Civic Intelligence

Robert W Mitchell III CPA PC

Plan context: Robert W Mitchell III CPA PC Profit Sharing Plan

EIN 54-2033814 • Vienna, VA • 24 filings • 2 plans

124 Park Street, S.e. #201Vienna, VA 22180-4654
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$1,884,707

2021 Contributions

$219,953

Historical Graphs

Total Assets Over Time

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

$2,515,871$1,257,936$0200320132021YearValue
$1,884,707Latest year 2021

Participants Over Time

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

530200320122020YearValue
2Latest year 2020

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
202110$1,884,707$0-
Robert W Mitchell III CPA PC Profit Sharing Plan-0$1,884,707--
202022$2,515,871$219,953$109,977iApproximate average salary by contribution assumption: employee only about $2,749,413 at 4% or $1,832,942 at 6%; with 50% employer match about $1,832,942 at 4% or $1,221,961 at 6%; with 100% employer match about $1,374,706 at 4% or $916,471 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-0$1,596,864$44,953-
ROBERT W. MITCHELL, III., CPA, PC CASH BALANCE PLAN-2$919,007$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
201921$1,912,153$166,800$166,800iApproximate average salary by contribution assumption: employee only about $4,170,000 at 4% or $2,780,000 at 6%; with 50% employer match about $2,780,000 at 4% or $1,853,333 at 6%; with 100% employer match about $2,085,000 at 4% or $1,390,000 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-1$1,336,445$41,800$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
ROBERT W. MITCHELL, III., CPA, PC CASH BALANCE PLAN-1$575,708$125,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
201821$1,420,306$166,683$166,683iApproximate average salary by contribution assumption: employee only about $4,167,075 at 4% or $2,778,050 at 6%; with 50% employer match about $2,778,050 at 4% or $1,852,033 at 6%; with 100% employer match about $2,083,538 at 4% or $1,389,025 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-1$1,051,192$41,498$41,498iApproximate average salary by contribution assumption: employee only about $1,037,450 at 4% or $691,633 at 6%; with 50% employer match about $691,633 at 4% or $461,089 at 6%; with 100% employer match about $518,725 at 4% or $345,817 at 6%.
ROBERT W. MITCHELL, III., CPA, PC CASH BALANCE PLAN-1$369,114$125,185$125,185iApproximate average salary by contribution assumption: employee only about $3,129,625 at 4% or $2,086,417 at 6%; with 50% employer match about $2,086,417 at 4% or $1,390,944 at 6%; with 100% employer match about $1,564,813 at 4% or $1,043,208 at 6%.
201725$1,479,566$201,605$40,321iApproximate average salary by contribution assumption: employee only about $1,008,025 at 4% or $672,017 at 6%; with 50% employer match about $672,017 at 4% or $448,011 at 6%; with 100% employer match about $504,013 at 4% or $336,008 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-5$1,194,778$44,389$8,878iApproximate average salary by contribution assumption: employee only about $221,945 at 4% or $147,963 at 6%; with 50% employer match about $147,963 at 4% or $98,642 at 6%; with 100% employer match about $110,972 at 4% or $73,982 at 6%.
ROBERT W. MITCHELL, III., CPA, PC CASH BALANCE PLAN-4$284,788$157,216$39,304iApproximate average salary by contribution assumption: employee only about $982,600 at 4% or $655,067 at 6%; with 50% employer match about $655,067 at 4% or $436,711 at 6%; with 100% employer match about $491,300 at 4% or $327,533 at 6%.
201625$1,124,920$170,152$34,030iApproximate average salary by contribution assumption: employee only about $850,760 at 4% or $567,173 at 6%; with 50% employer match about $567,173 at 4% or $378,116 at 6%; with 100% employer match about $425,380 at 4% or $283,587 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-5$996,868$42,100$8,420iApproximate average salary by contribution assumption: employee only about $210,500 at 4% or $140,333 at 6%; with 50% employer match about $140,333 at 4% or $93,556 at 6%; with 100% employer match about $105,250 at 4% or $70,167 at 6%.
ROBERT W. MITCHELL, III., CPA, PC CASH BALANCE PLAN-5$128,052$128,052$25,610iApproximate average salary by contribution assumption: employee only about $640,260 at 4% or $426,840 at 6%; with 50% employer match about $426,840 at 4% or $284,560 at 6%; with 100% employer match about $320,130 at 4% or $213,420 at 6%.
201514$847,042$64,381$16,095iApproximate average salary by contribution assumption: employee only about $402,381 at 4% or $268,254 at 6%; with 50% employer match about $268,254 at 4% or $178,836 at 6%; with 100% employer match about $201,191 at 4% or $134,127 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-4$847,042$64,381$16,095iApproximate average salary by contribution assumption: employee only about $402,381 at 4% or $268,254 at 6%; with 50% employer match about $268,254 at 4% or $178,836 at 6%; with 100% employer match about $201,191 at 4% or $134,127 at 6%.
201414$896,110$55,696$13,924iApproximate average salary by contribution assumption: employee only about $348,100 at 4% or $232,067 at 6%; with 50% employer match about $232,067 at 4% or $154,711 at 6%; with 100% employer match about $174,050 at 4% or $116,033 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-4$896,110$55,696$13,924iApproximate average salary by contribution assumption: employee only about $348,100 at 4% or $232,067 at 6%; with 50% employer match about $232,067 at 4% or $154,711 at 6%; with 100% employer match about $174,050 at 4% or $116,033 at 6%.
