Civic Intelligence

Russell D. Mitchell & Associates Inc.

Plan context: Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan

EIN 94-2537182 • Walnut Creek, CA • 25 filings • 3 plans

2760 Camino DiabloWalnut Creek, CA 94597-3906
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$10,478,054

2023 Contributions

$351,822

Historical Graphs

Total Assets Over Time

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

$10,478,054$5,239,027$0199920152023YearValue
$10,478,054Latest year 2023

Participants Over Time

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

1260199920112023YearValue
12Latest year 2023

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
2023212$10,478,054$351,822$29,319iApproximate average salary by contribution assumption: employee only about $732,963 at 4% or $488,642 at 6%; with 50% employer match about $488,642 at 4% or $325,761 at 6%; with 100% employer match about $366,481 at 4% or $244,321 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-12$10,217,235$247,992$20,666iApproximate average salary by contribution assumption: employee only about $516,650 at 4% or $344,433 at 6%; with 50% employer match about $344,433 at 4% or $229,622 at 6%; with 100% employer match about $258,325 at 4% or $172,217 at 6%.
RUSSELL D. MITCHELL & ASSOCIATES, INC. CASH BALANCE PLAN-5$260,819$103,830$20,766iApproximate average salary by contribution assumption: employee only about $519,150 at 4% or $346,100 at 6%; with 50% employer match about $346,100 at 4% or $230,733 at 6%; with 100% employer match about $259,575 at 4% or $173,050 at 6%.
2022212$8,176,955$312,871$26,073iApproximate average salary by contribution assumption: employee only about $651,815 at 4% or $434,543 at 6%; with 50% employer match about $434,543 at 4% or $289,695 at 6%; with 100% employer match about $325,907 at 4% or $217,272 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-12$8,026,955$162,871$13,573iApproximate average salary by contribution assumption: employee only about $339,315 at 4% or $226,210 at 6%; with 50% employer match about $226,210 at 4% or $150,806 at 6%; with 100% employer match about $169,657 at 4% or $113,105 at 6%.
RUSSELL D. MITCHELL & ASSOCIATES, INC. CASH BALANCE PLAN-4$150,000$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
2021112$7,057,942$220,349$18,362iApproximate average salary by contribution assumption: employee only about $459,060 at 4% or $306,040 at 6%; with 50% employer match about $306,040 at 4% or $204,027 at 6%; with 100% employer match about $229,530 at 4% or $153,020 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-12$7,057,942$220,349$18,362iApproximate average salary by contribution assumption: employee only about $459,060 at 4% or $306,040 at 6%; with 50% employer match about $306,040 at 4% or $204,027 at 6%; with 100% employer match about $229,530 at 4% or $153,020 at 6%.
2020112$8,756,041$215,866$17,989iApproximate average salary by contribution assumption: employee only about $449,721 at 4% or $299,814 at 6%; with 50% employer match about $299,814 at 4% or $199,876 at 6%; with 100% employer match about $224,860 at 4% or $149,907 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-12$8,756,041$215,866$17,989iApproximate average salary by contribution assumption: employee only about $449,721 at 4% or $299,814 at 6%; with 50% employer match about $299,814 at 4% or $199,876 at 6%; with 100% employer match about $224,860 at 4% or $149,907 at 6%.
2018112$6,469,211$223,817$18,651iApproximate average salary by contribution assumption: employee only about $466,285 at 4% or $310,857 at 6%; with 50% employer match about $310,857 at 4% or $207,238 at 6%; with 100% employer match about $233,143 at 4% or $155,428 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-12$6,469,211$223,817$18,651iApproximate average salary by contribution assumption: employee only about $466,285 at 4% or $310,857 at 6%; with 50% employer match about $310,857 at 4% or $207,238 at 6%; with 100% employer match about $233,143 at 4% or $155,428 at 6%.
2017112$6,370,325$240,023$20,002iApproximate average salary by contribution assumption: employee only about $500,048 at 4% or $333,365 at 6%; with 50% employer match about $333,365 at 4% or $222,244 at 6%; with 100% employer match about $250,024 at 4% or $166,683 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-12$6,370,325$240,023$20,002iApproximate average salary by contribution assumption: employee only about $500,048 at 4% or $333,365 at 6%; with 50% employer match about $333,365 at 4% or $222,244 at 6%; with 100% employer match about $250,024 at 4% or $166,683 at 6%.
2016111$5,756,552$234,511$21,319iApproximate average salary by contribution assumption: employee only about $532,980 at 4% or $355,320 at 6%; with 50% employer match about $355,320 at 4% or $236,880 at 6%; with 100% employer match about $266,490 at 4% or $177,660 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-11$5,756,552$234,511$21,319iApproximate average salary by contribution assumption: employee only about $532,980 at 4% or $355,320 at 6%; with 50% employer match about $355,320 at 4% or $236,880 at 6%; with 100% employer match about $266,490 at 4% or $177,660 at 6%.
