2023 Form 5500 filing — Mitchell Auto Group, Inc. 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 20241014101102NAL0025894401001) for Mitchell Auto Group, Inc. 401(K) Plan, reported by Mitchell Auto Group, Inc. under EIN 06-0582770 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101102NAL0025894401001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mitchell Auto Group, Inc.
- EIN
- 06-0582770
- Plan number
- 001
- Location
- Simsbury, CT
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,864,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,864,157
- Employer contributions
- $99,537
- Participant contributions
- $783,479
- Total income / additions
- $2,854,428
- Benefits paid
- $713,280
- Administrative expenses
- $66,512
- Total expenses
- $779,792
- Net increase / (decrease)
- $2,074,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $47,557 | $0 |
| Cetera Advisor Networks LLC | BROKER/ADVISOR | $0 | $18,932 |
| Pasi, LLC | CONTRACT ADMIN | $3,030 | $10,000 |
| Leafhouse Financial Advisors | INVESTMENT ADVISOR | $6,200 | not reported in the loaded dataset |
| Empower Retirement Advisory Service | INVESTMENT MANAGEMENT | $1,656 | not reported in the loaded dataset |