2023 Form 5500 filing — Mitchells Employee 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 20241011134752NAL0022868049002) for Mitchells Employee Savings & Retirement Plan, reported by Ed Mitchell, Inc. under EIN 06-0734060 and plan number 003. It reports 485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134752NAL0022868049002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ed Mitchell, Inc.
- EIN
- 06-0734060
- Plan number
- 003
- Location
- Westport, CT
- Participants
- 485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,099,966
- Net assets (EOY)
- $68,099,966
- Employer contributions
- $491,222
- Participant contributions
- $3,193,562
- Total income / additions
- $13,370,636
- Benefits paid
- $3,814,339
- Administrative expenses
- $202,702
- Total expenses
- $4,028,131
- Net increase / (decrease)
- $9,342,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $106,263 | $0 |
| Lpl Financial Company | INVESTMENT MANAGER | $96,439 | not reported in the loaded dataset |