Original filing (PDF)20230713204132NAL0024807089001

Mitchell Clark & Company DBA LE BAIR Financial Services, Inc.

Name: Mitchell Clark & Company DBA LE BAIR Financial Services, Inc. — Form 5500 Plan 002 (2022)
Creator: Mitchell Clark & Company DBA LE BAIR Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LE BAIR Financial Services, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Mitchell Clark & Company DBA LE BAIR Financial Services, Inc.'s LE BAIR Financial Services, Inc. Defined Benefit Pension Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Mitchell Clark & Company DBA LE BAIR Financial Services, Inc.'s EIN is 76-0114425.

EIN 76-0114425

Plan number 002

Plan year 2022

ACK ID 20230713204132NAL0024807089001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Mitchell Clark & Company DBA LE BAIR Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Mitchell Clark & Company DBA LE BAIR Financial Services, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MITCHELL CLARK & COMPANY DBA LE BAIR FINANCIAL SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off