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ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN
Plan identification number 001

ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT W. MITCHELL, III, CPA PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W. MITCHELL, III, CPA PC
Employer identification number (EIN):542033814
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT W MITCHELL III
0012016-01-01ROBERT W MITCHELL III
0012015-01-01ROBERT W MITCHELL III
0012014-01-01ROBERT W MITCHELL III
0012013-01-01ROBERT W MITCHELL III
0012012-01-01ROBERT W MITCHELL III
0012011-01-01ROBERT W MITCHELL III
0012010-01-01ROBERT W MITCHELL III
0012009-01-01ROBERT W MITCHELL III
0012009-01-01ROBERT W MITCHELL III

Plan Statistics for ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN

Measure Date Value
2021: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN

Measure Date Value
2021 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$298,278
Expenses. Total of all expenses incurred2021-12-31$10,435
Benefits paid (including direct rollovers)2021-12-31$10,435
Total plan assets at end of year2021-12-31$1,884,707
Total plan assets at beginning of year2021-12-31$1,596,864
Other income received2021-12-31$298,278
Net income (gross income less expenses)2021-12-31$287,843
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,884,707
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,596,864
2020 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$260,429
Expenses. Total of all expenses incurred2020-12-31$10
Total plan assets at end of year2020-12-31$1,596,864
Total plan assets at beginning of year2020-12-31$1,336,445
Total contributions received or receivable from participants2020-12-31$26,000
Expenses. Other expenses not covered elsewhere2020-12-31$10
Other income received2020-12-31$215,476
Net income (gross income less expenses)2020-12-31$260,419
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,596,864
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,336,445
Total contributions received or receivable from employer(s)2020-12-31$18,953
2019 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$285,263
Expenses. Total of all expenses incurred2019-12-31$10
Total plan assets at end of year2019-12-31$1,336,445
Total plan assets at beginning of year2019-12-31$1,051,192
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$16,800
Expenses. Other expenses not covered elsewhere2019-12-31$10
Other income received2019-12-31$243,463
Net income (gross income less expenses)2019-12-31$285,253
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,336,445
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,051,192
Total contributions received or receivable from employer(s)2019-12-31$25,000
2018 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-101,019
Expenses. Total of all expenses incurred2018-12-31$42,567
Benefits paid (including direct rollovers)2018-12-31$42,567
Total plan assets at end of year2018-12-31$1,051,192
Total plan assets at beginning of year2018-12-31$1,194,778
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$-142,517
Net income (gross income less expenses)2018-12-31$-143,586
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,051,192
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,194,778
Total contributions received or receivable from employer(s)2018-12-31$16,998
2017 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$197,910
Total plan assets at end of year2017-12-31$1,194,778
Total plan assets at beginning of year2017-12-31$996,868
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$153,521
Net income (gross income less expenses)2017-12-31$197,910
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,194,778
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$996,868
Total contributions received or receivable from employer(s)2017-12-31$20,389
2016 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$149,841
Expenses. Total of all expenses incurred2016-12-31$15
Total plan assets at end of year2016-12-31$996,868
Total plan assets at beginning of year2016-12-31$847,042
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$107,741
Net income (gross income less expenses)2016-12-31$149,826
Net plan assets at end of year (total assets less liabilities)2016-12-31$996,868
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$847,042
Total contributions received or receivable from employer(s)2016-12-31$18,100
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$15
2015 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-49,060
Expenses. Total of all expenses incurred2015-12-31$8
Total plan assets at end of year2015-12-31$847,042
Total plan assets at beginning of year2015-12-31$896,110
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$-113,441
Net income (gross income less expenses)2015-12-31$-49,068
Net plan assets at end of year (total assets less liabilities)2015-12-31$847,042
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$896,110
Total contributions received or receivable from employer(s)2015-12-31$40,381
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8
2014 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$131,133
Expenses. Total of all expenses incurred2014-12-31$51,540
Benefits paid (including direct rollovers)2014-12-31$51,540
Total plan assets at end of year2014-12-31$896,110
Total plan assets at beginning of year2014-12-31$816,517
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$17,500
Other income received2014-12-31$75,437
Net income (gross income less expenses)2014-12-31$79,593
Net plan assets at end of year (total assets less liabilities)2014-12-31$896,110
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$816,517
Total contributions received or receivable from employer(s)2014-12-31$38,196
2013 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$176,584
Total plan assets at end of year2013-12-31$816,517
Total plan assets at beginning of year2013-12-31$639,933
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$17,500
Other income received2013-12-31$121,955
Net income (gross income less expenses)2013-12-31$176,584
Net plan assets at end of year (total assets less liabilities)2013-12-31$816,517
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$639,933
Total contributions received or receivable from employer(s)2013-12-31$37,129
2012 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$122,592
Total plan assets at end of year2012-12-31$639,933
Total plan assets at beginning of year2012-12-31$517,341
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$17,000
Other income received2012-12-31$66,214
Net income (gross income less expenses)2012-12-31$122,592
Net plan assets at end of year (total assets less liabilities)2012-12-31$639,933
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$517,341
Total contributions received or receivable from employer(s)2012-12-31$39,378
2011 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,888
Expenses. Total of all expenses incurred2011-12-31$223
Total plan assets at end of year2011-12-31$517,341
Total plan assets at beginning of year2011-12-31$466,676
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-6,644
Net income (gross income less expenses)2011-12-31$50,665
Net plan assets at end of year (total assets less liabilities)2011-12-31$517,341
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$466,676
Total contributions received or receivable from employer(s)2011-12-31$57,532
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$223
2010 : ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$92,663
Total plan assets at end of year2010-12-31$466,676
Total plan assets at beginning of year2010-12-31$374,013
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$35,650
Net income (gross income less expenses)2010-12-31$92,663
Net plan assets at end of year (total assets less liabilities)2010-12-31$466,676
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$374,013
Total contributions received or receivable from employer(s)2010-12-31$57,013

Form 5500 Responses for ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN

2021: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT W MITCHELL III CPA PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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