Civic Intelligence

Mitchell Financial Group LLC

Plan context: Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust

EIN 46-3035093 • Baton Rouge, LA • 11 filings • 2 plans

4720 Bluebonnet Blvd Ste ABaton Rouge, LA 70809-9634
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,140,485

2025 Contributions

$70,119

Historical Graphs

Total Assets Over Time

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

$1,140,485$570,243$0201620212025YearValue
$1,140,485Latest year 2025

Participants Over Time

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

630201620212025YearValue
6Latest year 2025

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
202516$1,140,485$70,119$11,687iApproximate average salary by contribution assumption: employee only about $292,163 at 4% or $194,775 at 6%; with 50% employer match about $194,775 at 4% or $129,850 at 6%; with 100% employer match about $146,081 at 4% or $97,388 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-6$1,140,485$70,119$11,687iApproximate average salary by contribution assumption: employee only about $292,163 at 4% or $194,775 at 6%; with 50% employer match about $194,775 at 4% or $129,850 at 6%; with 100% employer match about $146,081 at 4% or $97,388 at 6%.
202416$908,863$65,649$10,942iApproximate average salary by contribution assumption: employee only about $273,538 at 4% or $182,358 at 6%; with 50% employer match about $182,358 at 4% or $121,572 at 6%; with 100% employer match about $136,769 at 4% or $91,179 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-6$908,863$65,649$10,942iApproximate average salary by contribution assumption: employee only about $273,538 at 4% or $182,358 at 6%; with 50% employer match about $182,358 at 4% or $121,572 at 6%; with 100% employer match about $136,769 at 4% or $91,179 at 6%.
202315$711,096$58,927$11,785iApproximate average salary by contribution assumption: employee only about $294,635 at 4% or $196,423 at 6%; with 50% employer match about $196,423 at 4% or $130,949 at 6%; with 100% employer match about $147,318 at 4% or $98,212 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-5$711,096$58,927$11,785iApproximate average salary by contribution assumption: employee only about $294,635 at 4% or $196,423 at 6%; with 50% employer match about $196,423 at 4% or $130,949 at 6%; with 100% employer match about $147,318 at 4% or $98,212 at 6%.
202216$525,400$55,181$9,197iApproximate average salary by contribution assumption: employee only about $229,921 at 4% or $153,281 at 6%; with 50% employer match about $153,281 at 4% or $102,187 at 6%; with 100% employer match about $114,960 at 4% or $76,640 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-6$525,400$55,181$9,197iApproximate average salary by contribution assumption: employee only about $229,921 at 4% or $153,281 at 6%; with 50% employer match about $153,281 at 4% or $102,187 at 6%; with 100% employer match about $114,960 at 4% or $76,640 at 6%.
202114$563,902$49,572$12,393iApproximate average salary by contribution assumption: employee only about $309,825 at 4% or $206,550 at 6%; with 50% employer match about $206,550 at 4% or $137,700 at 6%; with 100% employer match about $154,913 at 4% or $103,275 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$563,902$49,572$12,393iApproximate average salary by contribution assumption: employee only about $309,825 at 4% or $206,550 at 6%; with 50% employer match about $206,550 at 4% or $137,700 at 6%; with 100% employer match about $154,913 at 4% or $103,275 at 6%.
202013$412,964$49,078$16,359iApproximate average salary by contribution assumption: employee only about $408,983 at 4% or $272,656 at 6%; with 50% employer match about $272,656 at 4% or $181,770 at 6%; with 100% employer match about $204,492 at 4% or $136,328 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-3$412,964$49,078$16,359iApproximate average salary by contribution assumption: employee only about $408,983 at 4% or $272,656 at 6%; with 50% employer match about $272,656 at 4% or $181,770 at 6%; with 100% employer match about $204,492 at 4% or $136,328 at 6%.
201925$303,807$107,819$21,564iApproximate average salary by contribution assumption: employee only about $539,095 at 4% or $359,397 at 6%; with 50% employer match about $359,397 at 4% or $239,598 at 6%; with 100% employer match about $269,548 at 4% or $179,698 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$296,834$60,043$15,011iApproximate average salary by contribution assumption: employee only about $375,269 at 4% or $250,179 at 6%; with 50% employer match about $250,179 at 4% or $166,786 at 6%; with 100% employer match about $187,634 at 4% or $125,090 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-5$6,973$47,776$9,555iApproximate average salary by contribution assumption: employee only about $238,880 at 4% or $159,253 at 6%; with 50% employer match about $159,253 at 4% or $106,169 at 6%; with 100% employer match about $119,440 at 4% or $79,627 at 6%.
201813$179,884$84,646$28,215iApproximate average salary by contribution assumption: employee only about $705,383 at 4% or $470,256 at 6%; with 50% employer match about $470,256 at 4% or $313,504 at 6%; with 100% employer match about $352,692 at 4% or $235,128 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-3$179,884$84,646$28,215iApproximate average salary by contribution assumption: employee only about $705,383 at 4% or $470,256 at 6%; with 50% employer match about $470,256 at 4% or $313,504 at 6%; with 100% employer match about $352,692 at 4% or $235,128 at 6%.
201712$109,495$55,500$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-2$109,495$55,500$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
201612$37,113$35,127$17,564iApproximate average salary by contribution assumption: employee only about $439,088 at 4% or $292,725 at 6%; with 50% employer match about $292,725 at 4% or $195,150 at 6%; with 100% employer match about $219,544 at 4% or $146,363 at 6%.
Mitchell Financial Group LLC 401(K) Profit Sharing Plan & Trust-2$37,113$35,127$17,564iApproximate average salary by contribution assumption: employee only about $439,088 at 4% or $292,725 at 6%; with 50% employer match about $292,725 at 4% or $195,150 at 6%; with 100% employer match about $219,544 at 4% or $146,363 at 6%.