2023 Form 5500 filing — Mitchell Gold + Bob Williams 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 20241015162418NAL0015075219001) for Mitchell Gold + Bob Williams 401(K) Plan, reported by The Mitchell Gold Co. under EIN 56-1678942 and plan number 001. It reports 1,235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162418NAL0015075219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mitchell Gold Co.
- EIN
- 56-1678942
- Plan number
- 001
- Location
- Taylorsville, NC
- Participants
- 1,235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,833,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,833,685
- Employer contributions
- $26,664
- Participant contributions
- $1,156,052
- Total income / additions
- $3,601,903
- Benefits paid
- $8,715,039
- Administrative expenses
- $111,386
- Total expenses
- $8,848,968
- Net increase / (decrease)
- -$5,247,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $81,956 | $0 |
| Bna Wealth, Inc. | INVESTMENT ADVISORY | $29,430 | $0 |