Mikart 401(K) Plan — Form 5500 plan (Mikart, LLC)

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, Mikart 401(K) Plan is a benefit plan reported by Mikart, LLC under EIN 58-1241459 and plan number 002. The latest loaded filing year is 2023. The filing reports 256 participants and $24,854,412 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mikart, LLC
EIN
58-1241459
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
256
End-of-year plan assets
$24,854,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20240709142339NAL0015603809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,854,412
Net assets (EOY)
$24,854,412
Net assets (BOY)
$20,087,280

Income & contributions

Employer contributions
$369,319
Participant contributions
$818,844
Total contributions
$1,331,747
Total income / additions
$5,414,362

Expenses & distributions

Benefits paid
$552,271
Administrative expenses
$94,959
Total expenses
$647,230
Net increase / (decrease)
$4,767,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchRIA, IA$50,469$02023
Hancock Askew & Co. LlpAUDITOR$14,000$02023
John Hancock Life Insurance Co.RECORDKEEPER$3,281$02023

Related Form 5500 pages