Civic Intelligence

Robert Mitchell & Associates Inc.

Plan context: Robert Mitchell & Associates Inc. 401K Profit Sharing Plan

EIN 95-3866954 • Lake Forest, CA • 11 filings • 4 plans

22982 El Toro RoadLake Forest, CA 92630
Current Snapshot

Latest Year

2009

2009 Participants

7

2009 Assets

$638,967

2009 Contributions

$13,737

Historical Graphs

Total Assets Over Time

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

$1,272,596$636,298$0199920042008YearValue
$638,967Latest year 2008

Participants Over Time

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

1470199920042008YearValue
7Latest year 2008

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
200910$0$0-
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-0$0$0-
200817$638,967$13,737$1,962iApproximate average salary by contribution assumption: employee only about $49,061 at 4% or $32,707 at 6%; with 50% employer match about $32,707 at 4% or $21,805 at 6%; with 100% employer match about $24,530 at 4% or $16,354 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-7$638,967$13,737$1,962iApproximate average salary by contribution assumption: employee only about $49,061 at 4% or $32,707 at 6%; with 50% employer match about $32,707 at 4% or $21,805 at 6%; with 100% employer match about $24,530 at 4% or $16,354 at 6%.
2007114$1,272,596$102,918$7,351iApproximate average salary by contribution assumption: employee only about $183,782 at 4% or $122,521 at 6%; with 50% employer match about $122,521 at 4% or $81,681 at 6%; with 100% employer match about $91,891 at 4% or $61,261 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-14$1,272,596$102,918$7,351iApproximate average salary by contribution assumption: employee only about $183,782 at 4% or $122,521 at 6%; with 50% employer match about $122,521 at 4% or $81,681 at 6%; with 100% employer match about $91,891 at 4% or $61,261 at 6%.
2006113$1,206,367$132,907$10,224iApproximate average salary by contribution assumption: employee only about $255,590 at 4% or $170,394 at 6%; with 50% employer match about $170,394 at 4% or $113,596 at 6%; with 100% employer match about $127,795 at 4% or $85,197 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-13$1,206,367$132,907$10,224iApproximate average salary by contribution assumption: employee only about $255,590 at 4% or $170,394 at 6%; with 50% employer match about $170,394 at 4% or $113,596 at 6%; with 100% employer match about $127,795 at 4% or $85,197 at 6%.
2005112$927,052$134,158$11,180iApproximate average salary by contribution assumption: employee only about $279,496 at 4% or $186,331 at 6%; with 50% employer match about $186,331 at 4% or $124,220 at 6%; with 100% employer match about $139,748 at 4% or $93,165 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-12$927,052$134,158$11,180iApproximate average salary by contribution assumption: employee only about $279,496 at 4% or $186,331 at 6%; with 50% employer match about $186,331 at 4% or $124,220 at 6%; with 100% employer match about $139,748 at 4% or $93,165 at 6%.
2004112$728,728$89,831$7,486iApproximate average salary by contribution assumption: employee only about $187,148 at 4% or $124,765 at 6%; with 50% employer match about $124,765 at 4% or $83,177 at 6%; with 100% employer match about $93,574 at 4% or $62,383 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-12$728,728$89,831$7,486iApproximate average salary by contribution assumption: employee only about $187,148 at 4% or $124,765 at 6%; with 50% employer match about $124,765 at 4% or $83,177 at 6%; with 100% employer match about $93,574 at 4% or $62,383 at 6%.
200319$536,132$45,070$5,008iApproximate average salary by contribution assumption: employee only about $125,194 at 4% or $83,463 at 6%; with 50% employer match about $83,463 at 4% or $55,642 at 6%; with 100% employer match about $62,597 at 4% or $41,731 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-9$536,132$45,070$5,008iApproximate average salary by contribution assumption: employee only about $125,194 at 4% or $83,463 at 6%; with 50% employer match about $83,463 at 4% or $55,642 at 6%; with 100% employer match about $62,597 at 4% or $41,731 at 6%.
2002110$381,328$78,894$7,889iApproximate average salary by contribution assumption: employee only about $197,235 at 4% or $131,490 at 6%; with 50% employer match about $131,490 at 4% or $87,660 at 6%; with 100% employer match about $98,618 at 4% or $65,745 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-10$381,328$78,894$7,889iApproximate average salary by contribution assumption: employee only about $197,235 at 4% or $131,490 at 6%; with 50% employer match about $131,490 at 4% or $87,660 at 6%; with 100% employer match about $98,618 at 4% or $65,745 at 6%.
2001113$405,512$74,266$5,713iApproximate average salary by contribution assumption: employee only about $142,819 at 4% or $95,213 at 6%; with 50% employer match about $95,213 at 4% or $63,475 at 6%; with 100% employer match about $71,410 at 4% or $47,606 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-13$405,512$74,266$5,713iApproximate average salary by contribution assumption: employee only about $142,819 at 4% or $95,213 at 6%; with 50% employer match about $95,213 at 4% or $63,475 at 6%; with 100% employer match about $71,410 at 4% or $47,606 at 6%.
2000111$409,308$91,431$8,312iApproximate average salary by contribution assumption: employee only about $207,798 at 4% or $138,532 at 6%; with 50% employer match about $138,532 at 4% or $92,355 at 6%; with 100% employer match about $103,899 at 4% or $69,266 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-11$409,308$91,431$8,312iApproximate average salary by contribution assumption: employee only about $207,798 at 4% or $138,532 at 6%; with 50% employer match about $138,532 at 4% or $92,355 at 6%; with 100% employer match about $103,899 at 4% or $69,266 at 6%.
1999114$393,375$67,165$4,798iApproximate average salary by contribution assumption: employee only about $119,938 at 4% or $79,958 at 6%; with 50% employer match about $79,958 at 4% or $53,306 at 6%; with 100% employer match about $59,969 at 4% or $39,979 at 6%.
Robert Mitchell & Associates Inc. 401K Profit Sharing Plan-14$393,375$67,165$4,798iApproximate average salary by contribution assumption: employee only about $119,938 at 4% or $79,958 at 6%; with 50% employer match about $79,958 at 4% or $53,306 at 6%; with 100% employer match about $59,969 at 4% or $39,979 at 6%.