401k Plan data: JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN plan

JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 401k Plan overview

Plan Name	JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN
Plan identification number	002

JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

JOHN F. MITCHELL & ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name: JOHN F. MITCHELL & ASSOCIATES, PA

Employer identification number (EIN): 272544205

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 JOHN MITCHELL
002 2017-01-01 JOHN MITCHELL
002 2016-01-01 JOHN MITCHELL
002 2016-01-01
002 2015-01-01 JOHN MITCHELL
002 2014-01-01 JOHN MITCHELL
002 2013-01-01 JOHN MITCHELL

Financial Data on JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN

Measure	Date	Value
2018 : JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-90
Expenses. Total of all expenses incurred	2018-12-31	$2,247
Benefits paid (including direct rollovers)	2018-12-31	$2,247
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$2,337
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-90
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-2,337
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,337
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$0
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,337
Total plan assets at beginning of year	2017-12-31	$2,337
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$0
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,337
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,337
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$31
Expenses. Total of all expenses incurred	2016-12-31	$2,337
Benefits paid (including direct rollovers)	2016-12-31	$2,337
Total plan assets at end of year	2016-12-31	$15,679
Total plan assets at beginning of year	2016-12-31	$17,985
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$31
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-2,306
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$15,679
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$17,985
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$616,145
Expenses. Total of all expenses incurred	2015-12-31	$623,359
Benefits paid (including direct rollovers)	2015-12-31	$623,359
Total plan assets at end of year	2015-12-31	$17,985
Total plan assets at beginning of year	2015-12-31	$25,199
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$615,950
Other income received	2015-12-31	$195
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-7,214
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$17,985
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$25,199
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-1,067
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$25,199
Total plan assets at beginning of year	2014-12-31	$26,266
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-1,067
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-1,067
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$25,199
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$26,266
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$641
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$51,266
Total plan assets at beginning of year	2013-12-31	$50,625
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$641
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$641
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$51,266
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$50,625
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0

Form 5500 Responses for JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN

2018: JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN F. MITCHELL & ASSOCIATES, PA 401(K) 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 F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN F. MITCHELL & ASSOCIATES, PA 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN F. MITCHELL & ASSOCIATES, PA
Employer identification number (EIN):	272544205
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
002	2018-01-01	JOHN MITCHELL
002	2017-01-01	JOHN MITCHELL
002	2016-01-01	JOHN MITCHELL
002	2016-01-01
002	2015-01-01	JOHN MITCHELL
002	2014-01-01	JOHN MITCHELL
002	2013-01-01	JOHN MITCHELL