2023 Form 5500 filing — Mitchell/Martin Inc. Employee Stock Ownership 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 20250114115745NAL0019989537001) for Mitchell/Martin Inc. Employee Stock Ownership Plan, reported by Mitchell/Martin Inc. under EIN 13-3591013 and plan number 002. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$5.5MReported net assets-$5,524,403
Participants574
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250114115745NAL0019989537001
Plan sponsor
Mitchell/Martin Inc.
EIN
13-3591013
Plan number
002
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)$32M total assets
Net assets-$5.5MLiabilities$37.5M
Money in vs. money out
Total income / additions-$3.6M
Total expenses$4.9M
Benefits paid / distributions$2.7M
Contributions
Employer$6.4M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$32,000,000
Total liabilities (EOY)
$37,524,403
Net assets (EOY)
-$5,524,403
Employer contributions
$6,405,916
Total income / additions
-$3,594,084
Benefits paid
$2,685,873
Administrative expenses
$0
Total expenses
$4,930,319
Net increase / (decrease)
-$8,524,403

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250114115745NAL0019989537001 cover?
It is the 2023 Form 5500 filing for Mitchell/Martin Inc. Employee Stock Ownership 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).

Related Form 5500 pages