Civic Intelligence

Mendelsohn Oseran & Spencer PLC

Plan context: Mendelsohn Oseran & Spencer PLC 401-K Plan

EIN 20-1814212 • Tucson, AZ • 34 filings • 9 plans

2525 E. Broadway Blvd. Suite 201Tucson, AZ 85716
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,521,394

2024 Contributions

$81,330

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,602,550$1,801,275$0200420152024YearValue
$1,521,394Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740200420142024YearValue
2Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202412$1,521,394$81,330$40,665iApproximate average salary by contribution assumption: employee only about $1,016,625 at 4% or $677,750 at 6%; with 50% employer match about $677,750 at 4% or $451,833 at 6%; with 100% employer match about $508,313 at 4% or $338,875 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-2$1,521,394$81,330$40,665iApproximate average salary by contribution assumption: employee only about $1,016,625 at 4% or $677,750 at 6%; with 50% employer match about $677,750 at 4% or $451,833 at 6%; with 100% employer match about $508,313 at 4% or $338,875 at 6%.
202312$1,304,845$90,662$45,331iApproximate average salary by contribution assumption: employee only about $1,133,275 at 4% or $755,517 at 6%; with 50% employer match about $755,517 at 4% or $503,678 at 6%; with 100% employer match about $566,638 at 4% or $377,758 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-2$1,304,845$90,662$45,331iApproximate average salary by contribution assumption: employee only about $1,133,275 at 4% or $755,517 at 6%; with 50% employer match about $755,517 at 4% or $503,678 at 6%; with 100% employer match about $566,638 at 4% or $377,758 at 6%.
202213$1,164,883$40,252$13,417iApproximate average salary by contribution assumption: employee only about $335,433 at 4% or $223,622 at 6%; with 50% employer match about $223,622 at 4% or $149,081 at 6%; with 100% employer match about $167,717 at 4% or $111,811 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-3$1,164,883$40,252$13,417iApproximate average salary by contribution assumption: employee only about $335,433 at 4% or $223,622 at 6%; with 50% employer match about $223,622 at 4% or $149,081 at 6%; with 100% employer match about $167,717 at 4% or $111,811 at 6%.
202112$1,364,335$51,713$25,857iApproximate average salary by contribution assumption: employee only about $646,413 at 4% or $430,942 at 6%; with 50% employer match about $430,942 at 4% or $287,294 at 6%; with 100% employer match about $323,206 at 4% or $215,471 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-2$1,364,335$51,713$25,857iApproximate average salary by contribution assumption: employee only about $646,413 at 4% or $430,942 at 6%; with 50% employer match about $430,942 at 4% or $287,294 at 6%; with 100% employer match about $323,206 at 4% or $215,471 at 6%.
202013$1,182,599$62,074$20,691iApproximate average salary by contribution assumption: employee only about $517,283 at 4% or $344,856 at 6%; with 50% employer match about $344,856 at 4% or $229,904 at 6%; with 100% employer match about $258,642 at 4% or $172,428 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-3$1,182,599$62,074$20,691iApproximate average salary by contribution assumption: employee only about $517,283 at 4% or $344,856 at 6%; with 50% employer match about $344,856 at 4% or $229,904 at 6%; with 100% employer match about $258,642 at 4% or $172,428 at 6%.
201913$1,511,133$81,704$27,235iApproximate average salary by contribution assumption: employee only about $680,867 at 4% or $453,911 at 6%; with 50% employer match about $453,911 at 4% or $302,607 at 6%; with 100% employer match about $340,433 at 4% or $226,956 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-3$1,511,133$81,704$27,235iApproximate average salary by contribution assumption: employee only about $680,867 at 4% or $453,911 at 6%; with 50% employer match about $453,911 at 4% or $302,607 at 6%; with 100% employer match about $340,433 at 4% or $226,956 at 6%.
201813$1,175,192$79,173$26,391iApproximate average salary by contribution assumption: employee only about $659,775 at 4% or $439,850 at 6%; with 50% employer match about $439,850 at 4% or $293,233 at 6%; with 100% employer match about $329,888 at 4% or $219,925 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-3$1,175,192$79,173$26,391iApproximate average salary by contribution assumption: employee only about $659,775 at 4% or $439,850 at 6%; with 50% employer match about $439,850 at 4% or $293,233 at 6%; with 100% employer match about $329,888 at 4% or $219,925 at 6%.
