Plan5500

Mize Cpas, Inc. 401(K) Plan — Form 5500 plan (Mize Cpas, 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, Mize Cpas, Inc. 401(K) Plan is a benefit plan reported by Mize Cpas, Inc. under EIN 48-0882363 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $32,890,858 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mize Cpas, Inc.
EIN
48-0882363
Plan number
001
Plan type
2
Location
Topeka, KS
Latest filing year
2023
Participants
345
End-of-year plan assets
$32,890,858

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20240918120756NAL0006221392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,890,858
Total liabilities (EOY)
$10,240
Net assets (EOY)
$32,880,618
Net assets (BOY)
$29,113,882

Income & contributions

Employer contributions
$440,278
Participant contributions
$1,539,635
Total contributions
$2,010,078
Total income / additions
$7,272,249

Expenses & distributions

Benefits paid
$3,398,399
Administrative expenses
$107,114
Total expenses
$3,505,513
Net increase / (decrease)
$3,766,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Qualified Plan AdvisorsNONE$66,334not reported in the loaded dataset2023
Tpp Retirement Plan SpecialistsNONE$30,831not reported in the loaded dataset2023
Pickett, Chaney & Mcmullen, LlpNONE$9,600not reported in the loaded dataset2023

Related Form 5500 pages