Plan5500

G.R. Mitchell, Inc. Employee Benefit Plan — Form 5500 plan (G.R. Mitchell, 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, G.R. Mitchell, Inc. Employee Benefit Plan is a benefit plan reported by G.R. Mitchell, Inc. under EIN 23-1710257 and plan number 501. The latest loaded filing year is 2023. The filing reports 46 participants and $16,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G.R. Mitchell, Inc.
EIN
23-1710257
Plan number
501
Plan type
2
Location
Willow Street, PA
Latest filing year
2023
Participants
46
End-of-year plan assets
$16,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346I, C20240722072203NAL0017079856001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$16,556
Total liabilities (EOY)
$75,053
Net assets (EOY)
-$58,497
Net assets (BOY)
$4,299

Income & contributions

Employer contributions
$256,706
Participant contributions
$223,184
Total income / additions
$480,637

Expenses & distributions

Benefits paid
$364,303
Administrative expenses
$0
Total expenses
$543,433
Net increase / (decrease)
-$62,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Assured Partners (Central Pa)BROKER$16,632not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$12,303not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,646not reported in the loaded dataset2023

Related Form 5500 pages