2023 Form 5500 filing — Mitchell Nissan-Mazda 401(K) Savings & Retirement 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 20241004095948NAL0006580051001) for Mitchell Nissan-Mazda 401(K) Savings & Retirement Plan, reported by Mitchell Nissan, Inc. under EIN 63-0942772 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004095948NAL0006580051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mitchell Nissan, Inc.
- EIN
- 63-0942772
- Plan number
- 001
- Location
- Enterprise, AL
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,082,075
- Net assets (EOY)
- $9,082,075
- Employer contributions
- $262,673
- Participant contributions
- $399,427
- Total income / additions
- $1,917,074
- Benefits paid
- $500,170
- Administrative expenses
- $16,469
- Total expenses
- $516,639
- Net increase / (decrease)
- $1,400,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $20,683 | $0 |
| Capsouth Partners Inc | INVESTMENT ADVISORY | $16,469 | not reported in the loaded dataset |