JOHN D MITCHELL & ASSOCIATES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2019: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2014: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2011: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2019 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $149,583 |
| Total plan assets at end of year | 2019-12-31 | $562,733 |
| Total plan assets at beginning of year | 2019-12-31 | $413,150 |
| Other income received | 2019-12-31 | $94,144 |
| Net income (gross income less expenses) | 2019-12-31 | $149,583 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $562,733 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $413,150 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $55,439 |
| 2018 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $39,590 |
| Total plan assets at end of year | 2018-12-31 | $413,150 |
| Total plan assets at beginning of year | 2018-12-31 | $373,560 |
| Other income received | 2018-12-31 | $-12,499 |
| Net income (gross income less expenses) | 2018-12-31 | $39,590 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $413,150 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $373,560 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $52,089 |
| 2017 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $149,841 |
| Total plan assets at end of year | 2017-12-31 | $373,560 |
| Total plan assets at beginning of year | 2017-12-31 | $223,719 |
| Other income received | 2017-12-31 | $104,599 |
| Net income (gross income less expenses) | 2017-12-31 | $149,841 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $373,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $223,719 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $45,242 |
| 2016 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $43,430 |
| Total plan assets at end of year | 2016-12-31 | $223,719 |
| Total plan assets at beginning of year | 2016-12-31 | $180,289 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Other income received | 2016-12-31 | $13,250 |
| Net income (gross income less expenses) | 2016-12-31 | $43,430 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $223,719 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $180,289 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,180 |
| 2014 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $33,198 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $100 |
| Total plan assets at end of year | 2014-12-31 | $177,210 |
| Total plan assets at beginning of year | 2014-12-31 | $144,112 |
| Other income received | 2014-12-31 | $8,198 |
| Net income (gross income less expenses) | 2014-12-31 | $33,098 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $177,210 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $144,112 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $100 |
| 2013 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $46,838 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $100 |
| Total plan assets at end of year | 2013-12-31 | $144,112 |
| Total plan assets at beginning of year | 2013-12-31 | $97,374 |
| Other income received | 2013-12-31 | $21,838 |
| Net income (gross income less expenses) | 2013-12-31 | $46,738 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $144,112 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $97,374 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $100 |
| 2011 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $19,532 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $100 |
| Total plan assets at end of year | 2011-12-31 | $63,715 |
| Total plan assets at beginning of year | 2011-12-31 | $44,283 |
| Other income received | 2011-12-31 | $-5,468 |
| Net income (gross income less expenses) | 2011-12-31 | $19,432 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $63,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $44,283 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $100 |
| 2010 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $23,863 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $100 |
| Total plan assets at end of year | 2010-12-31 | $50,677 |
| Total plan assets at beginning of year | 2010-12-31 | $26,914 |
| Other income received | 2010-12-31 | $-1,137 |
| Net income (gross income less expenses) | 2010-12-31 | $23,763 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $50,677 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $26,914 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $25,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $100 |
| 2019: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
