Plan5500

Norbert E. Mitchell Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Norbert E. Mitchell Co., Inc. (EIN 06-1173716) is a plan sponsor located in Danbury, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1173716
Location
Danbury, CT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Norbert E. Mitchell Co., Inc.

  • 2 loaded plans hold $25.4M in reported assets.
  • The largest, Norbert E. Mitchell Co., Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 360 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.4MSummed across loaded plans$25,400,603
Total reported assets$25.4M$25,400,603
Total reported participants360
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.4M total assets
Net assets$25.4MLiabilities$0
Contributions & income
Employer contributions$800K
Participant contributions$602.9K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.7M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Norbert E. Mitchell Co., Inc. Retirement Plan
Participants per plan180Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Norbert E. Mitchell Co., Inc. Retirement Plan$25.4M
    Plan #001 · 241 participants · 2023
  2. 2
    Norbert E. Mitchell Group Health Plannot reported in the loaded dataset
    Plan #501 · 119 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Norbert E. Mitchell Co., Inc.. Open one for its full reported snapshot.

  1. 2023
    Norbert E. Mitchell Group Health Plan119 participants · 2Sch C
    View filing →
  2. 2023
    Norbert E. Mitchell Co., Inc. Retirement Plan241 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Norbert E. Mitchell Co., Inc. report on Form 5500?
Norbert E. Mitchell Co., Inc. (EIN 06-1173716) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Norbert E. Mitchell Co., Inc.?
The Employer Identification Number (EIN) reported for Norbert E. Mitchell Co., Inc. is 06-1173716.
What is the latest Form 5500 filing year for Norbert E. Mitchell Co., Inc.?
The latest loaded Form 5500 filing year for Norbert E. Mitchell Co., Inc. is 2023.

Related Form 5500 pages