2023 Form 5500 filing — Mize Cpas, Inc. 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 20240918120756NAL0006221392001) for Mize Cpas, Inc. 401(K) Plan, reported by Mize Cpas, Inc. under EIN 48-0882363 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918120756NAL0006221392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mize Cpas, Inc.
- EIN
- 48-0882363
- Plan number
- 001
- Location
- Topeka, KS
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,890,858
- Total liabilities (EOY)
- $10,240
- Net assets (EOY)
- $32,880,618
- Employer contributions
- $440,278
- Participant contributions
- $1,539,635
- Total income / additions
- $7,272,249
- Benefits paid
- $3,398,399
- Administrative expenses
- $107,114
- Total expenses
- $3,505,513
- Net increase / (decrease)
- $3,766,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Qualified Plan Advisors | NONE | $66,334 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists | NONE | $30,831 | not reported in the loaded dataset |
| Pickett, Chaney & Mcmullen, Llp | NONE | $9,600 | not reported in the loaded dataset |