401k Plan data: G. R. MITCHELL, INC. PROFIT SHARING PLAN plan

G. R. MITCHELL, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	G. R. MITCHELL, INC. PROFIT SHARING PLAN
Plan identification number	002

G. R. MITCHELL, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Target benefit plan
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.

401k Sponsoring company profile

G. R. MITCHELL, INC. has sponsored the creation of one or more 401k plans.

Company Name: G. R. MITCHELL, INC.

Employer identification number (EIN): 231710257

NAIC Classification: 444190
NAIC Description: Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G. R. MITCHELL, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BETTY MARLEY 2024-05-22
002 2022-01-01 BETTY MARLEY 2023-03-31
002 2021-01-01 BETTY MARLEY 2022-06-13
002 2020-01-01 BETTY MARLEY 2021-04-28
002 2019-01-01 BETTY MARLEY 2020-06-15
002 2018-06-01 BETTY MARLEY 2019-06-14
002 2017-06-01 STEVEN D MITCHELL 2018-08-21
002 2016-06-01 STEVEN D MITCHELL 2017-12-01
002 2015-06-01 STEVEN D MITCHELL 2016-10-21
002 2014-06-01 STEVEN D MITCHELL
002 2014-06-01 STEVEN D MITCHELL
002 2013-06-01
002 2012-06-01 ADA O'CONNOR STEVEN MITCHELL 2013-08-26
002 2011-06-01 ADA O CONNOR STEVEN MITCHELL 2012-10-19
002 2009-06-01 ADA O'CONNOR STEVEN MITCHELL 2010-12-13
002 2009-06-01 ADA O'CONNOR STEVEN MITCHELL 2010-12-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BETTY MARLEY	2024-05-22
002	2022-01-01	BETTY MARLEY	2023-03-31
002	2021-01-01	BETTY MARLEY	2022-06-13
002	2020-01-01	BETTY MARLEY	2021-04-28
002	2019-01-01	BETTY MARLEY	2020-06-15
002	2018-06-01	BETTY MARLEY	2019-06-14
002	2017-06-01	STEVEN D MITCHELL	2018-08-21
002	2016-06-01	STEVEN D MITCHELL	2017-12-01
002	2015-06-01	STEVEN D MITCHELL	2016-10-21
002	2014-06-01	STEVEN D MITCHELL
002	2014-06-01	STEVEN D MITCHELL
002	2013-06-01
002	2012-06-01	ADA O'CONNOR		STEVEN MITCHELL	2013-08-26
002	2011-06-01	ADA O CONNOR		STEVEN MITCHELL	2012-10-19
002	2009-06-01	ADA O'CONNOR		STEVEN MITCHELL	2010-12-13
002	2009-06-01	ADA O'CONNOR		STEVEN MITCHELL	2010-12-13

Plan Statistics for G. R. MITCHELL, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for G. R. MITCHELL, INC. PROFIT SHARING PLAN

Measure Date Value
2014: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 35
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 34
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 2
Total of all active and inactive participants 2014-06-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 36
Number of participants with account balances 2014-06-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 32
Number of other retired or separated participants entitled to future benefits 2013-06-01 3
Total of all active and inactive participants 2013-06-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 35
Number of participants with account balances 2013-06-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 31
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 2
Total of all active and inactive participants 2012-06-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 33
Number of participants with account balances 2012-06-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 29
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 6
Total of all active and inactive participants 2011-06-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 35
Number of participants with account balances 2011-06-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 1
2009: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 45
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 33
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 9
Total of all active and inactive participants 2009-06-01 42
Total participants 2009-06-01 42
Number of participants with account balances 2009-06-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 3

Measure	Date	Value
2014: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	35
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	34
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	2
Total of all active and inactive participants	2014-06-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	36
Number of participants with account balances	2014-06-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	32
Number of other retired or separated participants entitled to future benefits	2013-06-01	3
Total of all active and inactive participants	2013-06-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	35
Number of participants with account balances	2013-06-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	31
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	2
Total of all active and inactive participants	2012-06-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	33
Number of participants with account balances	2012-06-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	29
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	6
Total of all active and inactive participants	2011-06-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	35
Number of participants with account balances	2011-06-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	1
2009: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	45
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	33
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	9
Total of all active and inactive participants	2009-06-01	42
Total participants	2009-06-01	42
Number of participants with account balances	2009-06-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	3

