2023 Form 5500 filing — Mitchell Martin Inc. 401(K) Profit Sharing 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 20241015092906NAL0027950657001) for Mitchell Martin Inc. 401(K) Profit Sharing Plan, reported by Mitchell/Martin Inc. under EIN 13-3591013 and plan number 001. It reports 1,973 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)$48.7MReported net assets$48,684,639
Participants2K1,973
Provider compensation$140.1K3 Schedule C row(s)$140,060
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015092906NAL0027950657001
Plan sponsor
Mitchell/Martin Inc.
EIN
13-3591013
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)$48.7M total assets
Net assets$48.7MLiabilities$0
Money in vs. money out
Total income / additions$17.1M
Total expenses$5.5M
Benefits paid / distributions$5.4M
Contributions
Employer$0
Participant$7.9M
Full reported line items
Total assets (EOY)
$48,684,639
Total liabilities (EOY)
$0
Net assets (EOY)
$48,684,639
Employer contributions
$0
Participant contributions
$7,867,994
Total income / additions
$17,111,709
Benefits paid
$5,355,601
Administrative expenses
$140,060
Total expenses
$5,497,629
Net increase / (decrease)
$11,614,080
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $89.9K · Indirect $0
  2. 2
    ADVISOR · Direct $32.1K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $18K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015092906NAL0027950657001 cover?
It is the 2023 Form 5500 filing for Mitchell Martin Inc. 401(K) Profit Sharing Plan, reported by Mitchell/Martin Inc. (EIN 13-3591013).
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).

Related Form 5500 pages