Plan5500

Mitchell Companies 401(K) Plan — Form 5500 plan (Mitchell Companies, 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, Mitchell Companies 401(K) Plan is a benefit plan reported by Mitchell Companies, LLC under EIN 64-0917967 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $26,591,343 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mitchell Companies, LLC
EIN
64-0917967
Plan number
001
Plan type
2
Location
Meridian, MS
Latest filing year
2023
Participants
453
End-of-year plan assets
$26,591,343

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023453H, C20241014095045NAL0026953057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,591,343
Total liabilities (EOY)
$13,899
Net assets (EOY)
$26,577,444
Net assets (BOY)
$24,642,615

Income & contributions

Employer contributions
$434,177
Participant contributions
$863,561
Total contributions
$1,399,278
Total income / additions
$5,076,862

Expenses & distributions

Benefits paid
$3,082,215
Administrative expenses
$11,982
Total expenses
$3,142,033
Net increase / (decrease)
$1,934,829

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services, LLCINVESTMENT ADVISOR$63,521not reported in the loaded dataset2023
NationwideCUSTODIAN$37,560$1232023
Corporate Financial Services, LLCTPA$32,582not reported in the loaded dataset2023

Related Form 5500 pages