2023 Form 5500 filing — Mitchell Grocery Corporation Profit Sharing/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 20250410162611NAL0033784848001) for Mitchell Grocery Corporation Profit Sharing/401(K) Plan, reported by Mitchell Grocery Corporation under EIN 63-0499227 and plan number 002. It reports 957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410162611NAL0033784848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mitchell Grocery Corporation
- EIN
- 63-0499227
- Plan number
- 002
- Location
- Albertville, AL
- Participants
- 957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,102,886
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,102,886
- Employer contributions
- $499,606
- Participant contributions
- $542,374
- Total income / additions
- $3,943,092
- Benefits paid
- $2,027,823
- Administrative expenses
- $125,834
- Total expenses
- $2,171,701
- Net increase / (decrease)
- $1,771,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $85,212 | $0 |
| Waverly Advisors LLC | INVESTMENT ADVISOR | $40,622 | not reported in the loaded dataset |