Civic Intelligence

Jeffrey Mitchell

Plan context: Jeffrey Mitchell 401 K Profit Sharing Plan Trust

EIN 45-5606750 • San Francisco, CA • 6 filings • 1 plans

555 California St., Ste. 4925San Francisco, CA 94104
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$73,069

2018 Contributions

$650

Historical Graphs

Total Assets Over Time

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

$75,023$37,512$0201320162018YearValue
$73,069Latest year 2018

Participants Over Time

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

210201320162018YearValue
1Latest year 2018

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
201811$73,069$650$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
Jeffrey Mitchell 401 K Profit Sharing Plan Trust-1$73,069$650$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
201711$75,023$600$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Jeffrey Mitchell 401 K Profit Sharing Plan Trust-1$75,023$600$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
201611$63,277$2,650$2,650iApproximate average salary by contribution assumption: employee only about $66,250 at 4% or $44,167 at 6%; with 50% employer match about $44,167 at 4% or $29,444 at 6%; with 100% employer match about $33,125 at 4% or $22,083 at 6%.
Jeffrey Mitchell 401 K Profit Sharing Plan Trust-1$63,277$2,650$2,650iApproximate average salary by contribution assumption: employee only about $66,250 at 4% or $44,167 at 6%; with 50% employer match about $44,167 at 4% or $29,444 at 6%; with 100% employer match about $33,125 at 4% or $22,083 at 6%.
201512$60,900$1,275$638iApproximate average salary by contribution assumption: employee only about $15,938 at 4% or $10,625 at 6%; with 50% employer match about $10,625 at 4% or $7,083 at 6%; with 100% employer match about $7,969 at 4% or $5,313 at 6%.
Jeffrey Mitchell 401 K Profit Sharing Plan Trust-2$60,900$1,275$638iApproximate average salary by contribution assumption: employee only about $15,938 at 4% or $10,625 at 6%; with 50% employer match about $10,625 at 4% or $7,083 at 6%; with 100% employer match about $7,969 at 4% or $5,313 at 6%.
201412$59,650$1,225$613iApproximate average salary by contribution assumption: employee only about $15,313 at 4% or $10,208 at 6%; with 50% employer match about $10,208 at 4% or $6,806 at 6%; with 100% employer match about $7,656 at 4% or $5,104 at 6%.
Jeffrey Mitchell 401 K Profit Sharing Plan Trust-2$59,650$1,225$613iApproximate average salary by contribution assumption: employee only about $15,313 at 4% or $10,208 at 6%; with 50% employer match about $10,208 at 4% or $6,806 at 6%; with 100% employer match about $7,656 at 4% or $5,104 at 6%.
201311$53,279$53,111$53,111iApproximate average salary by contribution assumption: employee only about $1,327,775 at 4% or $885,183 at 6%; with 50% employer match about $885,183 at 4% or $590,122 at 6%; with 100% employer match about $663,888 at 4% or $442,592 at 6%.
Jeffrey Mitchell 401 K Profit Sharing Plan Trust-1$53,279$53,111$53,111iApproximate average salary by contribution assumption: employee only about $1,327,775 at 4% or $885,183 at 6%; with 50% employer match about $885,183 at 4% or $590,122 at 6%; with 100% employer match about $663,888 at 4% or $442,592 at 6%.