Mott Corporation 401(K) Plan — Form 5500 plan (Mott Corporation)
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, Mott Corporation 401(K) Plan is a benefit plan reported by Mott Corporation under EIN 06-0741455 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $33,570,538 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$33.6MPlan net assets, end of year$33,570,538
Participants347Covered participants reported
Assets / participant$96.7KComputed: assets ÷ participants$96,745 (computed)
Provider compensation$120.9K3 Schedule C provider row(s)$120,901
- Plan sponsor
- Mott Corporation
- EIN
- 06-0741455
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20241009151826NAL0019517313001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$33.6M total assets
Net assets$33.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $33,570,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,570,538
- Net assets (BOY)
- $25,248,764
Income & contributions
- Employer contributions
- $670,924
- Participant contributions
- $2,058,038
- Total contributions
- $5,130,610
- Total income / additions
- $9,325,761
Expenses & distributions
- Benefits paid
- $5,785,741
- Administrative expenses
- $74,327
- Total expenses
- $6,149,530
- Net increase / (decrease)
- $3,176,231
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,326 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $46,575 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mott Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Farmington, CT
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation