Civic Intelligence

Mitch-Stuart Inc.

Plan context: Mitch-Stuart Inc. Retirement Trust

EIN 65-0602169 • Laguna Niguel, CA • 12 filings • 1 plans

29982 Ivy Glenn DriveSuite 200Laguna Niguel, CA 92677
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,251,660

2024 Contributions

$128,689

Historical Graphs

Total Assets Over Time

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

$1,251,660$625,830$0201320192024YearValue
$1,251,660Latest year 2024

Participants Over Time

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

1050201320192024YearValue
10Latest 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
2024110$1,251,660$128,689$12,869iApproximate average salary by contribution assumption: employee only about $321,723 at 4% or $214,482 at 6%; with 50% employer match about $214,482 at 4% or $142,988 at 6%; with 100% employer match about $160,861 at 4% or $107,241 at 6%.
Mitch-Stuart Inc. Retirement Trust-10$1,251,660$128,689$12,869iApproximate average salary by contribution assumption: employee only about $321,723 at 4% or $214,482 at 6%; with 50% employer match about $214,482 at 4% or $142,988 at 6%; with 100% employer match about $160,861 at 4% or $107,241 at 6%.
2023110$1,011,030$110,626$11,063iApproximate average salary by contribution assumption: employee only about $276,565 at 4% or $184,377 at 6%; with 50% employer match about $184,377 at 4% or $122,918 at 6%; with 100% employer match about $138,283 at 4% or $92,188 at 6%.
Mitch-Stuart Inc. Retirement Trust-10$1,011,030$110,626$11,063iApproximate average salary by contribution assumption: employee only about $276,565 at 4% or $184,377 at 6%; with 50% employer match about $184,377 at 4% or $122,918 at 6%; with 100% employer match about $138,283 at 4% or $92,188 at 6%.
202219$808,835$82,975$9,219iApproximate average salary by contribution assumption: employee only about $230,486 at 4% or $153,657 at 6%; with 50% employer match about $153,657 at 4% or $102,438 at 6%; with 100% employer match about $115,243 at 4% or $76,829 at 6%.
Mitch-Stuart Inc. Retirement Trust-9$808,835$82,975$9,219iApproximate average salary by contribution assumption: employee only about $230,486 at 4% or $153,657 at 6%; with 50% employer match about $153,657 at 4% or $102,438 at 6%; with 100% employer match about $115,243 at 4% or $76,829 at 6%.
202119$830,073$68,631$7,626iApproximate average salary by contribution assumption: employee only about $190,642 at 4% or $127,094 at 6%; with 50% employer match about $127,094 at 4% or $84,730 at 6%; with 100% employer match about $95,321 at 4% or $63,547 at 6%.
Mitch-Stuart Inc. Retirement Trust-9$830,073$68,631$7,626iApproximate average salary by contribution assumption: employee only about $190,642 at 4% or $127,094 at 6%; with 50% employer match about $127,094 at 4% or $84,730 at 6%; with 100% employer match about $95,321 at 4% or $63,547 at 6%.
202019$725,660$80,422$8,936iApproximate average salary by contribution assumption: employee only about $223,394 at 4% or $148,930 at 6%; with 50% employer match about $148,930 at 4% or $99,286 at 6%; with 100% employer match about $111,697 at 4% or $74,465 at 6%.
Mitch-Stuart Inc. Retirement Trust-9$725,660$80,422$8,936iApproximate average salary by contribution assumption: employee only about $223,394 at 4% or $148,930 at 6%; with 50% employer match about $148,930 at 4% or $99,286 at 6%; with 100% employer match about $111,697 at 4% or $74,465 at 6%.
201919$840,376$112,691$12,521iApproximate average salary by contribution assumption: employee only about $313,031 at 4% or $208,687 at 6%; with 50% employer match about $208,687 at 4% or $139,125 at 6%; with 100% employer match about $156,515 at 4% or $104,344 at 6%.
