2023 Form 5500 filing — Mitchell International, Inc. 401k 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 20241002135906NAL0008366449001) for Mitchell International, Inc. 401k Savings Plan, reported by Mitchell International Inc under EIN 94-3355101 and plan number 001. It reports 6,659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002135906NAL0008366449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mitchell International Inc
- EIN
- 94-3355101
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 6,659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $623,406,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $623,406,129
- Employer contributions
- $10,976,555
- Participant contributions
- $37,659,184
- Total income / additions
- $138,219,477
- Benefits paid
- $65,194,860
- Administrative expenses
- $680,348
- Total expenses
- $66,015,492
- Net increase / (decrease)
- $72,203,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $390,051 | $0 |
| Resources Investment Advisors Inc | NONE | $255,058 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | NONE | $86,109 | not reported in the loaded dataset |
| Jgd & Associates Llp | AUDITOR | $20,500 | not reported in the loaded dataset |