Original filing (PDF)20231128144046NAL0005151619001

MUTUAL GEAR, INC.

Name: MUTUAL GEAR, INC. — MUTUAL GEAR, INC. CASH BALANCE PLAN, Form 5500 (2022)
Creator: MUTUAL GEAR, INC.

Form 5500-SF

FILING_RECEIVED

MUTUAL GEAR, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUTUAL GEAR, INC..

Plan sponsor

Name

MUTUAL GEAR, INC.

EIN

84-2494953

Address

51 FOREST ROAD · SUITE 316-1062 · MONROE, NY · 10950

Phone

(845) 287-0450

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-27

Filed

2023-11-28

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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