Mitchell Nissan-Mazda 401(K) Savings & Retirement Plan — Form 5500 plan (Mitchell Nissan, 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, Mitchell Nissan-Mazda 401(K) Savings & Retirement Plan is a benefit plan reported by Mitchell Nissan, Inc. under EIN 63-0942772 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $9,082,075 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mitchell Nissan, Inc.
EIN
63-0942772
Plan number
001
Plan type
2
Location
Enterprise, AL
Latest filing year
2023
Participants
156
End-of-year plan assets
$9,082,075

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241004095948NAL0006580051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,082,075
Net assets (EOY)
$9,082,075
Net assets (BOY)
$7,681,640

Income & contributions

Employer contributions
$262,673
Participant contributions
$399,427
Total contributions
$662,100
Total income / additions
$1,917,074

Expenses & distributions

Benefits paid
$500,170
Administrative expenses
$16,469
Total expenses
$516,639
Net increase / (decrease)
$1,400,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$20,683$02023
Capsouth Partners IncINVESTMENT ADVISORY$16,469not reported in the loaded dataset2023

Related Form 5500 pages