MITCHELL INSURANCE AGENCY, INC.
Plan context: MITCHELL INSURANCE AGENCY RETIREMENT PLAN
EIN 20-4328596 • Morton Grove, IL • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$344,595
2025 Contributions
$96,060
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $344,595 | $96,060 | $10,673iApproximate average salary by contribution assumption: employee only about $266,833 at 4% or $177,889 at 6%; with 50% employer match about $177,889 at 4% or $118,593 at 6%; with 100% employer match about $133,417 at 4% or $88,944 at 6%. |
| MITCHELL INSURANCE AGENCY RETIREMENT PLAN | - | 9 | $344,595 | $96,060 | $10,673iApproximate average salary by contribution assumption: employee only about $266,833 at 4% or $177,889 at 6%; with 50% employer match about $177,889 at 4% or $118,593 at 6%; with 100% employer match about $133,417 at 4% or $88,944 at 6%. |
| 2024 | 1 | 9 | $203,718 | $115,091 | $12,788iApproximate average salary by contribution assumption: employee only about $319,697 at 4% or $213,131 at 6%; with 50% employer match about $213,131 at 4% or $142,088 at 6%; with 100% employer match about $159,849 at 4% or $106,566 at 6%. |
| MITCHELL INSURANCE AGENCY RETIREMENT PLAN | - | 9 | $203,718 | $115,091 | $12,788iApproximate average salary by contribution assumption: employee only about $319,697 at 4% or $213,131 at 6%; with 50% employer match about $213,131 at 4% or $142,088 at 6%; with 100% employer match about $159,849 at 4% or $106,566 at 6%. |
| 2023 | 1 | 7 | $140,753 | $131,417 | $18,774iApproximate average salary by contribution assumption: employee only about $469,346 at 4% or $312,898 at 6%; with 50% employer match about $312,898 at 4% or $208,598 at 6%; with 100% employer match about $234,673 at 4% or $156,449 at 6%. |
| MITCHELL INSURANCE AGENCY RETIREMENT PLAN | - | 7 | $140,753 | $131,417 | $18,774iApproximate average salary by contribution assumption: employee only about $469,346 at 4% or $312,898 at 6%; with 50% employer match about $312,898 at 4% or $208,598 at 6%; with 100% employer match about $234,673 at 4% or $156,449 at 6%. |