Original filing (PDF)20250403155152NAL0017257120001

DAVID R MITCHELL & ASSOCIATES

Name: DAVID R MITCHELL & ASSOCIATES — DAVID R MITCHELL & ASSOCIATES 401K PLAN, Form 5500 (2024)
Creator: DAVID R MITCHELL & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DAVID R MITCHELL & ASSOCIATES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID R MITCHELL & ASSOCIATES.

Plan sponsor

Name

DAVID R MITCHELL & ASSOCIATES

EIN

58-2223446

Address

6000 BOAT ROCK BLVD SW · ATLANTA, GA · 30336

Phone

(678) 574-9947

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

BUCHANAN HARDWOOD FLOORING COMPANY, LLC

BUCHANAN HARDWOOD FLOORING COMPANY, LLC 401(K) PROFIT SHARING PLAN

$1.7M · 77 participants

ASSOCIATED TRUSS & LUMBER, CO.

ASSOCIATED TRUSS & LUMBER 401(K) PROFIT SHARING PLAN

$1.7M · 61 participants

CERNY INDUSTRIES LLC DBA STRATA DESIGN

STRATA DESIGN PROFIT SHARING AND 401(K) PLAN

$1.7M · 37 participants

NORTH WOOD FLOORING

NORTH WOOD FLOORING SAVINGS & RETIREMENT PLAN

$1.7M · 60 participants

TIMBERLANE, INC.