Civic Intelligence

Jeffrey & Mitchell PC.

Plan context: Jeffrey & Mitchell PC. Profit Sharing Plan

EIN 27-2383550 • 15 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$84,569

2024 Contributions

$227,230

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$150,918$75,459$0201020172024YearValue
$84,569Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320201020172024YearValue
2Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202412$84,569$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-2$84,569--
202312$80,289$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-2$80,289--
202211$88,610$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-1$88,610--
202112$116,874$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-2$116,874--
202012$69,705$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-2$69,705--
201911$18,839$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-1$18,839--
201811$14,873$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-1$14,873--
201711$11,948$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-1$11,948--
201611$10,113$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-1$10,113--
201512$11,899$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-2$11,899--
201412$9,915$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-2$9,915--
201312$133,859$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-2$133,859--
201212$143,834$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-2$143,834--
201113$150,918$0-
Jeffrey & Mitchell PC. Profit Sharing Plan-3$150,918--
201012$22,240$227,230$113,615iApproximate average salary by contribution assumption: employee only about $2,840,375 at 4% or $1,893,583 at 6%; with 50% employer match about $1,893,583 at 4% or $1,262,389 at 6%; with 100% employer match about $1,420,188 at 4% or $946,792 at 6%.
Jeffrey & Mitchell PC. Profit Sharing Plan-2$22,240$227,230$113,615iApproximate average salary by contribution assumption: employee only about $2,840,375 at 4% or $1,893,583 at 6%; with 50% employer match about $1,893,583 at 4% or $1,262,389 at 6%; with 100% employer match about $1,420,188 at 4% or $946,792 at 6%.