Mitel 401(K) Plan — Form 5500 plan (Mitel (Delaware), 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, Mitel 401(K) Plan is a benefit plan reported by Mitel (Delaware), Inc. under EIN 86-0220994 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,816 participants and $202,803,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitel (Delaware), Inc.
- EIN
- 86-0220994
- Plan number
- 001
- Plan type
- 2
- Location
- Mesa, AZ
- Latest filing year
- 2023
- Participants
- 1,816
- End-of-year plan assets
- $202,803,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,816 | H, C | 20241014194931NAL0015491795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $202,803,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $202,803,500
- Net assets (BOY)
- $195,117,639
Income & contributions
- Employer contributions
- $1,801,220
- Participant contributions
- $7,874,376
- Total contributions
- $10,683,678
- Total income / additions
- $41,502,390
Expenses & distributions
- Benefits paid
- $33,605,643
- Administrative expenses
- $208,946
- Total expenses
- $33,816,529
- Net increase / (decrease)
- $7,685,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $98,956 | $0 | 2023 |
| Sageview Advisory Group, LLC | CONSULTANT | $51,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $48,270 | not reported in the loaded dataset | 2023 |
| Mansperger Patterson & Mcmullin | ACCOUNTANT/AUDITOR | $10,825 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mitel (Delaware), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Mesa, AZ
- Fidelity Investments Institutional — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Mansperger Patterson & Mcmullin — Schedule C compensation