201723$3,433,924$125,001$41,667iApproximate average salary by contribution assumption: employee only about $1,041,675 at 4% or $694,450 at 6%; with 50% employer match about $694,450 at 4% or $462,967 at 6%; with 100% employer match about $520,838 at 4% or $347,225 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-3$3,433,924$125,001$41,667iApproximate average salary by contribution assumption: employee only about $1,041,675 at 4% or $694,450 at 6%; with 50% employer match about $694,450 at 4% or $462,967 at 6%; with 100% employer match about $520,838 at 4% or $347,225 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-0$0$0-
201625$3,602,550$69,217$13,843iApproximate average salary by contribution assumption: employee only about $346,085 at 4% or $230,723 at 6%; with 50% employer match about $230,723 at 4% or $153,816 at 6%; with 100% employer match about $173,043 at 4% or $115,362 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-5$2,931,472$69,217$13,843iApproximate average salary by contribution assumption: employee only about $346,085 at 4% or $230,723 at 6%; with 50% employer match about $230,723 at 4% or $153,816 at 6%; with 100% employer match about $173,043 at 4% or $115,362 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$671,078--
201525$3,318,377$68,102$13,620iApproximate average salary by contribution assumption: employee only about $340,510 at 4% or $227,007 at 6%; with 50% employer match about $227,007 at 4% or $151,338 at 6%; with 100% employer match about $170,255 at 4% or $113,503 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-5$2,649,426$68,102$13,620iApproximate average salary by contribution assumption: employee only about $340,510 at 4% or $227,007 at 6%; with 50% employer match about $227,007 at 4% or $151,338 at 6%; with 100% employer match about $170,255 at 4% or $113,503 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$668,951--
201425$3,337,822$1,935,946$387,189iApproximate average salary by contribution assumption: employee only about $9,679,730 at 4% or $6,453,153 at 6%; with 50% employer match about $6,453,153 at 4% or $4,302,102 at 6%; with 100% employer match about $4,839,865 at 4% or $3,226,577 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-5$2,669,200$1,910,946$382,189iApproximate average salary by contribution assumption: employee only about $9,554,730 at 4% or $6,369,820 at 6%; with 50% employer match about $6,369,820 at 4% or $4,246,547 at 6%; with 100% employer match about $4,777,365 at 4% or $3,184,910 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$668,622$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201327$3,149,906$192,820$27,546iApproximate average salary by contribution assumption: employee only about $688,643 at 4% or $459,095 at 6%; with 50% employer match about $459,095 at 4% or $306,063 at 6%; with 100% employer match about $344,321 at 4% or $229,548 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$2,446,219$123,228$41,076iApproximate average salary by contribution assumption: employee only about $1,026,900 at 4% or $684,600 at 6%; with 50% employer match about $684,600 at 4% or $456,400 at 6%; with 100% employer match about $513,450 at 4% or $342,300 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-7$703,687$69,592$9,942iApproximate average salary by contribution assumption: employee only about $248,543 at 4% or $165,695 at 6%; with 50% employer match about $165,695 at 4% or $110,463 at 6%; with 100% employer match about $124,271 at 4% or $82,848 at 6%.
201227$2,414,057$93,120$13,303iApproximate average salary by contribution assumption: employee only about $332,571 at 4% or $221,714 at 6%; with 50% employer match about $221,714 at 4% or $147,810 at 6%; with 100% employer match about $166,286 at 4% or $110,857 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$1,927,793$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-7$486,264$41,120$5,874iApproximate average salary by contribution assumption: employee only about $146,857 at 4% or $97,905 at 6%; with 50% employer match about $97,905 at 4% or $65,270 at 6%; with 100% employer match about $73,429 at 4% or $48,952 at 6%.
