2023 Form 5500 filing — Tm 401(K) Plan
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 20240731090420NAL0021255697001) for Tm 401(K) Plan, reported by Mitchell Holding Co., Inc. under EIN 56-1798998 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731090420NAL0021255697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mitchell Holding Co., Inc.
- EIN
- 56-1798998
- Plan number
- 001
- Location
- Kernersville, NC
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,389,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,389,069
- Employer contributions
- $294,838
- Participant contributions
- $937,331
- Total income / additions
- $3,015,365
- Benefits paid
- $1,298,132
- Administrative expenses
- $63,479
- Total expenses
- $1,364,183
- Net increase / (decrease)
- $1,651,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,252 | $0 |
| Davenport And Company LLC | ADVISOR | $28,227 | not reported in the loaded dataset |