$44,475$2,780iApproximate average salary by contribution assumption: employee only about $69,492 at 4% or $46,328 at 6%; with 50% employer match about $46,328 at 4% or $30,885 at 6%; with 100% employer match about $34,746 at 4% or $23,164 at 6%.