Mitchell & Associates Inc.
Plan context: Mitchell & Associates Inc 401K Plan
EIN 47-0685851 • Omaha, NE • 21 filings • 7 plans
Current Snapshot
Latest Year
2019
2019 Participants
17
2019 Assets
$1,645,981
2019 Contributions
$108,231
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $108,231 | - |
| Mitchell & Associates Inc 401K Plan | - | 0 | $0 | $108,231 | - |
| 2018 | 1 | 17 | $1,645,981 | $147,575 | $8,681iApproximate average salary by contribution assumption: employee only about $217,022 at 4% or $144,681 at 6%; with 50% employer match about $144,681 at 4% or $96,454 at 6%; with 100% employer match about $108,511 at 4% or $72,341 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 17 | $1,645,981 | $147,575 | $8,681iApproximate average salary by contribution assumption: employee only about $217,022 at 4% or $144,681 at 6%; with 50% employer match about $144,681 at 4% or $96,454 at 6%; with 100% employer match about $108,511 at 4% or $72,341 at 6%. |
| 2017 | 1 | 17 | $2,474,137 | $130,780 | $7,693iApproximate average salary by contribution assumption: employee only about $192,324 at 4% or $128,216 at 6%; with 50% employer match about $128,216 at 4% or $85,477 at 6%; with 100% employer match about $96,162 at 4% or $64,108 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 17 | $2,474,137 | $130,780 | $7,693iApproximate average salary by contribution assumption: employee only about $192,324 at 4% or $128,216 at 6%; with 50% employer match about $128,216 at 4% or $85,477 at 6%; with 100% employer match about $96,162 at 4% or $64,108 at 6%. |
| 2016 | 1 | 17 | $2,106,044 | $105,666 | $6,216iApproximate average salary by contribution assumption: employee only about $155,391 at 4% or $103,594 at 6%; with 50% employer match about $103,594 at 4% or $69,063 at 6%; with 100% employer match about $77,696 at 4% or $51,797 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 17 | $2,106,044 | $105,666 | $6,216iApproximate average salary by contribution assumption: employee only about $155,391 at 4% or $103,594 at 6%; with 50% employer match about $103,594 at 4% or $69,063 at 6%; with 100% employer match about $77,696 at 4% or $51,797 at 6%. |
| 2015 | 1 | 17 | $2,088,887 | $102,185 | $6,011iApproximate average salary by contribution assumption: employee only about $150,272 at 4% or $100,181 at 6%; with 50% employer match about $100,181 at 4% or $66,788 at 6%; with 100% employer match about $75,136 at 4% or $50,091 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 17 | $2,088,887 | $102,185 | $6,011iApproximate average salary by contribution assumption: employee only about $150,272 at 4% or $100,181 at 6%; with 50% employer match about $100,181 at 4% or $66,788 at 6%; with 100% employer match about $75,136 at 4% or $50,091 at 6%. |
| 2014 | 1 | 21 | $2,057,090 | $90,037 | $4,287iApproximate average salary by contribution assumption: employee only about $107,187 at 4% or $71,458 at 6%; with 50% employer match about $71,458 at 4% or $47,639 at 6%; with 100% employer match about $53,593 at 4% or $35,729 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 21 | $2,057,090 | $90,037 | $4,287iApproximate average salary by contribution assumption: employee only about $107,187 at 4% or $71,458 at 6%; with 50% employer match about $71,458 at 4% or $47,639 at 6%; with 100% employer match about $53,593 at 4% or $35,729 at 6%. |
| 2013 | 1 | 19 | $1,899,411 | $82,624 | $4,349iApproximate average salary by contribution assumption: employee only about $108,716 at 4% or $72,477 at 6%; with 50% employer match about $72,477 at 4% or $48,318 at 6%; with 100% employer match about $54,358 at 4% or $36,239 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 19 | $1,899,411 | $82,624 | $4,349iApproximate average salary by contribution assumption: employee only about $108,716 at 4% or $72,477 at 6%; with 50% employer match about $72,477 at 4% or $48,318 at 6%; with 100% employer match about $54,358 at 4% or $36,239 at 6%. |
| 2012 | 1 | 17 | $1,783,045 | $79,687 | $4,687iApproximate average salary by contribution assumption: employee only about $117,187 at 4% or $78,125 at 6%; with 50% employer match about $78,125 at 4% or $52,083 at 6%; with 100% employer match about $58,593 at 4% or $39,062 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 17 | $1,783,045 | $79,687 | $4,687iApproximate average salary by contribution assumption: employee only about $117,187 at 4% or $78,125 at 6%; with 50% employer match about $78,125 at 4% or $52,083 at 6%; with 100% employer match about $58,593 at 4% or $39,062 at 6%. |
| 2011 | 1 | 19 | $1,819,556 | $42,725 | $2,249iApproximate average salary by contribution assumption: employee only about $56,217 at 4% or $37,478 at 6%; with 50% employer match about $37,478 at 4% or $24,985 at 6%; with 100% employer match about $28,109 at 4% or $18,739 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 19 | $1,819,556 | $42,725 | $2,249iApproximate average salary by contribution assumption: employee only about $56,217 at 4% or $37,478 at 6%; with 50% employer match about $37,478 at 4% or $24,985 at 6%; with 100% employer match about $28,109 at 4% or $18,739 at 6%. |
