2023 Form 5500 filing — Mott Corporation 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 20241009151826NAL0019517313001) for Mott Corporation 401(K) Plan, reported by Mott Corporation under EIN 06-0741455 and plan number 001. It reports 347 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)$33.6MReported net assets$33,570,538
Participants347
Provider compensation$120.9K3 Schedule C row(s)$120,901
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009151826NAL0019517313001
- Plan sponsor
- Mott Corporation
- EIN
- 06-0741455
- Plan number
- 001
- Location
- Farmington, CT
- 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)$33.6M total assets
Net assets$33.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $33,570,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,570,538
- Employer contributions
- $670,924
- Participant contributions
- $2,058,038
- Total income / additions
- $9,325,761
- Benefits paid
- $5,785,741
- Administrative expenses
- $74,327
- Total expenses
- $6,149,530
- Net increase / (decrease)
- $3,176,231
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,326 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $46,575 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |