Civic Intelligence

Shauna H. Mitchell, D.D.S.

Plan context: Shauna H. Mitchell, D.D.S. Retirement Plan and Trust

EIN 57-1193728 • Decatur, GA • 25 filings • 3 plans

3662 A Flakes Mill RoadDecatur, GA 30034-5259
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,370,216

2024 Contributions

$175,935

Historical Graphs

Total Assets Over Time

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

$2,370,216$1,185,108$0200320152024YearValue
$2,370,216Latest year 2024

Participants Over Time

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

1370200320152024YearValue
9Latest year 2024

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
202429$2,370,216$175,935$19,548iApproximate average salary by contribution assumption: employee only about $488,708 at 4% or $325,806 at 6%; with 50% employer match about $325,806 at 4% or $217,204 at 6%; with 100% employer match about $244,354 at 4% or $162,903 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-8$1,644,065$39,935$4,992iApproximate average salary by contribution assumption: employee only about $124,797 at 4% or $83,198 at 6%; with 50% employer match about $83,198 at 4% or $55,465 at 6%; with 100% employer match about $62,398 at 4% or $41,599 at 6%.
SHAUNA MITCHELL CASH BALANCE PLAN-9$726,151$136,000$15,111iApproximate average salary by contribution assumption: employee only about $377,778 at 4% or $251,852 at 6%; with 50% employer match about $251,852 at 4% or $167,901 at 6%; with 100% employer match about $188,889 at 4% or $125,926 at 6%.
2023213$1,909,066$214,848$16,527iApproximate average salary by contribution assumption: employee only about $413,169 at 4% or $275,446 at 6%; with 50% employer match about $275,446 at 4% or $183,631 at 6%; with 100% employer match about $206,585 at 4% or $137,723 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-8$1,369,300$38,872$4,859iApproximate average salary by contribution assumption: employee only about $121,475 at 4% or $80,983 at 6%; with 50% employer match about $80,983 at 4% or $53,989 at 6%; with 100% employer match about $60,738 at 4% or $40,492 at 6%.
SHAUNA MITCHELL CASH BALANCE PLAN-13$539,766$175,976$13,537iApproximate average salary by contribution assumption: employee only about $338,415 at 4% or $225,610 at 6%; with 50% employer match about $225,610 at 4% or $150,407 at 6%; with 100% employer match about $169,208 at 4% or $112,805 at 6%.
202229$1,548,784$203,904$22,656iApproximate average salary by contribution assumption: employee only about $566,400 at 4% or $377,600 at 6%; with 50% employer match about $377,600 at 4% or $251,733 at 6%; with 100% employer match about $283,200 at 4% or $188,800 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-8$1,204,677$28,233$3,529iApproximate average salary by contribution assumption: employee only about $88,228 at 4% or $58,819 at 6%; with 50% employer match about $58,819 at 4% or $39,213 at 6%; with 100% employer match about $44,114 at 4% or $29,409 at 6%.
SHAUNA MITCHELL CASH BALANCE PLAN-9$344,107$175,671$19,519iApproximate average salary by contribution assumption: employee only about $487,975 at 4% or $325,317 at 6%; with 50% employer match about $325,317 at 4% or $216,878 at 6%; with 100% employer match about $243,988 at 4% or $162,658 at 6%.
202129$1,579,247$196,170$21,797iApproximate average salary by contribution assumption: employee only about $544,917 at 4% or $363,278 at 6%; with 50% employer match about $363,278 at 4% or $242,185 at 6%; with 100% employer match about $272,458 at 4% or $181,639 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-9$1,411,247$28,170$3,130iApproximate average salary by contribution assumption: employee only about $78,250 at 4% or $52,167 at 6%; with 50% employer match about $52,167 at 4% or $34,778 at 6%; with 100% employer match about $39,125 at 4% or $26,083 at 6%.
SHAUNA MITCHELL CASH BALANCE PLAN-9$168,000$168,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
202017$1,202,533$29,230$4,176iApproximate average salary by contribution assumption: employee only about $104,393 at 4% or $69,595 at 6%; with 50% employer match about $69,595 at 4% or $46,397 at 6%; with 100% employer match about $52,196 at 4% or $34,798 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-7$1,202,533$29,230$4,176iApproximate average salary by contribution assumption: employee only about $104,393 at 4% or $69,595 at 6%; with 50% employer match about $69,595 at 4% or $46,397 at 6%; with 100% employer match about $52,196 at 4% or $34,798 at 6%.
201916$1,123,481$39,027$6,505iApproximate average salary by contribution assumption: employee only about $162,613 at 4% or $108,408 at 6%; with 50% employer match about $108,408 at 4% or $72,272 at 6%; with 100% employer match about $81,306 at 4% or $54,204 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-6$1,123,481$39,027$6,505iApproximate average salary by contribution assumption: employee only about $162,613 at 4% or $108,408 at 6%; with 50% employer match about $108,408 at 4% or $72,272 at 6%; with 100% employer match about $81,306 at 4% or $54,204 at 6%.
201816$925,876$48,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-6$925,876$48,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
201716$962,654$63,959$10,660iApproximate average salary by contribution assumption: employee only about $266,496 at 4% or $177,664 at 6%; with 50% employer match about $177,664 at 4% or $118,443 at 6%; with 100% employer match about $133,248 at 4% or $88,832 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-6$962,654$63,959$10,660iApproximate average salary by contribution assumption: employee only about $266,496 at 4% or $177,664 at 6%; with 50% employer match about $177,664 at 4% or $118,443 at 6%; with 100% employer match about $133,248 at 4% or $88,832 at 6%.
