Mitchell Plastics 401(K) Plan — Form 5500 plan (Ultra Manufacturing (Usa), Inc. D/B/A Mitchell Plastics)
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, Mitchell Plastics 401(K) Plan is a benefit plan reported by Ultra Manufacturing (Usa), Inc. D/B/A Mitchell Plastics under EIN 20-0790265 and plan number 001. The latest loaded filing year is 2023. The filing reports 572 participants and $7,968,042 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8MPlan net assets, end of year$7,968,042
Participants572Covered participants reported
Assets / participant$13.9KComputed: assets ÷ participants$13,930 (computed)
Provider compensation$64.8K3 Schedule C provider row(s)$64,806
- Plan sponsor
- Ultra Manufacturing (Usa), Inc. D/B/A Mitchell Plastics
- EIN
- 20-0790265
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 572 | H, C | 20240731073404NAL0033471040001 |
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)$8M total assets
Net assets$8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,968,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,968,042
- Net assets (BOY)
- $6,500,789
Income & contributions
- Employer contributions
- $386,597
- Participant contributions
- $876,334
- Total contributions
- $1,339,887
- Total income / additions
- $2,260,066
Expenses & distributions
- Benefits paid
- $710,239
- Administrative expenses
- $47,691
- Total expenses
- $792,813
- Net increase / (decrease)
- $1,467,253
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.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $64,682 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ultra Manufacturing (Usa), Inc. D/B/A Mitchell Plastics
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Huntsville, AL
- John Hancock — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation