J Keith Mitchell Md Money Purchase Plan & Trust — Form 5500 plan (J Keith Mitchell Md)

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, J Keith Mitchell Md Money Purchase Plan & Trust is a benefit plan reported by J Keith Mitchell Md under EIN 71-0759609 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $326,992 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$327KPlan net assets, end of year$326,992
Participants11Covered participants reported
Assets / participant$29.7KComputed: assets ÷ participants$29,727 (computed)
Provider compensationNone reported
Plan sponsor
J Keith Mitchell Md
EIN
71-0759609
Plan number
001
Plan type
2
Location
Horatio, AR
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
    11 participants · 2Sch I
    View filing →
Schedule I · 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)$327K total assets
Net assets$327KLiabilities
Money in vs. money out
Total income / additions$30.6K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$20.4K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$326,992
Net assets (EOY)
$326,992
Net assets (BOY)
$296,404

Income & contributions

Employer contributions
$20,406
Total income / additions
$30,588

Expenses & distributions

Benefits paid
$0
Total expenses
$0
Net increase / (decrease)
$30,588
Schedule C

Service provider compensation

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

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the J Keith Mitchell Md Money Purchase Plan & Trust?
J Keith Mitchell Md Money Purchase Plan & Trust is reported as sponsored by J Keith Mitchell Md (EIN 71-0759609, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for J Keith Mitchell Md Money Purchase Plan & Trust?
The latest Form 5500 filing year loaded for J Keith Mitchell Md Money Purchase Plan & Trust is 2023.
How many participants does J Keith Mitchell Md Money Purchase Plan & Trust report?
J Keith Mitchell Md Money Purchase Plan & Trust reports 11 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for J Keith Mitchell Md Money Purchase Plan & Trust?
J Keith Mitchell Md Money Purchase Plan & Trust reports $326,992 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