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ROBERT W MITCHELL JR PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT W MITCHELL JR PROFIT SHARING PLAN
Plan identification number 002

ROBERT W MITCHELL JR 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
  • Plan covering Self-Employed individuals.
  • 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.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

ROBERT W MITCHELL JR has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W MITCHELL JR
Employer identification number (EIN):541168320
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W MITCHELL JR PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERT W MITCHELL III
0022016-01-01ROBERT W MITCHELL III
0022015-01-01ROBERT W MITCHELL III
0022014-01-01ROBERT W MITCHELL III
0022013-01-01ROBERT W MITCHELL III
0022012-01-01ROBERT W MITCHELL III
0022011-01-01ROBERT W MITCHELL III
0022009-01-01ROBERT W MITCHELL III

Plan Statistics for ROBERT W MITCHELL JR PROFIT SHARING PLAN

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

Financial Data on ROBERT W MITCHELL JR PROFIT SHARING PLAN

Measure Date Value
2020 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,899,095
Expenses. Total of all expenses incurred2020-12-31$7,006,152
Benefits paid (including direct rollovers)2020-12-31$7,006,152
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$5,107,057
Other income received2020-12-31$1,899,095
Net income (gross income less expenses)2020-12-31$-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 sources2019-12-31$2,235,647
Expenses. Total of all expenses incurred2019-12-31$85,000
Benefits paid (including direct rollovers)2019-12-31$85,000
Total plan assets at end of year2019-12-31$5,107,057
Total plan assets at beginning of year2019-12-31$2,956,410
Other income received2019-12-31$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$2,956,410
2018 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-7,027
Expenses. Total of all expenses incurred2018-12-31$83,000
Benefits paid (including direct rollovers)2018-12-31$83,000
Total plan assets at end of year2018-12-31$2,956,410
Total plan assets at beginning of year2018-12-31$3,046,437
Other income received2018-12-31$-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 sources2017-12-31$554,012
Expenses. Total of all expenses incurred2017-12-31$68,000
Benefits paid (including direct rollovers)2017-12-31$68,000
Total plan assets at end of year2017-12-31$3,046,437
Total plan assets at beginning of year2017-12-31$2,560,425
Other income received2017-12-31$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 sources2016-12-31$236,489
Expenses. Total of all expenses incurred2016-12-31$62,023
Benefits paid (including direct rollovers)2016-12-31$62,000
Total plan assets at end of year2016-12-31$2,560,425
Total plan assets at beginning of year2016-12-31$2,385,959
Other income received2016-12-31$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 sources2015-12-31$413,108
Expenses. Total of all expenses incurred2015-12-31$50,013
Benefits paid (including direct rollovers)2015-12-31$50,000
Total plan assets at end of year2015-12-31$2,385,959
Total plan assets at beginning of year2015-12-31$2,022,864
Value of fidelity bond covering the plan2015-12-31$250,000
Other income received2015-12-31$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 sources2014-12-31$304,392
Expenses. Total of all expenses incurred2014-12-31$60,000
Benefits paid (including direct rollovers)2014-12-31$60,000
Total plan assets at end of year2014-12-31$2,022,864
Total plan assets at beginning of year2014-12-31$1,778,472
Value of fidelity bond covering the plan2014-12-31$250,000
Other income received2014-12-31$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 sources2013-12-31$325,113
Expenses. Total of all expenses incurred2013-12-31$60,000
Benefits paid (including direct rollovers)2013-12-31$60,000
Total plan assets at end of year2013-12-31$1,778,472
Total plan assets at beginning of year2013-12-31$1,513,359
Other income received2013-12-31$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 sources2012-12-31$197,707
Expenses. Total of all expenses incurred2012-12-31$60,000
Benefits paid (including direct rollovers)2012-12-31$60,000
Total plan assets at end of year2012-12-31$1,513,359
Total plan assets at beginning of year2012-12-31$1,375,652
Other income received2012-12-31$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$1,375,652
2011 : ROBERT W MITCHELL JR PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-16,785
Expenses. Total of all expenses incurred2011-12-31$63,000
Benefits paid (including direct rollovers)2011-12-31$63,000
Total plan assets at end of year2011-12-31$1,375,652
Total plan assets at beginning of year2011-12-31$1,455,437
Other income received2011-12-31$-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 sources2010-12-31$232,429
Expenses. Total of all expenses incurred2010-12-31$59,000
Benefits paid (including direct rollovers)2010-12-31$59,000
Total plan assets at end of year2010-12-31$1,455,437
Total plan assets at beginning of year2010-12-31$1,282,008
Other income received2010-12-31$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

Form 5500 Responses for ROBERT W MITCHELL JR PROFIT SHARING PLAN

2020: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT W MITCHELL JR 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 JR 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 JR 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 JR 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 JR 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 JR 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 JR 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 JR 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 JR 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
2009: ROBERT W MITCHELL JR PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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