Mittera Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Mittera Group, 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, Mittera Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Mittera Group, Inc. under EIN 42-1028248 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,052 participants and $77,329,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mittera Group, Inc.
- EIN
- 42-1028248
- Plan number
- 001
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 2,052
- End-of-year plan assets
- $77,329,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,052 | H, C | 20241010194515NAL0035152608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,329,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,329,350
- Net assets (BOY)
- $62,937,528
Income & contributions
- Employer contributions
- $1,059,939
- Participant contributions
- $6,060,616
- Total contributions
- $9,410,888
- Total income / additions
- $20,264,444
Expenses & distributions
- Benefits paid
- $5,671,171
- Administrative expenses
- $185,056
- Total expenses
- $5,872,622
- Net increase / (decrease)
- $14,391,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEPPER | $99,562 | $0 | 2023 |
| Wintrust Investments LLC | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27,995 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. (Brokera | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mittera Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Empower Annuity Insurance Company O — Schedule C compensation
- Wintrust Investments LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. (Brokera — Schedule C compensation