2023 Form 5500 filing — Mickey Mart, 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 20250409143512NAL0030673280001) for Mickey Mart, Inc. 401(K) Profit Sharing Plan, reported by Mickey Mart, Inc. under EIN 34-1643305 and plan number 002. It reports 666 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)$2.7MReported net assets$2,680,849
Participants666
Provider compensation$19.6K2 Schedule C row(s)$19,580
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250409143512NAL0030673280001
Plan sponsor
Mickey Mart, Inc.
EIN
34-1643305
Plan number
002
Location
Milan, OH
Received date
not reported in the loaded dataset
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$824.1K
Total expenses$343.1K
Benefits paid / distributions$318K
Contributions
Employer$85.5K
Participant$268.5K
Full reported line items
Total assets (EOY)
$2,680,849
Total liabilities (EOY)
$0
Net assets (EOY)
$2,680,849
Employer contributions
$85,481
Participant contributions
$268,475
Total income / additions
$824,145
Benefits paid
$317,979
Administrative expenses
$19,581
Total expenses
$343,095
Net increase / (decrease)
$481,050

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuityOTHER FEES$9,862$0
Cbiz Investment Advisory ServicesSERVICE PROVIDER$0$9,718

Related Form 5500 pages