2023 Form 5500 filing — Mitchell Insurance, 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 20241025164817NAL0000671666001) for Mitchell Insurance, Inc. 401(K) Plan, reported by Mitchell Insurance, Inc. under EIN 45-3955270 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241025164817NAL0000671666001
Filing year
2023
Form type
2
Plan sponsor
Mitchell Insurance, Inc.
EIN
45-3955270
Plan number
001
Location
Pawnee, OK
Participants
5
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$433,875
Net assets (EOY)
$433,875
Employer contributions
$0
Participant contributions
$0
Total income / additions
$74,301
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$74,301
Schedule source
Schedule I

Related Form 5500 pages