Mickey Mart, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mickey Mart, 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, Mickey Mart, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mickey Mart, Inc. under EIN 34-1643305 and plan number 002. The latest loaded filing year is 2023. The filing reports 666 participants and $2,680,849 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.7MPlan net assets, end of year$2,680,849
Participants666Covered participants reported
Assets / participant$4KComputed: assets ÷ participants$4,025 (computed)
Provider compensation$19.6K2 Schedule C provider row(s)$19,580
Plan sponsor
Mickey Mart, Inc.
EIN
34-1643305
Plan number
002
Plan type
2
Location
Milan, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023666H, C20250409143512NAL0030673280001
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)$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

Net assets

Total assets (EOY)
$2,680,849
Total liabilities (EOY)
$0
Net assets (EOY)
$2,680,849
Net assets (BOY)
$2,199,799

Income & contributions

Employer contributions
$85,481
Participant contributions
$268,475
Total contributions
$355,739
Total income / additions
$824,145

Expenses & distributions

Benefits paid
$317,979
Administrative expenses
$19,581
Total expenses
$343,095
Net increase / (decrease)
$481,050
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 24%Participant 76%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityOTHER FEES$9,862$02023
Cbiz Investment Advisory ServicesSERVICE PROVIDER$0$9,7182023

Related Form 5500 pages