201615$826,754$64,358$12,872iApproximate average salary by contribution assumption: employee only about $321,790 at 4% or $214,527 at 6%; with 50% employer match about $214,527 at 4% or $143,018 at 6%; with 100% employer match about $160,895 at 4% or $107,263 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-5$826,754$64,358$12,872iApproximate average salary by contribution assumption: employee only about $321,790 at 4% or $214,527 at 6%; with 50% employer match about $214,527 at 4% or $143,018 at 6%; with 100% employer match about $160,895 at 4% or $107,263 at 6%.
201516$741,432$64,790$10,798iApproximate average salary by contribution assumption: employee only about $269,958 at 4% or $179,972 at 6%; with 50% employer match about $179,972 at 4% or $119,981 at 6%; with 100% employer match about $134,979 at 4% or $89,986 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-6$741,432$64,790$10,798iApproximate average salary by contribution assumption: employee only about $269,958 at 4% or $179,972 at 6%; with 50% employer match about $179,972 at 4% or $119,981 at 6%; with 100% employer match about $134,979 at 4% or $89,986 at 6%.
201414$697,125$69,761$17,440iApproximate average salary by contribution assumption: employee only about $436,006 at 4% or $290,671 at 6%; with 50% employer match about $290,671 at 4% or $193,781 at 6%; with 100% employer match about $218,003 at 4% or $145,335 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-4$697,125$69,761$17,440iApproximate average salary by contribution assumption: employee only about $436,006 at 4% or $290,671 at 6%; with 50% employer match about $290,671 at 4% or $193,781 at 6%; with 100% employer match about $218,003 at 4% or $145,335 at 6%.
201315$657,588$70,736$14,147iApproximate average salary by contribution assumption: employee only about $353,680 at 4% or $235,787 at 6%; with 50% employer match about $235,787 at 4% or $157,191 at 6%; with 100% employer match about $176,840 at 4% or $117,893 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-5$657,588$70,736$14,147iApproximate average salary by contribution assumption: employee only about $353,680 at 4% or $235,787 at 6%; with 50% employer match about $235,787 at 4% or $157,191 at 6%; with 100% employer match about $176,840 at 4% or $117,893 at 6%.
201216$576,804$44,729$7,455iApproximate average salary by contribution assumption: employee only about $186,371 at 4% or $124,247 at 6%; with 50% employer match about $124,247 at 4% or $82,831 at 6%; with 100% employer match about $93,185 at 4% or $62,124 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-6$576,804$44,729$7,455iApproximate average salary by contribution assumption: employee only about $186,371 at 4% or $124,247 at 6%; with 50% employer match about $124,247 at 4% or $82,831 at 6%; with 100% employer match about $93,185 at 4% or $62,124 at 6%.
201115$494,810$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-5$494,810$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201015$471,309$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-5$471,309$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200910$0$0-
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-----
200816$298,988$67,532$11,255iApproximate average salary by contribution assumption: employee only about $281,383 at 4% or $187,589 at 6%; with 50% employer match about $187,589 at 4% or $125,059 at 6%; with 100% employer match about $140,692 at 4% or $93,794 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-6$298,988$67,532$11,255iApproximate average salary by contribution assumption: employee only about $281,383 at 4% or $187,589 at 6%; with 50% employer match about $187,589 at 4% or $125,059 at 6%; with 100% employer match about $140,692 at 4% or $93,794 at 6%.
200717$0$0-
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-7---
200616$253,580$114,609$19,102iApproximate average salary by contribution assumption: employee only about $477,538 at 4% or $318,358 at 6%; with 50% employer match about $318,358 at 4% or $212,239 at 6%; with 100% employer match about $238,769 at 4% or $159,179 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-6$253,580$114,609$19,102iApproximate average salary by contribution assumption: employee only about $477,538 at 4% or $318,358 at 6%; with 50% employer match about $318,358 at 4% or $212,239 at 6%; with 100% employer match about $238,769 at 4% or $159,179 at 6%.
200515$125,093$55,397$11,079iApproximate average salary by contribution assumption: employee only about $276,985 at 4% or $184,657 at 6%; with 50% employer match about $184,657 at 4% or $123,104 at 6%; with 100% employer match about $138,493 at 4% or $92,328 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-5$125,093$55,397$11,079iApproximate average salary by contribution assumption: employee only about $276,985 at 4% or $184,657 at 6%; with 50% employer match about $184,657 at 4% or $123,104 at 6%; with 100% employer match about $138,493 at 4% or $92,328 at 6%.
200314$62,486$62,486$15,622iApproximate average salary by contribution assumption: employee only about $390,538 at 4% or $260,358 at 6%; with 50% employer match about $260,358 at 4% or $173,572 at 6%; with 100% employer match about $195,269 at 4% or $130,179 at 6%.
Shauna H. Mitchell, D.D.S. Retirement Plan and Trust-4$62,486$62,486$15,622iApproximate average salary by contribution assumption: employee only about $390,538 at 4% or $260,358 at 6%; with 50% employer match about $260,358 at 4% or $173,572 at 6%; with 100% employer match about $195,269 at 4% or $130,179 at 6%.
Shauna H. Mitchell, D.D.S. | EIN 57-1193728 | 2024 Form 5500 Company Profile