Mitchell Stein Carey PC.
Plan context: Mitchell Stein Carey PC. 401(K) Profit Sharing Plan
EIN 46-2716666 • Phoenix, AZ • 11 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$5,603,935
2024 Contributions
$421,566
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 24 | $5,603,935 | $421,566 | $17,565iApproximate average salary by contribution assumption: employee only about $439,131 at 4% or $292,754 at 6%; with 50% employer match about $292,754 at 4% or $195,169 at 6%; with 100% employer match about $219,566 at 4% or $146,377 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 24 | $5,603,935 | $421,566 | $17,565iApproximate average salary by contribution assumption: employee only about $439,131 at 4% or $292,754 at 6%; with 50% employer match about $292,754 at 4% or $195,169 at 6%; with 100% employer match about $219,566 at 4% or $146,377 at 6%. |
| 2023 | 1 | 27 | $4,559,985 | $514,358 | $19,050iApproximate average salary by contribution assumption: employee only about $476,257 at 4% or $317,505 at 6%; with 50% employer match about $317,505 at 4% or $211,670 at 6%; with 100% employer match about $238,129 at 4% or $158,752 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 27 | $4,559,985 | $514,358 | $19,050iApproximate average salary by contribution assumption: employee only about $476,257 at 4% or $317,505 at 6%; with 50% employer match about $317,505 at 4% or $211,670 at 6%; with 100% employer match about $238,129 at 4% or $158,752 at 6%. |
| 2022 | 1 | 24 | $3,510,922 | $405,891 | $16,912iApproximate average salary by contribution assumption: employee only about $422,803 at 4% or $281,869 at 6%; with 50% employer match about $281,869 at 4% or $187,913 at 6%; with 100% employer match about $211,402 at 4% or $140,934 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 24 | $3,510,922 | $405,891 | $16,912iApproximate average salary by contribution assumption: employee only about $422,803 at 4% or $281,869 at 6%; with 50% employer match about $281,869 at 4% or $187,913 at 6%; with 100% employer match about $211,402 at 4% or $140,934 at 6%. |
| 2021 | 1 | 25 | $3,959,915 | $387,724 | $15,509iApproximate average salary by contribution assumption: employee only about $387,724 at 4% or $258,483 at 6%; with 50% employer match about $258,483 at 4% or $172,322 at 6%; with 100% employer match about $193,862 at 4% or $129,241 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 25 | $3,959,915 | $387,724 | $15,509iApproximate average salary by contribution assumption: employee only about $387,724 at 4% or $258,483 at 6%; with 50% employer match about $258,483 at 4% or $172,322 at 6%; with 100% employer match about $193,862 at 4% or $129,241 at 6%. |
| 2020 | 1 | 24 | $3,067,513 | $358,721 | $14,947iApproximate average salary by contribution assumption: employee only about $373,668 at 4% or $249,112 at 6%; with 50% employer match about $249,112 at 4% or $166,075 at 6%; with 100% employer match about $186,834 at 4% or $124,556 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 24 | $3,067,513 | $358,721 | $14,947iApproximate average salary by contribution assumption: employee only about $373,668 at 4% or $249,112 at 6%; with 50% employer match about $249,112 at 4% or $166,075 at 6%; with 100% employer match about $186,834 at 4% or $124,556 at 6%. |
| 2019 | 1 | 20 | $2,318,496 | $451,651 | $22,583iApproximate average salary by contribution assumption: employee only about $564,564 at 4% or $376,376 at 6%; with 50% employer match about $376,376 at 4% or $250,917 at 6%; with 100% employer match about $282,282 at 4% or $188,188 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 20 | $2,318,496 | $451,651 | $22,583iApproximate average salary by contribution assumption: employee only about $564,564 at 4% or $376,376 at 6%; with 50% employer match about $376,376 at 4% or $250,917 at 6%; with 100% employer match about $282,282 at 4% or $188,188 at 6%. |
| 2018 | 1 | 21 | $1,519,352 | $347,098 | $16,528iApproximate average salary by contribution assumption: employee only about $413,212 at 4% or $275,475 at 6%; with 50% employer match about $275,475 at 4% or $183,650 at 6%; with 100% employer match about $206,606 at 4% or $137,737 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 21 | $1,519,352 | $347,098 | $16,528iApproximate average salary by contribution assumption: employee only about $413,212 at 4% or $275,475 at 6%; with 50% employer match about $275,475 at 4% or $183,650 at 6%; with 100% employer match about $206,606 at 4% or $137,737 at 6%. |
| 2017 | 1 | 16 | $1,247,722 | $337,282 | $21,080iApproximate average salary by contribution assumption: employee only about $527,003 at 4% or $351,335 at 6%; with 50% employer match about $351,335 at 4% or $234,224 at 6%; with 100% employer match about $263,502 at 4% or $175,668 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 16 | $1,247,722 | $337,282 | $21,080iApproximate average salary by contribution assumption: employee only about $527,003 at 4% or $351,335 at 6%; with 50% employer match about $351,335 at 4% or $234,224 at 6%; with 100% employer match about $263,502 at 4% or $175,668 at 6%. |
| 2016 | 1 | 13 | $768,316 | $327,440 | $25,188iApproximate average salary by contribution assumption: employee only about $629,692 at 4% or $419,795 at 6%; with 50% employer match about $419,795 at 4% or $279,863 at 6%; with 100% employer match about $314,846 at 4% or $209,897 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 13 | $768,316 | $327,440 | $25,188iApproximate average salary by contribution assumption: employee only about $629,692 at 4% or $419,795 at 6%; with 50% employer match about $419,795 at 4% or $279,863 at 6%; with 100% employer match about $314,846 at 4% or $209,897 at 6%. |
| 2015 | 1 | 10 | $397,970 | $292,714 | $29,271iApproximate average salary by contribution assumption: employee only about $731,785 at 4% or $487,857 at 6%; with 50% employer match about $487,857 at 4% or $325,238 at 6%; with 100% employer match about $365,893 at 4% or $243,928 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 10 | $397,970 | $292,714 | $29,271iApproximate average salary by contribution assumption: employee only about $731,785 at 4% or $487,857 at 6%; with 50% employer match about $487,857 at 4% or $325,238 at 6%; with 100% employer match about $365,893 at 4% or $243,928 at 6%. |
| 2014 | 1 | 8 | $114,031 | $110,281 | $13,785iApproximate average salary by contribution assumption: employee only about $344,628 at 4% or $229,752 at 6%; with 50% employer match about $229,752 at 4% or $153,168 at 6%; with 100% employer match about $172,314 at 4% or $114,876 at 6%. |
| Mitchell Stein Carey PC. 401(K) Profit Sharing Plan | - | 8 | $114,031 | $110,281 | $13,785iApproximate average salary by contribution assumption: employee only about $344,628 at 4% or $229,752 at 6%; with 50% employer match about $229,752 at 4% or $153,168 at 6%; with 100% employer match about $172,314 at 4% or $114,876 at 6%. |