2015110$5,099,114$247,071$24,707iApproximate average salary by contribution assumption: employee only about $617,678 at 4% or $411,785 at 6%; with 50% employer match about $411,785 at 4% or $274,523 at 6%; with 100% employer match about $308,839 at 4% or $205,893 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-10$5,099,114$247,071$24,707iApproximate average salary by contribution assumption: employee only about $617,678 at 4% or $411,785 at 6%; with 50% employer match about $411,785 at 4% or $274,523 at 6%; with 100% employer match about $308,839 at 4% or $205,893 at 6%.
201419$4,353,577$172,469$19,163iApproximate average salary by contribution assumption: employee only about $479,081 at 4% or $319,387 at 6%; with 50% employer match about $319,387 at 4% or $212,925 at 6%; with 100% employer match about $239,540 at 4% or $159,694 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-9$4,353,577$172,469$19,163iApproximate average salary by contribution assumption: employee only about $479,081 at 4% or $319,387 at 6%; with 50% employer match about $319,387 at 4% or $212,925 at 6%; with 100% employer match about $239,540 at 4% or $159,694 at 6%.
201318$4,535,500$109,336$13,667iApproximate average salary by contribution assumption: employee only about $341,675 at 4% or $227,783 at 6%; with 50% employer match about $227,783 at 4% or $151,856 at 6%; with 100% employer match about $170,838 at 4% or $113,892 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-8$4,535,500$109,336$13,667iApproximate average salary by contribution assumption: employee only about $341,675 at 4% or $227,783 at 6%; with 50% employer match about $227,783 at 4% or $151,856 at 6%; with 100% employer match about $170,838 at 4% or $113,892 at 6%.
201218$3,987,918$58,295$7,287iApproximate average salary by contribution assumption: employee only about $182,172 at 4% or $121,448 at 6%; with 50% employer match about $121,448 at 4% or $80,965 at 6%; with 100% employer match about $91,086 at 4% or $60,724 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-8$3,987,918$58,295$7,287iApproximate average salary by contribution assumption: employee only about $182,172 at 4% or $121,448 at 6%; with 50% employer match about $121,448 at 4% or $80,965 at 6%; with 100% employer match about $91,086 at 4% or $60,724 at 6%.
201118$3,358,041$29,804$3,726iApproximate average salary by contribution assumption: employee only about $93,138 at 4% or $62,092 at 6%; with 50% employer match about $62,092 at 4% or $41,394 at 6%; with 100% employer match about $46,569 at 4% or $31,046 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-8$3,358,041$29,804$3,726iApproximate average salary by contribution assumption: employee only about $93,138 at 4% or $62,092 at 6%; with 50% employer match about $62,092 at 4% or $41,394 at 6%; with 100% employer match about $46,569 at 4% or $31,046 at 6%.
201018$2,787,501$32,648$4,081iApproximate average salary by contribution assumption: employee only about $102,025 at 4% or $68,017 at 6%; with 50% employer match about $68,017 at 4% or $45,344 at 6%; with 100% employer match about $51,013 at 4% or $34,008 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-8$2,787,501$32,648$4,081iApproximate average salary by contribution assumption: employee only about $102,025 at 4% or $68,017 at 6%; with 50% employer match about $68,017 at 4% or $45,344 at 6%; with 100% employer match about $51,013 at 4% or $34,008 at 6%.
2009110$2,848,856$17,085$1,709iApproximate average salary by contribution assumption: employee only about $42,713 at 4% or $28,475 at 6%; with 50% employer match about $28,475 at 4% or $18,983 at 6%; with 100% employer match about $21,356 at 4% or $14,238 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-10$2,848,856$17,085$1,709iApproximate average salary by contribution assumption: employee only about $42,713 at 4% or $28,475 at 6%; with 50% employer match about $28,475 at 4% or $18,983 at 6%; with 100% employer match about $21,356 at 4% or $14,238 at 6%.
200718$0$0-
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-8---
200618$0$0-
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-8---
200518$0$0-
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-8---
200418$2,448,969$93,701$11,713iApproximate average salary by contribution assumption: employee only about $292,816 at 4% or $195,210 at 6%; with 50% employer match about $195,210 at 4% or $130,140 at 6%; with 100% employer match about $146,408 at 4% or $97,605 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-8$2,448,969$93,701$11,713iApproximate average salary by contribution assumption: employee only about $292,816 at 4% or $195,210 at 6%; with 50% employer match about $195,210 at 4% or $130,140 at 6%; with 100% employer match about $146,408 at 4% or $97,605 at 6%.
200318$0$0-
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-8---
200219$0$0-
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-9---
200119$0$0-
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-9---
200017$0$0-
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-7---
199917$2,283,262$67,129$9,590iApproximate average salary by contribution assumption: employee only about $239,746 at 4% or $159,831 at 6%; with 50% employer match about $159,831 at 4% or $106,554 at 6%; with 100% employer match about $119,873 at 4% or $79,915 at 6%.
Russell D. Mitchell & Associates Inc. Employees Profit Sharing Plan-7$2,283,262$67,129$9,590iApproximate average salary by contribution assumption: employee only about $239,746 at 4% or $159,831 at 6%; with 50% employer match about $159,831 at 4% or $106,554 at 6%; with 100% employer match about $119,873 at 4% or $79,915 at 6%.