2023 Form 5500 filing — J Keith Mitchell Md Money Purchase Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605160039NAL0033772368001) for J Keith Mitchell Md Money Purchase Plan & Trust, reported by J Keith Mitchell Md under EIN 71-0759609 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$327KReported net assets$326,992
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240605160039NAL0033772368001
Plan sponsor
J Keith Mitchell Md
EIN
71-0759609
Plan number
001
Location
Horatio, AR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$327K total assets
Net assets$327KLiabilities
Money in vs. money out
Total income / additions$30.6K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$20.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$326,992
Net assets (EOY)
$326,992
Employer contributions
$20,406
Total income / additions
$30,588
Benefits paid
$0
Total expenses
$0
Net increase / (decrease)
$30,588

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240605160039NAL0033772368001 cover?
It is the 2023 Form 5500 filing for J Keith Mitchell Md Money Purchase Plan & Trust, reported by J Keith Mitchell Md (EIN 71-0759609).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages