Civic Intelligence

Mitchell & Mitchell Insurance Agency Inc.

Plan context: Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan

EIN 94-2778206 • Roseville, CA • 27 filings • 9 plans

3013 Douglas BlvdSuite 100Roseville, CA 95661
Current Snapshot

Latest Year

2020

2020 Participants

12

2020 Assets

$1,199,509

2020 Contributions

$9,615

Historical Graphs

Total Assets Over Time

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

$8,200,207$4,100,104$0199920102019YearValue
$1,199,509Latest year 2019

Participants Over Time

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

53270199920102019YearValue
12Latest year 2019

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
202010$0$0-
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-0$0--
2019112$1,199,509$9,615$801iApproximate average salary by contribution assumption: employee only about $20,031 at 4% or $13,354 at 6%; with 50% employer match about $13,354 at 4% or $8,903 at 6%; with 100% employer match about $10,016 at 4% or $6,677 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-12$1,199,509$9,615$801iApproximate average salary by contribution assumption: employee only about $20,031 at 4% or $13,354 at 6%; with 50% employer match about $13,354 at 4% or $8,903 at 6%; with 100% employer match about $10,016 at 4% or $6,677 at 6%.
2018137$7,843,108$192,785$5,210iApproximate average salary by contribution assumption: employee only about $130,260 at 4% or $86,840 at 6%; with 50% employer match about $86,840 at 4% or $57,893 at 6%; with 100% employer match about $65,130 at 4% or $43,420 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-37$7,843,108$192,785$5,210iApproximate average salary by contribution assumption: employee only about $130,260 at 4% or $86,840 at 6%; with 50% employer match about $86,840 at 4% or $57,893 at 6%; with 100% employer match about $65,130 at 4% or $43,420 at 6%.
2017145$8,200,207$393,605$8,747iApproximate average salary by contribution assumption: employee only about $218,669 at 4% or $145,780 at 6%; with 50% employer match about $145,780 at 4% or $97,186 at 6%; with 100% employer match about $109,335 at 4% or $72,890 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-45$8,200,207$393,605$8,747iApproximate average salary by contribution assumption: employee only about $218,669 at 4% or $145,780 at 6%; with 50% employer match about $145,780 at 4% or $97,186 at 6%; with 100% employer match about $109,335 at 4% or $72,890 at 6%.
2016148$7,536,226$434,092$9,044iApproximate average salary by contribution assumption: employee only about $226,090 at 4% or $150,726 at 6%; with 50% employer match about $150,726 at 4% or $100,484 at 6%; with 100% employer match about $113,045 at 4% or $75,363 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-48$7,536,226$434,092$9,044iApproximate average salary by contribution assumption: employee only about $226,090 at 4% or $150,726 at 6%; with 50% employer match about $150,726 at 4% or $100,484 at 6%; with 100% employer match about $113,045 at 4% or $75,363 at 6%.
2015153$6,831,840$415,537$7,840iApproximate average salary by contribution assumption: employee only about $196,008 at 4% or $130,672 at 6%; with 50% employer match about $130,672 at 4% or $87,115 at 6%; with 100% employer match about $98,004 at 4% or $65,336 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-53$6,831,840$415,537$7,840iApproximate average salary by contribution assumption: employee only about $196,008 at 4% or $130,672 at 6%; with 50% employer match about $130,672 at 4% or $87,115 at 6%; with 100% employer match about $98,004 at 4% or $65,336 at 6%.
2014138$6,508,048$439,204$11,558iApproximate average salary by contribution assumption: employee only about $288,950 at 4% or $192,633 at 6%; with 50% employer match about $192,633 at 4% or $128,422 at 6%; with 100% employer match about $144,475 at 4% or $96,317 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-38$6,508,048$439,204$11,558iApproximate average salary by contribution assumption: employee only about $288,950 at 4% or $192,633 at 6%; with 50% employer match about $192,633 at 4% or $128,422 at 6%; with 100% employer match about $144,475 at 4% or $96,317 at 6%.
2013142$6,263,250$398,141$9,480iApproximate average salary by contribution assumption: employee only about $236,989 at 4% or $157,992 at 6%; with 50% employer match about $157,992 at 4% or $105,328 at 6%; with 100% employer match about $118,494 at 4% or $78,996 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-42$6,263,250$398,141$9,480iApproximate average salary by contribution assumption: employee only about $236,989 at 4% or $157,992 at 6%; with 50% employer match about $157,992 at 4% or $105,328 at 6%; with 100% employer match about $118,494 at 4% or $78,996 at 6%.
2012133$5,257,041$315,556$9,562iApproximate average salary by contribution assumption: employee only about $239,058 at 4% or $159,372 at 6%; with 50% employer match about $159,372 at 4% or $106,248 at 6%; with 100% employer match about $119,529 at 4% or $79,686 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-33$5,257,041$315,556$9,562iApproximate average salary by contribution assumption: employee only about $239,058 at 4% or $159,372 at 6%; with 50% employer match about $159,372 at 4% or $106,248 at 6%; with 100% employer match about $119,529 at 4% or $79,686 at 6%.
2011131$5,488,170$439,760$14,186iApproximate average salary by contribution assumption: employee only about $354,645 at 4% or $236,430 at 6%; with 50% employer match about $236,430 at 4% or $157,620 at 6%; with 100% employer match about $177,323 at 4% or $118,215 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-31$5,488,170$439,760$14,186iApproximate average salary by contribution assumption: employee only about $354,645 at 4% or $236,430 at 6%; with 50% employer match about $236,430 at 4% or $157,620 at 6%; with 100% employer match about $177,323 at 4% or $118,215 at 6%.
2010125$4,869,390$404,193$16,168iApproximate average salary by contribution assumption: employee only about $404,193 at 4% or $269,462 at 6%; with 50% employer match about $269,462 at 4% or $179,641 at 6%; with 100% employer match about $202,097 at 4% or $134,731 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-25$4,869,390$404,193$16,168iApproximate average salary by contribution assumption: employee only about $404,193 at 4% or $269,462 at 6%; with 50% employer match about $269,462 at 4% or $179,641 at 6%; with 100% employer match about $202,097 at 4% or $134,731 at 6%.
2009124$3,979,167$467,486$19,479iApproximate average salary by contribution assumption: employee only about $486,965 at 4% or $324,643 at 6%; with 50% employer match about $324,643 at 4% or $216,429 at 6%; with 100% employer match about $243,482 at 4% or $162,322 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-24$3,979,167$467,486$19,479iApproximate average salary by contribution assumption: employee only about $486,965 at 4% or $324,643 at 6%; with 50% employer match about $324,643 at 4% or $216,429 at 6%; with 100% employer match about $243,482 at 4% or $162,322 at 6%.
2008122$2,809,949$375,650$17,075iApproximate average salary by contribution assumption: employee only about $426,875 at 4% or $284,583 at 6%; with 50% employer match about $284,583 at 4% or $189,722 at 6%; with 100% employer match about $213,438 at 4% or $142,292 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-22$2,809,949$375,650$17,075iApproximate average salary by contribution assumption: employee only about $426,875 at 4% or $284,583 at 6%; with 50% employer match about $284,583 at 4% or $189,722 at 6%; with 100% employer match about $213,438 at 4% or $142,292 at 6%.
2007120$3,305,757$357,757$17,888iApproximate average salary by contribution assumption: employee only about $447,196 at 4% or $298,131 at 6%; with 50% employer match about $298,131 at 4% or $198,754 at 6%; with 100% employer match about $223,598 at 4% or $149,065 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-20$3,305,757$357,757$17,888iApproximate average salary by contribution assumption: employee only about $447,196 at 4% or $298,131 at 6%; with 50% employer match about $298,131 at 4% or $198,754 at 6%; with 100% employer match about $223,598 at 4% or $149,065 at 6%.
2006219$2,642,227$282,950$14,892iApproximate average salary by contribution assumption: employee only about $372,303 at 4% or $248,202 at 6%; with 50% employer match about $248,202 at 4% or $165,468 at 6%; with 100% employer match about $186,151 at 4% or $124,101 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-19$2,642,227$282,950$14,892iApproximate average salary by contribution assumption: employee only about $372,303 at 4% or $248,202 at 6%; with 50% employer match about $248,202 at 4% or $165,468 at 6%; with 100% employer match about $186,151 at 4% or $124,101 at 6%.
