J Mitchell Inc. Retirement Plan — Form 5500 plan (J 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, J Mitchell Inc. Retirement Plan is a benefit plan reported by J Mitchell Inc. under EIN 87-2852254 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $2,046,302 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J Mitchell Inc.
EIN
87-2852254
Plan number
001
Plan type
2
Location
Alexandria, MN
Latest filing year
2023
Participants
10
End-of-year plan assets
$2,046,302

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310I20241216111021NAL0002104416001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,046,302
Net assets (EOY)
$2,046,302
Net assets (BOY)
$229,249

Income & contributions

Employer contributions
$5,474
Participant contributions
$9,884
Total income / additions
$1,817,688

Expenses & distributions

Benefits paid
$634
Administrative expenses
$1
Total expenses
$635
Net increase / (decrease)
$1,817,053

Service provider compensation (Schedule C)

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

Related Form 5500 pages