Plan5500

Norbert E. Mitchell Co., Inc. Retirement Plan — Form 5500 plan (Norbert E. Mitchell Co., 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, Norbert E. Mitchell Co., Inc. Retirement Plan is a benefit plan reported by Norbert E. Mitchell Co., Inc. under EIN 06-1173716 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $25,400,603 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.4MPlan net assets, end of year$25,400,603
Participants241Covered participants reported
Assets / participant$105.4KComputed: assets ÷ participants$105,397 (computed)
Provider compensation$59.7K3 Schedule C provider row(s)$59,706
Plan sponsor
Norbert E. Mitchell Co., Inc.
EIN
06-1173716
Plan number
001
Plan type
2
Location
Danbury, CT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    241 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25.4M total assets
Net assets$25.4MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$800K
Participant$602.9K
Full reported line items

Net assets

Total assets (EOY)
$25,400,603
Total liabilities (EOY)
$0
Net assets (EOY)
$25,400,603
Net assets (BOY)
$23,533,962

Income & contributions

Employer contributions
$800,000
Participant contributions
$602,896
Total contributions
$1,404,218
Total income / additions
$4,575,887

Expenses & distributions

Benefits paid
$2,645,665
Administrative expenses
$63,581
Total expenses
$2,709,246
Net increase / (decrease)
$1,866,641
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 57%Participant 43%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wells Fargo Advisors LLC$47.1K
    INVESTMENT ADVISOR · Direct $47.1K
  2. 2
    Empower Advisory Group, LLC$12.6K
    INVESTMENT MGMT · Direct $12.6K
  3. 3
    Empower Annuity Insurance Company O$0
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Norbert E. Mitchell Co., Inc. Retirement Plan?
Norbert E. Mitchell Co., Inc. Retirement Plan is reported as sponsored by Norbert E. Mitchell Co., Inc. (EIN 06-1173716, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Norbert E. Mitchell Co., Inc. Retirement Plan?
The latest Form 5500 filing year loaded for Norbert E. Mitchell Co., Inc. Retirement Plan is 2023.
How many participants does Norbert E. Mitchell Co., Inc. Retirement Plan report?
Norbert E. Mitchell Co., Inc. Retirement Plan reports 241 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Norbert E. Mitchell Co., Inc. Retirement Plan?
Norbert E. Mitchell Co., Inc. Retirement Plan reports $25,400,603 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages