Mtc Retirement Plan — Form 5500 plan (Mutual Trading Company, 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, Mtc Retirement Plan is a benefit plan reported by Mutual Trading Company, Inc. under EIN 95-1034280 and plan number 003. The latest loaded filing year is 2023. The filing reports 688 participants and $35,039,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mutual Trading Company, Inc.
- EIN
- 95-1034280
- Plan number
- 003
- Plan type
- 3
- Location
- El Monte, CA
- Latest filing year
- 2023
- Participants
- 688
- End-of-year plan assets
- $35,039,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 688 | H, C | 20241007142947NAL0007675939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,039,865
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,039,865
- Net assets (BOY)
- $28,263,781
Income & contributions
- Employer contributions
- $1,562,811
- Participant contributions
- $2,436,244
- Total contributions
- $4,056,743
- Total income / additions
- $8,452,867
Expenses & distributions
- Benefits paid
- $1,527,381
- Administrative expenses
- $149,402
- Total expenses
- $1,676,783
- Net increase / (decrease)
- $6,776,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $149,402 | $0 | 2023 |
| Actuarial Benefits Corp | PENSION CONSULTANT | $0 | $98,431 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISOR, PART | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mutual Trading Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Monte, CA
- Principal Life Insurance Company — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation