Civic Intelligence

Mixon, Valk & Jolly LLP

Plan context: Mixon, Valk & Jolly LLP Profit Sharing Plan

EIN 33-0771371 • Irvine, CA • 19 filings • 3 plans

17992 Mitchell South, Suite 105Irvine, CA 92614
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$2,057,784

2017 Contributions

$7,176

Historical Graphs

Total Assets Over Time

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

$2,236,280$1,118,140$0199920102016YearValue
$2,057,784Latest year 2016

Participants Over Time

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

950199920082016YearValue
3Latest year 2016

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
201710$0$0-
Mixon, Valk & Jolly LLP Profit Sharing Plan-0$0$0-
201613$2,057,784$7,176$2,392iApproximate average salary by contribution assumption: employee only about $59,800 at 4% or $39,867 at 6%; with 50% employer match about $39,867 at 4% or $26,578 at 6%; with 100% employer match about $29,900 at 4% or $19,933 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-3$2,057,784$7,176$2,392iApproximate average salary by contribution assumption: employee only about $59,800 at 4% or $39,867 at 6%; with 50% employer match about $39,867 at 4% or $26,578 at 6%; with 100% employer match about $29,900 at 4% or $19,933 at 6%.
201516$1,940,302$40,550$6,758iApproximate average salary by contribution assumption: employee only about $168,958 at 4% or $112,639 at 6%; with 50% employer match about $112,639 at 4% or $75,093 at 6%; with 100% employer match about $84,479 at 4% or $56,319 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-6$1,940,302$40,550$6,758iApproximate average salary by contribution assumption: employee only about $168,958 at 4% or $112,639 at 6%; with 50% employer match about $112,639 at 4% or $75,093 at 6%; with 100% employer match about $84,479 at 4% or $56,319 at 6%.
201419$2,147,221$55,225$6,136iApproximate average salary by contribution assumption: employee only about $153,403 at 4% or $102,269 at 6%; with 50% employer match about $102,269 at 4% or $68,179 at 6%; with 100% employer match about $76,701 at 4% or $51,134 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-9$2,147,221$55,225$6,136iApproximate average salary by contribution assumption: employee only about $153,403 at 4% or $102,269 at 6%; with 50% employer match about $102,269 at 4% or $68,179 at 6%; with 100% employer match about $76,701 at 4% or $51,134 at 6%.
201313$2,026,908$88,181$29,394iApproximate average salary by contribution assumption: employee only about $734,842 at 4% or $489,894 at 6%; with 50% employer match about $489,894 at 4% or $326,596 at 6%; with 100% employer match about $367,421 at 4% or $244,947 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-3$2,026,908$88,181$29,394iApproximate average salary by contribution assumption: employee only about $734,842 at 4% or $489,894 at 6%; with 50% employer match about $489,894 at 4% or $326,596 at 6%; with 100% employer match about $367,421 at 4% or $244,947 at 6%.
201213$1,754,218$55,412$18,471iApproximate average salary by contribution assumption: employee only about $461,767 at 4% or $307,844 at 6%; with 50% employer match about $307,844 at 4% or $205,230 at 6%; with 100% employer match about $230,883 at 4% or $153,922 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-3$1,754,218$55,412$18,471iApproximate average salary by contribution assumption: employee only about $461,767 at 4% or $307,844 at 6%; with 50% employer match about $307,844 at 4% or $205,230 at 6%; with 100% employer match about $230,883 at 4% or $153,922 at 6%.
201114$1,555,681$66,801$16,700iApproximate average salary by contribution assumption: employee only about $417,506 at 4% or $278,338 at 6%; with 50% employer match about $278,338 at 4% or $185,558 at 6%; with 100% employer match about $208,753 at 4% or $139,169 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-4$1,555,681$66,801$16,700iApproximate average salary by contribution assumption: employee only about $417,506 at 4% or $278,338 at 6%; with 50% employer match about $278,338 at 4% or $185,558 at 6%; with 100% employer match about $208,753 at 4% or $139,169 at 6%.
201013$1,561,077$76,426$25,475iApproximate average salary by contribution assumption: employee only about $636,883 at 4% or $424,589 at 6%; with 50% employer match about $424,589 at 4% or $283,059 at 6%; with 100% employer match about $318,442 at 4% or $212,294 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-3$1,561,077$76,426$25,475iApproximate average salary by contribution assumption: employee only about $636,883 at 4% or $424,589 at 6%; with 50% employer match about $424,589 at 4% or $283,059 at 6%; with 100% employer match about $318,442 at 4% or $212,294 at 6%.
200914$1,327,249$32,134$8,034iApproximate average salary by contribution assumption: employee only about $200,838 at 4% or $133,892 at 6%; with 50% employer match about $133,892 at 4% or $89,261 at 6%; with 100% employer match about $100,419 at 4% or $66,946 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-4$1,327,249$32,134$8,034iApproximate average salary by contribution assumption: employee only about $200,838 at 4% or $133,892 at 6%; with 50% employer match about $133,892 at 4% or $89,261 at 6%; with 100% employer match about $100,419 at 4% or $66,946 at 6%.
200813$0$0-
Mixon, Valk & Jolly LLP Profit Sharing Plan-3---
200713$0$0-
Mixon, Valk & Jolly LLP Profit Sharing Plan-3---
200614$1,653,797$93,250$23,313iApproximate average salary by contribution assumption: employee only about $582,813 at 4% or $388,542 at 6%; with 50% employer match about $388,542 at 4% or $259,028 at 6%; with 100% employer match about $291,406 at 4% or $194,271 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-4$1,653,797$93,250$23,313iApproximate average salary by contribution assumption: employee only about $582,813 at 4% or $388,542 at 6%; with 50% employer match about $388,542 at 4% or $259,028 at 6%; with 100% employer match about $291,406 at 4% or $194,271 at 6%.
200516$1,409,464$89,158$14,860iApproximate average salary by contribution assumption: employee only about $371,492 at 4% or $247,661 at 6%; with 50% employer match about $247,661 at 4% or $165,107 at 6%; with 100% employer match about $185,746 at 4% or $123,831 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-6$1,409,464$89,158$14,860iApproximate average salary by contribution assumption: employee only about $371,492 at 4% or $247,661 at 6%; with 50% employer match about $247,661 at 4% or $165,107 at 6%; with 100% employer match about $185,746 at 4% or $123,831 at 6%.
200415$1,302,464$83,312$16,662iApproximate average salary by contribution assumption: employee only about $416,560 at 4% or $277,707 at 6%; with 50% employer match about $277,707 at 4% or $185,138 at 6%; with 100% employer match about $208,280 at 4% or $138,853 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-5$1,302,464$83,312$16,662iApproximate average salary by contribution assumption: employee only about $416,560 at 4% or $277,707 at 6%; with 50% employer match about $277,707 at 4% or $185,138 at 6%; with 100% employer match about $208,280 at 4% or $138,853 at 6%.
200315$1,260,125$66,103$13,221iApproximate average salary by contribution assumption: employee only about $330,515 at 4% or $220,343 at 6%; with 50% employer match about $220,343 at 4% or $146,896 at 6%; with 100% employer match about $165,258 at 4% or $110,172 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-5$1,260,125$66,103$13,221iApproximate average salary by contribution assumption: employee only about $330,515 at 4% or $220,343 at 6%; with 50% employer match about $220,343 at 4% or $146,896 at 6%; with 100% employer match about $165,258 at 4% or $110,172 at 6%.
200215$903,319$70,857$14,171iApproximate average salary by contribution assumption: employee only about $354,285 at 4% or $236,190 at 6%; with 50% employer match about $236,190 at 4% or $157,460 at 6%; with 100% employer match about $177,143 at 4% or $118,095 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-5$903,319$70,857$14,171iApproximate average salary by contribution assumption: employee only about $354,285 at 4% or $236,190 at 6%; with 50% employer match about $236,190 at 4% or $157,460 at 6%; with 100% employer match about $177,143 at 4% or $118,095 at 6%.
200115$0$0-
Mixon, Valk & Jolly LLP Profit Sharing Plan-5---
200015$0$0-
Mixon, Valk & Jolly LLP Profit Sharing Plan-5---
199915$2,236,280$51,572$10,314iApproximate average salary by contribution assumption: employee only about $257,860 at 4% or $171,907 at 6%; with 50% employer match about $171,907 at 4% or $114,604 at 6%; with 100% employer match about $128,930 at 4% or $85,953 at 6%.
Mixon, Valk & Jolly LLP Profit Sharing Plan-5$2,236,280$51,572$10,314iApproximate average salary by contribution assumption: employee only about $257,860 at 4% or $171,907 at 6%; with 50% employer match about $171,907 at 4% or $114,604 at 6%; with 100% employer match about $128,930 at 4% or $85,953 at 6%.