Plan5500

Mitchell & Stark Construction Co., Inc. Employees' Profit Sharing And Investment Plan — Form 5500 plan (Mitchell & Stark Construction Co., Inc.)

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 & Stark Construction Co., Inc. Employees' Profit Sharing And Investment Plan is a benefit plan reported by Mitchell & Stark Construction Co., Inc. under EIN 35-0964820 and plan number 002. The latest loaded filing year is 2023. The filing reports 350 participants and $12,003,821 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.9MPlan net assets, end of year$11,927,744
Participants350Covered participants reported
Assets / participant$34.3KComputed: assets ÷ participants$34,297 (computed)
Provider compensation$44.6K1 Schedule C provider row(s)$44,554
Plan sponsor
Mitchell & Stark Construction Co., Inc.
EIN
35-0964820
Plan number
002
Plan type
2
Location
Medora, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20241009102006NAL0009101507001
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)$12M total assets
Net assets$11.9MLiabilities$76.1K
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$699.9K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$12,003,821
Total liabilities (EOY)
$76,077
Net assets (EOY)
$11,927,744
Net assets (BOY)
$11,018,558

Income & contributions

Employer contributions
$699,932
Participant contributions
$0
Total contributions
$699,932
Total income / additions
$2,367,732

Expenses & distributions

Benefits paid
$1,413,992
Administrative expenses
$44,554
Total expenses
$1,458,546
Net increase / (decrease)
$909,186
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.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income60%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Old National Trust CompanyN/A$44,554not reported in the loaded dataset2023

Related Form 5500 pages