Financial Data on G. R. MITCHELL, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : G. R. MITCHELL, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-05-31	$347,167
Expenses. Total of all expenses incurred	2015-05-31	$1,518
Total plan assets at end of year	2015-05-31	$2,494,364
Total plan assets at beginning of year	2015-05-31	$2,148,715
Value of fidelity bond covering the plan	2015-05-31	$500,000
Total contributions received or receivable from participants	2015-05-31	$68,870
Expenses. Other expenses not covered elsewhere	2015-05-31	$1,518
Other income received	2015-05-31	$268,294
Net income (gross income less expenses)	2015-05-31	$345,649
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$2,494,364
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$2,148,715
Assets. Value of participant loans	2015-05-31	$4,320
Total contributions received or receivable from employer(s)	2015-05-31	$10,003
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
2014 : G. R. MITCHELL, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-05-31	$371,802
Expenses. Total of all expenses incurred	2014-05-31	$338
Benefits paid (including direct rollovers)	2014-05-31	$38
Total plan assets at end of year	2014-05-31	$2,148,715
Total plan assets at beginning of year	2014-05-31	$1,777,251
Value of fidelity bond covering the plan	2014-05-31	$500,000
Total contributions received or receivable from participants	2014-05-31	$56,013
Expenses. Other expenses not covered elsewhere	2014-05-31	$300
Other income received	2014-05-31	$308,242
Net income (gross income less expenses)	2014-05-31	$371,464
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$2,148,715
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$1,777,251
Assets. Value of participant loans	2014-05-31	$15,254
Total contributions received or receivable from employer(s)	2014-05-31	$7,547
2013 : G. R. MITCHELL, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-05-31	$355,137
Expenses. Total of all expenses incurred	2013-05-31	$101,510
Benefits paid (including direct rollovers)	2013-05-31	$100,848
Total plan assets at end of year	2013-05-31	$1,777,251
Total plan assets at beginning of year	2013-05-31	$1,523,624
Value of fidelity bond covering the plan	2013-05-31	$500,000
Total contributions received or receivable from participants	2013-05-31	$51,312
Expenses. Other expenses not covered elsewhere	2013-05-31	$662
Other income received	2013-05-31	$296,299
Net income (gross income less expenses)	2013-05-31	$253,627
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$1,777,251
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$1,523,624
Assets. Value of participant loans	2013-05-31	$25,156
Total contributions received or receivable from employer(s)	2013-05-31	$7,526
2012 : G. R. MITCHELL, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-05-31	$-39,543
Expenses. Total of all expenses incurred	2012-05-31	$4,281
Benefits paid (including direct rollovers)	2012-05-31	$3,738
Total plan assets at end of year	2012-05-31	$1,523,624
Total plan assets at beginning of year	2012-05-31	$1,567,448
Value of fidelity bond covering the plan	2012-05-31	$500,000
Total contributions received or receivable from participants	2012-05-31	$51,129
Expenses. Other expenses not covered elsewhere	2012-05-31	$543
Contributions received from other sources (not participants or employers)	2012-05-31	$0
Other income received	2012-05-31	$-98,038
Noncash contributions received	2012-05-31	$0
Net income (gross income less expenses)	2012-05-31	$-43,824
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$1,523,624
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$1,567,448
Assets. Value of participant loans	2012-05-31	$25,129
Total contributions received or receivable from employer(s)	2012-05-31	$7,366
Value of certain deemed distributions of participant loans	2012-05-31	$0
Value of corrective distributions	2012-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$0
2011 : G. R. MITCHELL, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-05-31	$342,501
Expenses. Total of all expenses incurred	2011-05-31	$178,364
Benefits paid (including direct rollovers)	2011-05-31	$177,496
Total plan assets at end of year	2011-05-31	$1,567,448
Total plan assets at beginning of year	2011-05-31	$1,403,311
Value of fidelity bond covering the plan	2011-05-31	$500,000
Total contributions received or receivable from participants	2011-05-31	$46,362
Expenses. Other expenses not covered elsewhere	2011-05-31	$868
Other income received	2011-05-31	$288,817
Net income (gross income less expenses)	2011-05-31	$164,137
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$1,567,448
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$1,403,311
Assets. Value of participant loans	2011-05-31	$25,269
Total contributions received or receivable from employer(s)	2011-05-31	$7,322

Form 5500 Responses for G. R. MITCHELL, INC. PROFIT SHARING PLAN

2014: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	Yes
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: G. R. MITCHELL, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	G. R. MITCHELL, INC.
Employer identification number (EIN):	231710257
NAIC Classification:	444190
NAIC Description:	Other Building Material Dealers