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 |
|---|
| 2025 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-03-21 | 0 |
| Net assets as of the end of the plan year | 2025-03-21 | 1548614 |
| Total assets as of the beginning of the plan year | 2025-03-21 | 1265028 |
| Value of plan covered by a fidelity bond | 2025-03-21 | 90000 |
| Participant contributions to plan in this plan year | 2025-03-21 | 32492 |
| Other income to plan in this plan year | 2025-03-21 | 173822 |
| Plan net income in this plan year | 2025-03-21 | 283586 |
| Net assets as of the end of the plan year | 2025-03-21 | 1548614 |
| Net assets as of the beginning of the plan year | 2025-03-21 | 1265028 |
| Employer contributions to plan in this plan year | 2025-03-21 | 77272 |
| 2024 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2024 401k financial data |
|---|
| Net assets as of the end of the plan year | 2024-09-18 | 1265028 |
| Total assets as of the beginning of the plan year | 2024-09-18 | 943874 |
| Value of plan covered by a fidelity bond | 2024-09-18 | 90000 |
| Participant contributions to plan in this plan year | 2024-09-18 | 31766 |
| Other contributions to plan in this plan year | 2024-09-18 | 4538 |
| Other income to plan in this plan year | 2024-09-18 | 201900 |
| Plan net income in this plan year | 2024-09-18 | 321154 |
| Net assets as of the end of the plan year | 2024-09-18 | 1265028 |
| Net assets as of the beginning of the plan year | 2024-09-18 | 943874 |
| Employer contributions to plan in this plan year | 2024-09-18 | 82950 |
| 2022 : JOHN D MITCHELL & ASSOCIATES RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-01-27 | 61 |
| Net assets as of the end of the plan year | 2022-01-27 | 1007426 |
| Total assets as of the beginning of the plan year | 2022-01-27 | 726376 |
| Value of plan covered by a fidelity bond | 2022-01-27 | 60000 |
| Participant contributions to plan in this plan year | 2022-01-27 | 26705 |
| Other income to plan in this plan year | 2022-01-27 | 192528 |
| Plan net income in this plan year | 2022-01-27 | 281050 |
| Net assets as of the end of the plan year | 2022-01-27 | 1007426 |
| Net assets as of the beginning of the plan year | 2022-01-27 | 726376 |
| Employer contributions to plan in this plan year | 2022-01-27 | 61878 |
| 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 |
