2023 Form 5500 filing — Mitchell Companies 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 20241014095045NAL0026953057001) for Mitchell Companies 401(K) Plan, reported by Mitchell Companies, LLC under EIN 64-0917967 and plan number 001. It reports 453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095045NAL0026953057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mitchell Companies, LLC
- EIN
- 64-0917967
- Plan number
- 001
- Location
- Meridian, MS
- Participants
- 453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,591,343
- Total liabilities (EOY)
- $13,899
- Net assets (EOY)
- $26,577,444
- Employer contributions
- $434,177
- Participant contributions
- $863,561
- Total income / additions
- $5,076,862
- Benefits paid
- $3,082,215
- Administrative expenses
- $11,982
- Total expenses
- $3,142,033
- Net increase / (decrease)
- $1,934,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISOR | $63,521 | not reported in the loaded dataset |
| Nationwide | CUSTODIAN | $37,560 | $123 |
| Corporate Financial Services, LLC | TPA | $32,582 | not reported in the loaded dataset |