Mitchell & Mitchell Insurance Agency Inc. Profit- Sharing Plan-0---
2005222$2,456,630$290,614$13,210iApproximate average salary by contribution assumption: employee only about $330,243 at 4% or $220,162 at 6%; with 50% employer match about $220,162 at 4% or $146,775 at 6%; with 100% employer match about $165,122 at 4% or $110,081 at 6%.
Mitchell & Mitchell Insurance Agency Inc. Profit- Sharing Plan-22$1,340,439$101,338$4,606iApproximate average salary by contribution assumption: employee only about $115,157 at 4% or $76,771 at 6%; with 50% employer match about $76,771 at 4% or $51,181 at 6%; with 100% employer match about $57,578 at 4% or $38,386 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-22$1,116,191$189,276$8,603iApproximate average salary by contribution assumption: employee only about $215,086 at 4% or $143,391 at 6%; with 50% employer match about $143,391 at 4% or $95,594 at 6%; with 100% employer match about $107,543 at 4% or $71,695 at 6%.
2004222$2,004,270$341,078$15,504iApproximate average salary by contribution assumption: employee only about $387,589 at 4% or $258,392 at 6%; with 50% employer match about $258,392 at 4% or $172,262 at 6%; with 100% employer match about $193,794 at 4% or $129,196 at 6%.
Mitchell & Mitchell Insurance Agency Inc. Profit- Sharing Plan-22$1,162,102$166,100$7,550iApproximate average salary by contribution assumption: employee only about $188,750 at 4% or $125,833 at 6%; with 50% employer match about $125,833 at 4% or $83,889 at 6%; with 100% employer match about $94,375 at 4% or $62,917 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-22$842,168$174,978$7,954iApproximate average salary by contribution assumption: employee only about $198,839 at 4% or $132,559 at 6%; with 50% employer match about $132,559 at 4% or $88,373 at 6%; with 100% employer match about $99,419 at 4% or $66,280 at 6%.
2003220$1,636,855$329,749$16,487iApproximate average salary by contribution assumption: employee only about $412,186 at 4% or $274,791 at 6%; with 50% employer match about $274,791 at 4% or $183,194 at 6%; with 100% employer match about $206,093 at 4% or $137,395 at 6%.
Mitchell & Mitchell Insurance Agency Inc. Profit- Sharing Plan-20$980,208$150,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-20$656,647$179,749$8,987iApproximate average salary by contribution assumption: employee only about $224,686 at 4% or $149,791 at 6%; with 50% employer match about $149,791 at 4% or $99,861 at 6%; with 100% employer match about $112,343 at 4% or $74,895 at 6%.
2001218$866,410$132,318$7,351iApproximate average salary by contribution assumption: employee only about $183,775 at 4% or $122,517 at 6%; with 50% employer match about $122,517 at 4% or $81,678 at 6%; with 100% employer match about $91,888 at 4% or $61,258 at 6%.
Mitchell & Mitchell Insurance Agency Inc. Profit- Sharing Plan-17$615,863--
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-18$250,547$132,318$7,351iApproximate average salary by contribution assumption: employee only about $183,775 at 4% or $122,517 at 6%; with 50% employer match about $122,517 at 4% or $81,678 at 6%; with 100% employer match about $91,888 at 4% or $61,258 at 6%.
2000218$749,580$116,323$6,462iApproximate average salary by contribution assumption: employee only about $161,560 at 4% or $107,706 at 6%; with 50% employer match about $107,706 at 4% or $71,804 at 6%; with 100% employer match about $80,780 at 4% or $53,853 at 6%.
Mitchell & Mitchell Insurance Agency Inc. Profit- Sharing Plan-18$634,007--
Mitchell & Mitchell Insurance Agency Inc. 401(K) Profit Sharing Retirement Plan-17$115,573$116,323$6,843iApproximate average salary by contribution assumption: employee only about $171,063 at 4% or $114,042 at 6%; with 50% employer match about $114,042 at 4% or $76,028 at 6%; with 100% employer match about $85,532 at 4% or $57,021 at 6%.
1999114$790,549$80,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Mitchell & Mitchell Insurance Agency Inc. Profit- Sharing Plan-14$790,549$80,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.