DAVID R MITCHELL & ASSOCIATES
Plan context: DAVID R MITCHELL & ASSOCIATES 401K PLAN
EIN 58-2223446 • Atlanta, GA • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
69
2025 Assets
$2,019,120
2025 Contributions
$382,533
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 69 | $2,019,120 | $382,533 | $5,544iApproximate average salary by contribution assumption: employee only about $138,599 at 4% or $92,399 at 6%; with 50% employer match about $92,399 at 4% or $61,600 at 6%; with 100% employer match about $69,299 at 4% or $46,200 at 6%. |
| DAVID R MITCHELL & ASSOCIATES 401K PLAN | - | 69 | $2,019,120 | $382,533 | $5,544iApproximate average salary by contribution assumption: employee only about $138,599 at 4% or $92,399 at 6%; with 50% employer match about $92,399 at 4% or $61,600 at 6%; with 100% employer match about $69,299 at 4% or $46,200 at 6%. |
| 2024 | 1 | 67 | $1,666,309 | $385,911 | $5,760iApproximate average salary by contribution assumption: employee only about $143,997 at 4% or $95,998 at 6%; with 50% employer match about $95,998 at 4% or $63,999 at 6%; with 100% employer match about $71,998 at 4% or $47,999 at 6%. |
| DAVID R MITCHELL & ASSOCIATES 401K PLAN | - | 67 | $1,666,309 | $385,911 | $5,760iApproximate average salary by contribution assumption: employee only about $143,997 at 4% or $95,998 at 6%; with 50% employer match about $95,998 at 4% or $63,999 at 6%; with 100% employer match about $71,998 at 4% or $47,999 at 6%. |
| 2023 | 1 | 59 | $1,288,821 | $327,531 | $5,551iApproximate average salary by contribution assumption: employee only about $138,784 at 4% or $92,523 at 6%; with 50% employer match about $92,523 at 4% or $61,682 at 6%; with 100% employer match about $69,392 at 4% or $46,261 at 6%. |
| DAVID R MITCHELL & ASSOCIATES 401K PLAN | - | 59 | $1,288,821 | $327,531 | $5,551iApproximate average salary by contribution assumption: employee only about $138,784 at 4% or $92,523 at 6%; with 50% employer match about $92,523 at 4% or $61,682 at 6%; with 100% employer match about $69,392 at 4% or $46,261 at 6%. |
| 2022 | 1 | 58 | $985,392 | $352,991 | $6,086iApproximate average salary by contribution assumption: employee only about $152,151 at 4% or $101,434 at 6%; with 50% employer match about $101,434 at 4% or $67,623 at 6%; with 100% employer match about $76,076 at 4% or $50,717 at 6%. |
| DAVID R MITCHELL & ASSOCIATES 401K PLAN | - | 58 | $985,392 | $352,991 | $6,086iApproximate average salary by contribution assumption: employee only about $152,151 at 4% or $101,434 at 6%; with 50% employer match about $101,434 at 4% or $67,623 at 6%; with 100% employer match about $76,076 at 4% or $50,717 at 6%. |
| 2021 | 1 | 49 | $938,449 | $401,813 | $8,200iApproximate average salary by contribution assumption: employee only about $205,007 at 4% or $136,671 at 6%; with 50% employer match about $136,671 at 4% or $91,114 at 6%; with 100% employer match about $102,503 at 4% or $68,336 at 6%. |
| DAVID R MITCHELL & ASSOCIATES 401K PLAN | - | 49 | $938,449 | $401,813 | $8,200iApproximate average salary by contribution assumption: employee only about $205,007 at 4% or $136,671 at 6%; with 50% employer match about $136,671 at 4% or $91,114 at 6%; with 100% employer match about $102,503 at 4% or $68,336 at 6%. |
| 2020 | 1 | 42 | $499,440 | $242,334 | $5,770iApproximate average salary by contribution assumption: employee only about $144,246 at 4% or $96,164 at 6%; with 50% employer match about $96,164 at 4% or $64,110 at 6%; with 100% employer match about $72,123 at 4% or $48,082 at 6%. |
| DAVID R MITCHELL & ASSOCIATES 401K PLAN | - | 42 | $499,440 | $242,334 | $5,770iApproximate average salary by contribution assumption: employee only about $144,246 at 4% or $96,164 at 6%; with 50% employer match about $96,164 at 4% or $64,110 at 6%; with 100% employer match about $72,123 at 4% or $48,082 at 6%. |
| 2019 | 1 | 29 | $211,069 | $200,245 | $6,905iApproximate average salary by contribution assumption: employee only about $172,625 at 4% or $115,083 at 6%; with 50% employer match about $115,083 at 4% or $76,722 at 6%; with 100% employer match about $86,313 at 4% or $57,542 at 6%. |
| DAVID R MITCHELL & ASSOCIATES 401K PLAN | - | 29 | $211,069 | $200,245 | $6,905iApproximate average salary by contribution assumption: employee only about $172,625 at 4% or $115,083 at 6%; with 50% employer match about $115,083 at 4% or $76,722 at 6%; with 100% employer match about $86,313 at 4% or $57,542 at 6%. |
| 2018 | 1 | 0 | $0 | $0 | - |
| DAVID R MITCHELL & ASSOCIATES 401K PLAN | - | 0 | $0 | $0 | - |