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GLENN E. MITCHELL & CO. , INC. 401(K) PLAN 401k Plan overview

Plan NameGLENN E. MITCHELL & CO. , INC. 401(K) PLAN
Plan identification number 001

GLENN E. MITCHELL & CO. , INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GLENN E. MITCHELL & CO., INC. STEPHEN A. MITCHELL has sponsored the creation of one or more 401k plans.

Company Name:GLENN E. MITCHELL & CO., INC. STEPHEN A. MITCHELL
Employer identification number (EIN):621466219
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLENN E. MITCHELL & CO. , INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHEN A. MITCHELL2024-08-07
0012022-01-01STEPHEN A. MITCHELL2023-05-22
0012021-01-01STEPHEN A. MITCHELL2022-05-27
0012020-01-01STEPHEN A. MITCHELL2021-05-13
0012019-01-01STEPHEN A. MITCHELL2020-02-13
0012018-01-01STEPHEN A. MITCHELL2019-04-15

Plan Statistics for GLENN E. MITCHELL & CO. , INC. 401(K) PLAN

401k plan membership statisitcs for GLENN E. MITCHELL & CO. , INC. 401(K) PLAN

Measure Date Value
2025: GLENN E. MITCHELL & CO. , INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1992
Total number of particpants at end of year2025-09-1975
Number of Participants With Account Balances2025-09-1934
2024: GLENN E. MITCHELL & CO. , INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-0793
Total number of particpants at end of year2024-08-0779
Number of Participants With Account Balances2024-08-0732
2022: GLENN E. MITCHELL & CO. , INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-2767
Total number of particpants at end of year2022-05-2772
Number of Participants With Account Balances2022-05-2722

Financial Data on GLENN E. MITCHELL & CO. , INC. 401(K) PLAN

Measure Date Value
2025 : GLENN E. MITCHELL & CO. , INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-190
Total expenses incurred by plan in this plan year2025-09-19292668
Net assets as of the end of the plan year2025-09-191851134
Total assets as of the beginning of the plan year2025-09-191590268
Value of plan covered by a fidelity bond2025-09-19200000
Participant contributions to plan in this plan year2025-09-19237845
Other income to plan in this plan year2025-09-19176458
Plan net income in this plan year2025-09-19260866
Net assets as of the end of the plan year2025-09-191851134
Net assets as of the beginning of the plan year2025-09-191590268
Employer contributions to plan in this plan year2025-09-19139231
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1915958
2024 : GLENN E. MITCHELL & CO. , INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-070
Total liabilities as of the beginning of the plan year2024-08-070
Total expenses incurred by plan in this plan year2024-08-0750302
Net assets as of the end of the plan year2024-08-071590268
Total assets as of the beginning of the plan year2024-08-071101768
Value of plan covered by a fidelity bond2024-08-07200000
Participant contributions to plan in this plan year2024-08-07224245
Other income to plan in this plan year2024-08-07186472
Plan net income in this plan year2024-08-07488500
Net assets as of the end of the plan year2024-08-071590268
Net assets as of the beginning of the plan year2024-08-071101768
Employer contributions to plan in this plan year2024-08-07128085
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0711957
2022 : GLENN E. MITCHELL & CO. , INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-270
Total liabilities as of the end of the plan year2022-05-270
Total liabilities as of the beginning of the plan year2022-05-270
Total expenses incurred by plan in this plan year2022-05-2726660
Net assets as of the end of the plan year2022-05-27958646
Total assets as of the beginning of the plan year2022-05-27621871
Value of plan covered by a fidelity bond2022-05-2775000
Participant contributions to plan in this plan year2022-05-27158585
Other expenses paid from plan in this plan year2022-05-270
Other contributions to plan in this plan year2022-05-278484
Other income to plan in this plan year2022-05-27104341
Plan net income in this plan year2022-05-27336775
Net assets as of the end of the plan year2022-05-27958646
Net assets as of the beginning of the plan year2022-05-27621871
Employer contributions to plan in this plan year2022-05-2792025
Fees paid to broker by Benefit Provider2022-05-272301
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-279306

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