Original filing (PDF)20250730163046NAL0010948626001

MITCHELL & ASSOCIATES, PLLC

Name: MITCHELL & ASSOCIATES, PLLC — MITCHELL & ASSOCITES, PLLC 401(K)RETIREMENT PLAN, Form 5500 (2024)
Creator: MITCHELL & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

MITCHELL & ASSOCITES, PLLC 401(K)RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 MITCHELL & ASSOCIATES, PLLC.

Plan sponsor

Name

MITCHELL & ASSOCIATES, PLLC

EIN

61-1364409

Address

P.O. BOX 255 · HENDERSON, KY · 424190255

Phone

(270) 827-5828

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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