Mitchell Auto Group, Inc. 401(K) Plan — Form 5500 plan (Mitchell Auto Group, Inc.)
Plain-English plan 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, Mitchell Auto Group, Inc. 401(K) Plan is a benefit plan reported by Mitchell Auto Group, Inc. under EIN 06-0582770 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $13,864,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitchell Auto Group, Inc.
- EIN
- 06-0582770
- Plan number
- 001
- Plan type
- 3
- Location
- Simsbury, CT
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $13,864,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241014101102NAL0025894401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,864,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,864,157
- Net assets (BOY)
- $11,789,521
Income & contributions
- Employer contributions
- $99,537
- Participant contributions
- $783,479
- Total contributions
- $934,184
- Total income / additions
- $2,854,428
Expenses & distributions
- Benefits paid
- $713,280
- Administrative expenses
- $66,512
- Total expenses
- $779,792
- Net increase / (decrease)
- $2,074,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $47,557 | $0 | 2023 |
| Cetera Advisor Networks LLC | BROKER/ADVISOR | $0 | $18,932 | 2023 |
| Pasi, LLC | CONTRACT ADMIN | $3,030 | $10,000 | 2023 |
| Leafhouse Financial Advisors | INVESTMENT ADVISOR | $6,200 | not reported in the loaded dataset | 2023 |
| Empower Retirement Advisory Service | INVESTMENT MANAGEMENT | $1,656 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mitchell Auto Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Simsbury, CT
- Great-West Life & Annuity Insurance — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation
- Empower Retirement Advisory Service — Schedule C compensation