Civic Intelligence

William R. Mitchell Inc.

Plan context: William R. Mitchell Inc. 401(K) Profit Sharing Plan

EIN 75-3062776 • Irvine, CA • 13 filings • 1 plans

2 Park PlazaSuite 850Irvine, CA 92614
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$381,007

2024 Contributions

$34,705

Historical Graphs

Total Assets Over Time

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

$381,007$190,504$0201220182024YearValue
$381,007Latest year 2024

Participants Over Time

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

320201220182024YearValue
3Latest 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
202413$381,007$34,705$11,568iApproximate average salary by contribution assumption: employee only about $289,208 at 4% or $192,806 at 6%; with 50% employer match about $192,806 at 4% or $128,537 at 6%; with 100% employer match about $144,604 at 4% or $96,403 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-3$381,007$34,705$11,568iApproximate average salary by contribution assumption: employee only about $289,208 at 4% or $192,806 at 6%; with 50% employer match about $192,806 at 4% or $128,537 at 6%; with 100% employer match about $144,604 at 4% or $96,403 at 6%.
202313$330,402$17,155$5,718iApproximate average salary by contribution assumption: employee only about $142,958 at 4% or $95,306 at 6%; with 50% employer match about $95,306 at 4% or $63,537 at 6%; with 100% employer match about $71,479 at 4% or $47,653 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-3$330,402$17,155$5,718iApproximate average salary by contribution assumption: employee only about $142,958 at 4% or $95,306 at 6%; with 50% employer match about $95,306 at 4% or $63,537 at 6%; with 100% employer match about $71,479 at 4% or $47,653 at 6%.
202213$302,065$17,155$5,718iApproximate average salary by contribution assumption: employee only about $142,958 at 4% or $95,306 at 6%; with 50% employer match about $95,306 at 4% or $63,537 at 6%; with 100% employer match about $71,479 at 4% or $47,653 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-3$302,065$17,155$5,718iApproximate average salary by contribution assumption: employee only about $142,958 at 4% or $95,306 at 6%; with 50% employer match about $95,306 at 4% or $63,537 at 6%; with 100% employer match about $71,479 at 4% or $47,653 at 6%.
202113$303,743$23,525$7,842iApproximate average salary by contribution assumption: employee only about $196,042 at 4% or $130,694 at 6%; with 50% employer match about $130,694 at 4% or $87,130 at 6%; with 100% employer match about $98,021 at 4% or $65,347 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-3$303,743$23,525$7,842iApproximate average salary by contribution assumption: employee only about $196,042 at 4% or $130,694 at 6%; with 50% employer match about $130,694 at 4% or $87,130 at 6%; with 100% employer match about $98,021 at 4% or $65,347 at 6%.
202013$267,025$31,091$10,364iApproximate average salary by contribution assumption: employee only about $259,092 at 4% or $172,728 at 6%; with 50% employer match about $172,728 at 4% or $115,152 at 6%; with 100% employer match about $129,546 at 4% or $86,364 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-3$267,025$31,091$10,364iApproximate average salary by contribution assumption: employee only about $259,092 at 4% or $172,728 at 6%; with 50% employer match about $172,728 at 4% or $115,152 at 6%; with 100% employer match about $129,546 at 4% or $86,364 at 6%.
201912$235,914$27,123$13,562iApproximate average salary by contribution assumption: employee only about $339,038 at 4% or $226,025 at 6%; with 50% employer match about $226,025 at 4% or $150,683 at 6%; with 100% employer match about $169,519 at 4% or $113,013 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-2$235,914$27,123$13,562iApproximate average salary by contribution assumption: employee only about $339,038 at 4% or $226,025 at 6%; with 50% employer match about $226,025 at 4% or $150,683 at 6%; with 100% employer match about $169,519 at 4% or $113,013 at 6%.
201812$197,697$27,110$13,555iApproximate average salary by contribution assumption: employee only about $338,875 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,611 at 6%; with 100% employer match about $169,438 at 4% or $112,958 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-2$197,697$27,110$13,555iApproximate average salary by contribution assumption: employee only about $338,875 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,611 at 6%; with 100% employer match about $169,438 at 4% or $112,958 at 6%.
201712$170,101$91,459$45,730iApproximate average salary by contribution assumption: employee only about $1,143,238 at 4% or $762,158 at 6%; with 50% employer match about $762,158 at 4% or $508,106 at 6%; with 100% employer match about $571,619 at 4% or $381,079 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-2$170,101$91,459$45,730iApproximate average salary by contribution assumption: employee only about $1,143,238 at 4% or $762,158 at 6%; with 50% employer match about $762,158 at 4% or $508,106 at 6%; with 100% employer match about $571,619 at 4% or $381,079 at 6%.
201612$195,873$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-2$195,873$53,000$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
201512$145,455$44,129$22,065iApproximate average salary by contribution assumption: employee only about $551,613 at 4% or $367,742 at 6%; with 50% employer match about $367,742 at 4% or $245,161 at 6%; with 100% employer match about $275,806 at 4% or $183,871 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-2$145,455$44,129$22,065iApproximate average salary by contribution assumption: employee only about $551,613 at 4% or $367,742 at 6%; with 50% employer match about $367,742 at 4% or $245,161 at 6%; with 100% employer match about $275,806 at 4% or $183,871 at 6%.
201412$105,640$28,048$14,024iApproximate average salary by contribution assumption: employee only about $350,600 at 4% or $233,733 at 6%; with 50% employer match about $233,733 at 4% or $155,822 at 6%; with 100% employer match about $175,300 at 4% or $116,867 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-2$105,640$28,048$14,024iApproximate average salary by contribution assumption: employee only about $350,600 at 4% or $233,733 at 6%; with 50% employer match about $233,733 at 4% or $155,822 at 6%; with 100% employer match about $175,300 at 4% or $116,867 at 6%.
201312$82,319$25,156$12,578iApproximate average salary by contribution assumption: employee only about $314,450 at 4% or $209,633 at 6%; with 50% employer match about $209,633 at 4% or $139,756 at 6%; with 100% employer match about $157,225 at 4% or $104,817 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-2$82,319$25,156$12,578iApproximate average salary by contribution assumption: employee only about $314,450 at 4% or $209,633 at 6%; with 50% employer match about $209,633 at 4% or $139,756 at 6%; with 100% employer match about $157,225 at 4% or $104,817 at 6%.
201212$58,336$58,336$29,168iApproximate average salary by contribution assumption: employee only about $729,200 at 4% or $486,133 at 6%; with 50% employer match about $486,133 at 4% or $324,089 at 6%; with 100% employer match about $364,600 at 4% or $243,067 at 6%.
William R. Mitchell Inc. 401(K) Profit Sharing Plan-2$58,336$58,336$29,168iApproximate average salary by contribution assumption: employee only about $729,200 at 4% or $486,133 at 6%; with 50% employer match about $486,133 at 4% or $324,089 at 6%; with 100% employer match about $364,600 at 4% or $243,067 at 6%.