| 2010 | 1 | 20 | $1,841,687 | $95,379 | $4,769iApproximate average salary by contribution assumption: employee only about $119,224 at 4% or $79,483 at 6%; with 50% employer match about $79,483 at 4% or $52,988 at 6%; with 100% employer match about $59,612 at 4% or $39,741 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 20 | $1,841,687 | $95,379 | $4,769iApproximate average salary by contribution assumption: employee only about $119,224 at 4% or $79,483 at 6%; with 50% employer match about $79,483 at 4% or $52,988 at 6%; with 100% employer match about $59,612 at 4% or $39,741 at 6%. |
| 2009 | 1 | 20 | $1,498,559 | $96,678 | $4,834iApproximate average salary by contribution assumption: employee only about $120,847 at 4% or $80,565 at 6%; with 50% employer match about $80,565 at 4% or $53,710 at 6%; with 100% employer match about $60,424 at 4% or $40,283 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 20 | $1,498,559 | $96,678 | $4,834iApproximate average salary by contribution assumption: employee only about $120,847 at 4% or $80,565 at 6%; with 50% employer match about $80,565 at 4% or $53,710 at 6%; with 100% employer match about $60,424 at 4% or $40,283 at 6%. |
| 2008 | 1 | 18 | $0 | $0 | - |
| Mitchell & Associates Inc 401K Plan | - | 18 | - | - | - |
| 2007 | 1 | 17 | $0 | $0 | - |
| Mitchell & Associates Inc 401K Plan | - | 17 | - | - | - |
| 2006 | 1 | 16 | $1,526,559 | $186,193 | $11,637iApproximate average salary by contribution assumption: employee only about $290,927 at 4% or $193,951 at 6%; with 50% employer match about $193,951 at 4% or $129,301 at 6%; with 100% employer match about $145,463 at 4% or $96,976 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 16 | $1,526,559 | $186,193 | $11,637iApproximate average salary by contribution assumption: employee only about $290,927 at 4% or $193,951 at 6%; with 50% employer match about $193,951 at 4% or $129,301 at 6%; with 100% employer match about $145,463 at 4% or $96,976 at 6%. |
| 2005 | 1 | 16 | $1,171,952 | $174,900 | $10,931iApproximate average salary by contribution assumption: employee only about $273,281 at 4% or $182,188 at 6%; with 50% employer match about $182,188 at 4% or $121,458 at 6%; with 100% employer match about $136,641 at 4% or $91,094 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 16 | $1,171,952 | $174,900 | $10,931iApproximate average salary by contribution assumption: employee only about $273,281 at 4% or $182,188 at 6%; with 50% employer match about $182,188 at 4% or $121,458 at 6%; with 100% employer match about $136,641 at 4% or $91,094 at 6%. |
| 2004 | 1 | 18 | $1,076,847 | $149,462 | $8,303iApproximate average salary by contribution assumption: employee only about $207,586 at 4% or $138,391 at 6%; with 50% employer match about $138,391 at 4% or $92,260 at 6%; with 100% employer match about $103,793 at 4% or $69,195 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 18 | $1,076,847 | $149,462 | $8,303iApproximate average salary by contribution assumption: employee only about $207,586 at 4% or $138,391 at 6%; with 50% employer match about $138,391 at 4% or $92,260 at 6%; with 100% employer match about $103,793 at 4% or $69,195 at 6%. |
| 2003 | 1 | 18 | $794,869 | $143,878 | $7,993iApproximate average salary by contribution assumption: employee only about $199,831 at 4% or $133,220 at 6%; with 50% employer match about $133,220 at 4% or $88,814 at 6%; with 100% employer match about $99,915 at 4% or $66,610 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 18 | $794,869 | $143,878 | $7,993iApproximate average salary by contribution assumption: employee only about $199,831 at 4% or $133,220 at 6%; with 50% employer match about $133,220 at 4% or $88,814 at 6%; with 100% employer match about $99,915 at 4% or $66,610 at 6%. |
| 2002 | 1 | 16 | $601,647 | $130,342 | $8,146iApproximate average salary by contribution assumption: employee only about $203,659 at 4% or $135,773 at 6%; with 50% employer match about $135,773 at 4% or $90,515 at 6%; with 100% employer match about $101,830 at 4% or $67,886 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 16 | $601,647 | $130,342 | $8,146iApproximate average salary by contribution assumption: employee only about $203,659 at 4% or $135,773 at 6%; with 50% employer match about $135,773 at 4% or $90,515 at 6%; with 100% employer match about $101,830 at 4% or $67,886 at 6%. |
| 2001 | 1 | 16 | $0 | $0 | - |
| Mitchell & Associates Inc 401K Plan | - | 16 | - | - | - |
| 2000 | 1 | 16 | $0 | $0 | - |
| Mitchell & Associates Inc 401K Plan | - | 16 | - | - | - |
| 1999 | 1 | 13 | $546,199 | $86,794 | $6,676iApproximate average salary by contribution assumption: employee only about $166,912 at 4% or $111,274 at 6%; with 50% employer match about $111,274 at 4% or $74,183 at 6%; with 100% employer match about $83,456 at 4% or $55,637 at 6%. |
| Mitchell & Associates Inc 401K Plan | - | 13 | $546,199 | $86,794 | $6,676iApproximate average salary by contribution assumption: employee only about $166,912 at 4% or $111,274 at 6%; with 50% employer match about $111,274 at 4% or $74,183 at 6%; with 100% employer match about $83,456 at 4% or $55,637 at 6%. |