Mutual Asset Corporation 401(K) Plan — Form 5500 plan (Mutual Asset Corporation)
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, Mutual Asset Corporation 401(K) Plan is a benefit plan reported by Mutual Asset Corporation under EIN 84-1567535 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $2,336,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mutual Asset Corporation
- EIN
- 84-1567535
- Plan number
- 001
- Plan type
- 2
- Location
- Brighton, CO
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $2,336,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241015133055NAL0056382418001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,336,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,336,035
- Net assets (BOY)
- $1,869,488
Income & contributions
- Employer contributions
- $144,850
- Participant contributions
- $135,000
- Total income / additions
- $466,547
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $466,547
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.