Mitratech 401(K) Savings Plan — Form 5500 plan (Mitratech Holdings, 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, Mitratech 401(K) Savings Plan is a benefit plan reported by Mitratech Holdings, Inc. under EIN 74-3025949 and plan number 001. The latest loaded filing year is 2023. The filing reports 747 participants and $47,545,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mitratech Holdings, Inc.
EIN
74-3025949
Plan number
001
Plan type
2
Location
Bee Cave, TX
Latest filing year
2023
Participants
747
End-of-year plan assets
$47,545,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023747H, C20241003094727NAL0004749395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,545,441
Total liabilities (EOY)
$0
Net assets (EOY)
$47,545,441
Net assets (BOY)
$31,531,575

Income & contributions

Employer contributions
$1,986,603
Participant contributions
$5,791,824
Total contributions
$12,413,874
Total income / additions
$19,385,182

Expenses & distributions

Benefits paid
$3,250,586
Administrative expenses
$74,727
Total expenses
$3,371,316
Net increase / (decrease)
$16,013,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$53,055$02023
Strategic Advisors, Inc.ADVISOR$21,672not reported in the loaded dataset2023

Related Form 5500 pages