Plain-English plan 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, Mitchells Employee Savings & Retirement Plan is a benefit plan reported by Ed Mitchell, Inc. under EIN 06-0734060 and plan number 003. The latest loaded filing year is 2023. The filing reports 485 participants and $68,099,966 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,099,966
- Net assets (EOY)
- $68,099,966
- Net assets (BOY)
- $58,757,461
Income & contributions
- Employer contributions
- $491,222
- Participant contributions
- $3,193,562
- Total contributions
- $3,720,905
- Total income / additions
- $13,370,636
Expenses & distributions
- Benefits paid
- $3,814,339
- Administrative expenses
- $202,702
- Total expenses
- $4,028,131
- Net increase / (decrease)
- $9,342,505