201314$816,517$54,629$13,657iApproximate average salary by contribution assumption: employee only about $341,431 at 4% or $227,621 at 6%; with 50% employer match about $227,621 at 4% or $151,747 at 6%; with 100% employer match about $170,716 at 4% or $113,810 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-4$816,517$54,629$13,657iApproximate average salary by contribution assumption: employee only about $341,431 at 4% or $227,621 at 6%; with 50% employer match about $227,621 at 4% or $151,747 at 6%; with 100% employer match about $170,716 at 4% or $113,810 at 6%.
201215$639,933$56,378$11,276iApproximate average salary by contribution assumption: employee only about $281,890 at 4% or $187,927 at 6%; with 50% employer match about $187,927 at 4% or $125,284 at 6%; with 100% employer match about $140,945 at 4% or $93,963 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-5$639,933$56,378$11,276iApproximate average salary by contribution assumption: employee only about $281,890 at 4% or $187,927 at 6%; with 50% employer match about $187,927 at 4% or $125,284 at 6%; with 100% employer match about $140,945 at 4% or $93,963 at 6%.
201115$517,341$57,532$11,506iApproximate average salary by contribution assumption: employee only about $287,660 at 4% or $191,773 at 6%; with 50% employer match about $191,773 at 4% or $127,849 at 6%; with 100% employer match about $143,830 at 4% or $95,887 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-5$517,341$57,532$11,506iApproximate average salary by contribution assumption: employee only about $287,660 at 4% or $191,773 at 6%; with 50% employer match about $191,773 at 4% or $127,849 at 6%; with 100% employer match about $143,830 at 4% or $95,887 at 6%.
201015$466,676$57,013$11,403iApproximate average salary by contribution assumption: employee only about $285,065 at 4% or $190,043 at 6%; with 50% employer match about $190,043 at 4% or $126,696 at 6%; with 100% employer match about $142,533 at 4% or $95,022 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-5$466,676$57,013$11,403iApproximate average salary by contribution assumption: employee only about $285,065 at 4% or $190,043 at 6%; with 50% employer match about $190,043 at 4% or $126,696 at 6%; with 100% employer match about $142,533 at 4% or $95,022 at 6%.
200913$374,013$49,344$16,448iApproximate average salary by contribution assumption: employee only about $411,200 at 4% or $274,133 at 6%; with 50% employer match about $274,133 at 4% or $182,756 at 6%; with 100% employer match about $205,600 at 4% or $137,067 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-3$374,013$49,344$16,448iApproximate average salary by contribution assumption: employee only about $411,200 at 4% or $274,133 at 6%; with 50% employer match about $274,133 at 4% or $182,756 at 6%; with 100% employer match about $205,600 at 4% or $137,067 at 6%.
200812$270,033$54,888$27,444iApproximate average salary by contribution assumption: employee only about $686,100 at 4% or $457,400 at 6%; with 50% employer match about $457,400 at 4% or $304,933 at 6%; with 100% employer match about $343,050 at 4% or $228,700 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-2$270,033$54,888$27,444iApproximate average salary by contribution assumption: employee only about $686,100 at 4% or $457,400 at 6%; with 50% employer match about $457,400 at 4% or $304,933 at 6%; with 100% employer match about $343,050 at 4% or $228,700 at 6%.
200713$0$0-
Robert W Mitchell III CPA PC Profit Sharing Plan-3---
200614$265,781$55,657$13,914iApproximate average salary by contribution assumption: employee only about $347,856 at 4% or $231,904 at 6%; with 50% employer match about $231,904 at 4% or $154,603 at 6%; with 100% employer match about $173,928 at 4% or $115,952 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-4$265,781$55,657$13,914iApproximate average salary by contribution assumption: employee only about $347,856 at 4% or $231,904 at 6%; with 50% employer match about $231,904 at 4% or $154,603 at 6%; with 100% employer match about $173,928 at 4% or $115,952 at 6%.
200513$186,226$46,250$15,417iApproximate average salary by contribution assumption: employee only about $385,417 at 4% or $256,944 at 6%; with 50% employer match about $256,944 at 4% or $171,296 at 6%; with 100% employer match about $192,708 at 4% or $128,472 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-3$186,226$46,250$15,417iApproximate average salary by contribution assumption: employee only about $385,417 at 4% or $256,944 at 6%; with 50% employer match about $256,944 at 4% or $171,296 at 6%; with 100% employer match about $192,708 at 4% or $128,472 at 6%.
200412$131,556$41,600$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-2$131,556$41,600$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
200313$79,678$45,452$15,151iApproximate average salary by contribution assumption: employee only about $378,767 at 4% or $252,511 at 6%; with 50% employer match about $252,511 at 4% or $168,341 at 6%; with 100% employer match about $189,383 at 4% or $126,256 at 6%.
Robert W Mitchell III CPA PC Profit Sharing Plan-3$79,678$45,452$15,151iApproximate average salary by contribution assumption: employee only about $378,767 at 4% or $252,511 at 6%; with 50% employer match about $252,511 at 4% or $168,341 at 6%; with 100% employer match about $189,383 at 4% or $126,256 at 6%.