2023 Form 5500 filing — Mitchell Plastics 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731073404NAL0033471040001) for Mitchell Plastics 401(K) Plan, reported by Ultra Manufacturing (Usa), Inc. D/B/A Mitchell Plastics under EIN 20-0790265 and plan number 001. It reports 572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8MReported net assets$7,968,042
Participants572
Provider compensation$64.8K3 Schedule C row(s)$64,806
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731073404NAL0033471040001
- Plan sponsor
- Ultra Manufacturing (Usa), Inc. D/B/A Mitchell Plastics
- EIN
- 20-0790265
- Plan number
- 001
- Location
- Huntsville, AL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,968,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,968,042
- Employer contributions
- $386,597
- Participant contributions
- $876,334
- Total income / additions
- $2,260,066
- Benefits paid
- $710,239
- Administrative expenses
- $47,691
- Total expenses
- $792,813
- Net increase / (decrease)
- $1,467,253
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $64,682 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |