ROBERT W MITCHELL JR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT W MITCHELL JR PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| Number of participants with account balances | 2020-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| 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 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| 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 |
| 2015: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ROBERT W MITCHELL JR PROFIT SHARING 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 | 0 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| 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: ROBERT W MITCHELL JR PROFIT SHARING 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 | 0 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| 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 |
| 2012: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROBERT W MITCHELL JR PROFIT SHARING 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 | 0 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| 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 |
| 2009: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2020 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,899,095 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $7,006,152 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $7,006,152 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $5,107,057 |
| Other income received | 2020-12-31 | $1,899,095 |
| Net income (gross income less expenses) | 2020-12-31 | $-5,107,057 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,107,057 |
| 2019 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $2,235,647 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $85,000 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $85,000 |
| Total plan assets at end of year | 2019-12-31 | $5,107,057 |
| Total plan assets at beginning of year | 2019-12-31 | $2,956,410 |
| Other income received | 2019-12-31 | $2,235,647 |
| Net income (gross income less expenses) | 2019-12-31 | $2,150,647 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,107,057 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,956,410 |
| 2018 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-7,027 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $83,000 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $83,000 |
| Total plan assets at end of year | 2018-12-31 | $2,956,410 |
| Total plan assets at beginning of year | 2018-12-31 | $3,046,437 |
| Other income received | 2018-12-31 | $-7,027 |
| Net income (gross income less expenses) | 2018-12-31 | $-90,027 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,956,410 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,046,437 |
| 2017 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $554,012 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $68,000 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $68,000 |
| Total plan assets at end of year | 2017-12-31 | $3,046,437 |
| Total plan assets at beginning of year | 2017-12-31 | $2,560,425 |
| Other income received | 2017-12-31 | $554,012 |
| Net income (gross income less expenses) | 2017-12-31 | $486,012 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,046,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,560,425 |
| 2016 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $236,489 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $62,023 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $62,000 |
| Total plan assets at end of year | 2016-12-31 | $2,560,425 |
| Total plan assets at beginning of year | 2016-12-31 | $2,385,959 |
| Other income received | 2016-12-31 | $236,489 |
| Net income (gross income less expenses) | 2016-12-31 | $174,466 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,560,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,385,959 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $23 |
| 2015 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $413,108 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $50,013 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $50,000 |
| Total plan assets at end of year | 2015-12-31 | $2,385,959 |
| Total plan assets at beginning of year | 2015-12-31 | $2,022,864 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Other income received | 2015-12-31 | $413,108 |
| Net income (gross income less expenses) | 2015-12-31 | $363,095 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,385,959 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,022,864 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $13 |
| 2014 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $304,392 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $60,000 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $60,000 |
| Total plan assets at end of year | 2014-12-31 | $2,022,864 |
| Total plan assets at beginning of year | 2014-12-31 | $1,778,472 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Other income received | 2014-12-31 | $304,392 |
| Net income (gross income less expenses) | 2014-12-31 | $244,392 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,022,864 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,778,472 |
| 2013 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $325,113 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $60,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $60,000 |
| Total plan assets at end of year | 2013-12-31 | $1,778,472 |
| Total plan assets at beginning of year | 2013-12-31 | $1,513,359 |
| Other income received | 2013-12-31 | $325,113 |
| Net income (gross income less expenses) | 2013-12-31 | $265,113 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,778,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,513,359 |
| 2012 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $197,707 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $60,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $60,000 |
| Total plan assets at end of year | 2012-12-31 | $1,513,359 |
| Total plan assets at beginning of year | 2012-12-31 | $1,375,652 |
| Other income received | 2012-12-31 | $197,707 |
| Net income (gross income less expenses) | 2012-12-31 | $137,707 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,513,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,375,652 |
| 2011 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-16,785 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $63,000 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $63,000 |
| Total plan assets at end of year | 2011-12-31 | $1,375,652 |
| Total plan assets at beginning of year | 2011-12-31 | $1,455,437 |
| Other income received | 2011-12-31 | $-16,785 |
| Net income (gross income less expenses) | 2011-12-31 | $-79,785 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,375,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,455,437 |
| 2010 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $232,429 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $59,000 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $59,000 |
| Total plan assets at end of year | 2010-12-31 | $1,455,437 |
| Total plan assets at beginning of year | 2010-12-31 | $1,282,008 |
| Other income received | 2010-12-31 | $232,429 |
| Net income (gross income less expenses) | 2010-12-31 | $173,429 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,455,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,282,008 |
| 2020: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBERT W MITCHELL JR PROFIT SHARING 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: ROBERT W MITCHELL JR PROFIT SHARING 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: ROBERT W MITCHELL JR PROFIT SHARING 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: ROBERT W MITCHELL JR PROFIT SHARING 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 |
| 2015: ROBERT W MITCHELL JR PROFIT SHARING 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: ROBERT W MITCHELL JR PROFIT SHARING 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: ROBERT W MITCHELL JR PROFIT SHARING 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 |
| 2012: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT W MITCHELL JR PROFIT SHARING 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 |
| 2009: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |