Mitchell Grocery Corporation Profit Sharing/401(K) Plan — Form 5500 plan (Mitchell Grocery Corporation)
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 Grocery Corporation Profit Sharing/401(K) Plan is a benefit plan reported by Mitchell Grocery Corporation under EIN 63-0499227 and plan number 002. The latest loaded filing year is 2023. The filing reports 957 participants and $22,102,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitchell Grocery Corporation
- EIN
- 63-0499227
- Plan number
- 002
- Plan type
- 2
- Location
- Albertville, AL
- Latest filing year
- 2023
- Participants
- 957
- End-of-year plan assets
- $22,102,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 957 | H, C | 20250410162611NAL0033784848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,102,886
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,102,886
- Net assets (BOY)
- $20,331,495
Income & contributions
- Employer contributions
- $499,606
- Participant contributions
- $542,374
- Total contributions
- $1,059,147
- Total income / additions
- $3,943,092
Expenses & distributions
- Benefits paid
- $2,027,823
- Administrative expenses
- $125,834
- Total expenses
- $2,171,701
- Net increase / (decrease)
- $1,771,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $85,212 | $0 | 2023 |
| Waverly Advisors LLC | INVESTMENT ADVISOR | $40,622 | not reported in the loaded dataset | 2023 |