2023 Form 5500 filing — Mitratech 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 20241003094727NAL0004749395001) for Mitratech 401(K) Savings Plan, reported by Mitratech Holdings, Inc. under EIN 74-3025949 and plan number 001. It reports 747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003094727NAL0004749395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mitratech Holdings, Inc.
- EIN
- 74-3025949
- Plan number
- 001
- Location
- Bee Cave, TX
- Participants
- 747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,545,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,545,441
- Employer contributions
- $1,986,603
- Participant contributions
- $5,791,824
- Total income / additions
- $19,385,182
- Benefits paid
- $3,250,586
- Administrative expenses
- $74,727
- Total expenses
- $3,371,316
- Net increase / (decrease)
- $16,013,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $53,055 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $21,672 | not reported in the loaded dataset |