MITCHELL CLINIC, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-13 | 338737 |
| Net assets as of the end of the plan year | 2025-06-13 | 17207284 |
| Total assets as of the beginning of the plan year | 2025-06-13 | 15189986 |
| Value of plan covered by a fidelity bond | 2025-06-13 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-13 | 201484 |
| Other contributions to plan in this plan year | 2025-06-13 | 0 |
| Other income to plan in this plan year | 2025-06-13 | 1939488 |
| Plan net income in this plan year | 2025-06-13 | 2017298 |
| Net assets as of the end of the plan year | 2025-06-13 | 17207284 |
| Net assets as of the beginning of the plan year | 2025-06-13 | 15189986 |
| Employer contributions to plan in this plan year | 2025-06-13 | 215063 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-13 | 37761 |
| 2024 : MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-05 | 184414 |
| Net assets as of the end of the plan year | 2024-07-05 | 15189986 |
| Total assets as of the beginning of the plan year | 2024-07-05 | 12679274 |
| Value of plan covered by a fidelity bond | 2024-07-05 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-05 | 195108 |
| Other income to plan in this plan year | 2024-07-05 | 2289800 |
| Plan net income in this plan year | 2024-07-05 | 2510712 |
| Net assets as of the end of the plan year | 2024-07-05 | 15189986 |
| Net assets as of the beginning of the plan year | 2024-07-05 | 12679274 |
| Employer contributions to plan in this plan year | 2024-07-05 | 210218 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-05 | 34601 |
| 2022 : MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-27 | 54842 |
| Net assets as of the end of the plan year | 2022-06-27 | 14275300 |
| Total assets as of the beginning of the plan year | 2022-06-27 | 12294789 |
| Value of plan covered by a fidelity bond | 2022-06-27 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-27 | 163416 |
| Other contributions to plan in this plan year | 2022-06-27 | 31314 |
| Other income to plan in this plan year | 2022-06-27 | 1647120 |
| Plan net income in this plan year | 2022-06-27 | 1980511 |
| Net assets as of the end of the plan year | 2022-06-27 | 14275300 |
| Net assets as of the beginning of the plan year | 2022-06-27 | 12294789 |
| Employer contributions to plan in this plan year | 2022-06-27 | 193503 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-27 | 33675 |
| 2012 : MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,380,876 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $43,750 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $24,741 |
| Total plan assets at end of year | 2012-12-31 | $7,709,006 |
| Total plan assets at beginning of year | 2012-12-31 | $6,371,880 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $156,151 |
| Other income received | 2012-12-31 | $962,408 |
| Net income (gross income less expenses) | 2012-12-31 | $1,337,126 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,709,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,371,880 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $11,300 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $262,317 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $19,009 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $112,157 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $20,137 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,500 |
| Total plan assets at end of year | 2011-12-31 | $6,371,880 |
| Total plan assets at beginning of year | 2011-12-31 | $6,279,860 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $156,973 |
| Other income received | 2011-12-31 | $-302,522 |
| Net income (gross income less expenses) | 2011-12-31 | $92,020 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,371,880 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,279,860 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $10,400 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $257,706 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $13,637 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,192,674 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $149,473 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $149,473 |
| Total plan assets at end of year | 2010-12-31 | $6,279,860 |
| Total plan assets at beginning of year | 2010-12-31 | $5,236,659 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $141,596 |
| Other income received | 2010-12-31 | $767,383 |
| Net income (gross income less expenses) | 2010-12-31 | $1,043,201 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,279,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,236,659 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $9,200 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $283,695 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2012: MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MITCHELL CLINIC, LTD. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
