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, Tm 401(K) Plan is a benefit plan reported by Mitchell Holding Co., Inc. under EIN 56-1798998 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $12,389,069 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,389,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,389,069
- Net assets (BOY)
- $10,737,887
Income & contributions
- Employer contributions
- $294,838
- Participant contributions
- $937,331
- Total contributions
- $1,280,497
- Total income / additions
- $3,015,365
Expenses & distributions
- Benefits paid
- $1,298,132
- Administrative expenses
- $63,479
- Total expenses
- $1,364,183
- Net increase / (decrease)
- $1,651,182