2023 Form 5500 filing — Mintz Group LLC 401(K) Savings 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 20240809133826NAL0011136448001) for Mintz Group LLC 401(K) Savings Plan, reported by Mintz Group LLC under EIN 13-3699793 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.7MReported net assets$16,697,291

Participants197

Provider compensation$78.2K3 Schedule C row(s)$78,153

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240809133826NAL0011136448001
Plan sponsor: Mintz Group LLC
EIN: 13-3699793
Plan number: 001
Location: New York, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16.7M total assets

Net assets$16.7MLiabilities$0

Money in vs. money out

Total income / additions$4.6M

Total expenses$3.1M

Benefits paid / distributions$3.1M

Contributions

Employer$596.8K

Participant$1.2M

Full reported line items

Total assets (EOY): $16,697,291
Total liabilities (EOY): $0
Net assets (EOY): $16,697,291
Employer contributions: $596,751
Participant contributions: $1,191,286
Total income / additions: $4,605,319
Benefits paid: $3,055,844
Administrative expenses: $66,328
Total expenses: $3,121,028
Net increase / (decrease): $1,484,291

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$66.3K
CONTRACT ADMINISTRATOR · Direct $66.3K · Indirect $0
2
Lpl Financial LLC$11.8K
OTHER SERVICES · Direct $0 · Indirect $11.8K
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809133826NAL0011136448001 cover?: It is the 2023 Form 5500 filing for Mintz Group LLC 401(K) Savings Plan, reported by Mintz Group LLC (EIN 13-3699793).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).