Mitchell International, Inc. 401k Savings Plan — Form 5500 plan (Mitchell International 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 International, Inc. 401k Savings Plan is a benefit plan reported by Mitchell International Inc under EIN 94-3355101 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,659 participants and $623,406,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitchell International Inc
- EIN
- 94-3355101
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 6,659
- End-of-year plan assets
- $623,406,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,659 | H, C | 20241002135906NAL0008366449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $623,406,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $623,406,129
- Net assets (BOY)
- $551,134,973
Income & contributions
- Employer contributions
- $10,976,555
- Participant contributions
- $37,659,184
- Total contributions
- $57,716,070
- Total income / additions
- $138,219,477
Expenses & distributions
- Benefits paid
- $65,194,860
- Administrative expenses
- $680,348
- Total expenses
- $66,015,492
- Net increase / (decrease)
- $72,203,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $390,051 | $0 | 2023 |
| Resources Investment Advisors Inc | NONE | $255,058 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | NONE | $86,109 | not reported in the loaded dataset | 2023 |
| Jgd & Associates Llp | AUDITOR | $20,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mitchell International Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Resources Investment Advisors Inc — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Jgd & Associates Llp — Schedule C compensation