2023 Form 5500 filing — Mutual Asset Corporation 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 20241015133055NAL0056382418001) for Mutual Asset Corporation 401(K) Plan, reported by Mutual Asset Corporation under EIN 84-1567535 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015133055NAL0056382418001
Filing year
2023
Form type
2
Plan sponsor
Mutual Asset Corporation
EIN
84-1567535
Plan number
001
Location
Brighton, CO
Participants
5
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,336,035
Total liabilities (EOY)
$0
Net assets (EOY)
$2,336,035
Employer contributions
$144,850
Participant contributions
$135,000
Total income / additions
$466,547
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$466,547
Schedule source
Schedule I

Related Form 5500 pages