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 Gold + Bob Williams 401(K) Plan is a benefit plan reported by The Mitchell Gold Co. under EIN 56-1678942 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,235 participants and $11,833,685 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,833,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,833,685
- Net assets (BOY)
- $17,080,750
Income & contributions
- Employer contributions
- $26,664
- Participant contributions
- $1,156,052
- Total contributions
- $1,375,872
- Total income / additions
- $3,601,903
Expenses & distributions
- Benefits paid
- $8,715,039
- Administrative expenses
- $111,386
- Total expenses
- $8,848,968
- Net increase / (decrease)
- -$5,247,065