Mitch-Stuart Inc. Retirement Trust-9$840,376$112,691$12,521iApproximate average salary by contribution assumption: employee only about $313,031 at 4% or $208,687 at 6%; with 50% employer match about $208,687 at 4% or $139,125 at 6%; with 100% employer match about $156,515 at 4% or $104,344 at 6%.
201819$653,169$102,461$11,385iApproximate average salary by contribution assumption: employee only about $284,614 at 4% or $189,743 at 6%; with 50% employer match about $189,743 at 4% or $126,495 at 6%; with 100% employer match about $142,307 at 4% or $94,871 at 6%.
Mitch-Stuart Inc. Retirement Trust-9$653,169$102,461$11,385iApproximate average salary by contribution assumption: employee only about $284,614 at 4% or $189,743 at 6%; with 50% employer match about $189,743 at 4% or $126,495 at 6%; with 100% employer match about $142,307 at 4% or $94,871 at 6%.
201719$584,167$103,771$11,530iApproximate average salary by contribution assumption: employee only about $288,253 at 4% or $192,169 at 6%; with 50% employer match about $192,169 at 4% or $128,112 at 6%; with 100% employer match about $144,126 at 4% or $96,084 at 6%.
Mitch-Stuart Inc. Retirement Trust-9$584,167$103,771$11,530iApproximate average salary by contribution assumption: employee only about $288,253 at 4% or $192,169 at 6%; with 50% employer match about $192,169 at 4% or $128,112 at 6%; with 100% employer match about $144,126 at 4% or $96,084 at 6%.
201619$429,553$102,815$11,424iApproximate average salary by contribution assumption: employee only about $285,597 at 4% or $190,398 at 6%; with 50% employer match about $190,398 at 4% or $126,932 at 6%; with 100% employer match about $142,799 at 4% or $95,199 at 6%.
Mitch-Stuart Inc. Retirement Trust-9$429,553$102,815$11,424iApproximate average salary by contribution assumption: employee only about $285,597 at 4% or $190,398 at 6%; with 50% employer match about $190,398 at 4% or $126,932 at 6%; with 100% employer match about $142,799 at 4% or $95,199 at 6%.
201519$305,463$110,169$12,241iApproximate average salary by contribution assumption: employee only about $306,025 at 4% or $204,017 at 6%; with 50% employer match about $204,017 at 4% or $136,011 at 6%; with 100% employer match about $153,013 at 4% or $102,008 at 6%.
Mitch-Stuart Inc. Retirement Trust-9$305,463$110,169$12,241iApproximate average salary by contribution assumption: employee only about $306,025 at 4% or $204,017 at 6%; with 50% employer match about $204,017 at 4% or $136,011 at 6%; with 100% employer match about $153,013 at 4% or $102,008 at 6%.
201418$201,676$107,001$13,375iApproximate average salary by contribution assumption: employee only about $334,378 at 4% or $222,919 at 6%; with 50% employer match about $222,919 at 4% or $148,613 at 6%; with 100% employer match about $167,189 at 4% or $111,459 at 6%.
Mitch-Stuart Inc. Retirement Trust-8$201,676$107,001$13,375iApproximate average salary by contribution assumption: employee only about $334,378 at 4% or $222,919 at 6%; with 50% employer match about $222,919 at 4% or $148,613 at 6%; with 100% employer match about $167,189 at 4% or $111,459 at 6%.
201317$87,625$83,461$11,923iApproximate average salary by contribution assumption: employee only about $298,075 at 4% or $198,717 at 6%; with 50% employer match about $198,717 at 4% or $132,478 at 6%; with 100% employer match about $149,038 at 4% or $99,358 at 6%.
Mitch-Stuart Inc. Retirement Trust-7$87,625$83,461$11,923iApproximate average salary by contribution assumption: employee only about $298,075 at 4% or $198,717 at 6%; with 50% employer match about $198,717 at 4% or $132,478 at 6%; with 100% employer match about $149,038 at 4% or $99,358 at 6%.