201127$2,124,827$188,632$26,947iApproximate average salary by contribution assumption: employee only about $673,686 at 4% or $449,124 at 6%; with 50% employer match about $449,124 at 4% or $299,416 at 6%; with 100% employer match about $336,843 at 4% or $224,562 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$1,742,993$148,000$49,333iApproximate average salary by contribution assumption: employee only about $1,233,333 at 4% or $822,222 at 6%; with 50% employer match about $822,222 at 4% or $548,148 at 6%; with 100% employer match about $616,667 at 4% or $411,111 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-7$381,834$40,632$5,805iApproximate average salary by contribution assumption: employee only about $145,114 at 4% or $96,743 at 6%; with 50% employer match about $96,743 at 4% or $64,495 at 6%; with 100% employer match about $72,557 at 4% or $48,371 at 6%.
201027$1,950,274$138,920$19,846iApproximate average salary by contribution assumption: employee only about $496,143 at 4% or $330,762 at 6%; with 50% employer match about $330,762 at 4% or $220,508 at 6%; with 100% employer match about $248,071 at 4% or $165,381 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$1,601,401$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-7$348,873$38,920$5,560iApproximate average salary by contribution assumption: employee only about $139,000 at 4% or $92,667 at 6%; with 50% employer match about $92,667 at 4% or $61,778 at 6%; with 100% employer match about $69,500 at 4% or $46,333 at 6%.
200927$1,411,940$137,343$19,620iApproximate average salary by contribution assumption: employee only about $490,511 at 4% or $327,007 at 6%; with 50% employer match about $327,007 at 4% or $218,005 at 6%; with 100% employer match about $245,255 at 4% or $163,504 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$1,136,663$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-7$275,277$37,343$5,335iApproximate average salary by contribution assumption: employee only about $133,368 at 4% or $88,912 at 6%; with 50% employer match about $88,912 at 4% or $59,275 at 6%; with 100% employer match about $66,684 at 4% or $44,456 at 6%.
200826$0$0-
Mendelsohn Oseran & Spencer PLC 401-K Plan-6---
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3---
200726$189,192$36,796$6,133iApproximate average salary by contribution assumption: employee only about $153,317 at 4% or $102,211 at 6%; with 50% employer match about $102,211 at 4% or $68,141 at 6%; with 100% employer match about $76,658 at 4% or $51,106 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-6$189,192$36,796$6,133iApproximate average salary by contribution assumption: employee only about $153,317 at 4% or $102,211 at 6%; with 50% employer match about $102,211 at 4% or $68,141 at 6%; with 100% employer match about $76,658 at 4% or $51,106 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3---
200626$857,067$221,777$36,963iApproximate average salary by contribution assumption: employee only about $924,071 at 4% or $616,047 at 6%; with 50% employer match about $616,047 at 4% or $410,698 at 6%; with 100% employer match about $462,035 at 4% or $308,024 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$718,701$187,335$62,445iApproximate average salary by contribution assumption: employee only about $1,561,125 at 4% or $1,040,750 at 6%; with 50% employer match about $1,040,750 at 4% or $693,833 at 6%; with 100% employer match about $780,563 at 4% or $520,375 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-6$138,366$34,442$5,740iApproximate average salary by contribution assumption: employee only about $143,508 at 4% or $95,672 at 6%; with 50% employer match about $95,672 at 4% or $63,781 at 6%; with 100% employer match about $71,754 at 4% or $47,836 at 6%.
200526$1,147,770$493,756$82,293iApproximate average salary by contribution assumption: employee only about $2,057,317 at 4% or $1,371,544 at 6%; with 50% employer match about $1,371,544 at 4% or $914,363 at 6%; with 100% employer match about $1,028,658 at 4% or $685,772 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-6$649,314$80,052$13,342iApproximate average salary by contribution assumption: employee only about $333,550 at 4% or $222,367 at 6%; with 50% employer match about $222,367 at 4% or $148,244 at 6%; with 100% employer match about $166,775 at 4% or $111,183 at 6%.
Mendelsohn Oseran & Spencer PLC Defined Benefit Plan-3$498,456$413,704$137,901iApproximate average salary by contribution assumption: employee only about $3,447,533 at 4% or $2,298,356 at 6%; with 50% employer match about $2,298,356 at 4% or $1,532,237 at 6%; with 100% employer match about $1,723,767 at 4% or $1,149,178 at 6%.
200416$931,351$119,483$19,914iApproximate average salary by contribution assumption: employee only about $497,846 at 4% or $331,897 at 6%; with 50% employer match about $331,897 at 4% or $221,265 at 6%; with 100% employer match about $248,923 at 4% or $165,949 at 6%.
Mendelsohn Oseran & Spencer PLC 401-K Plan-6$931,351$119,483$19,914iApproximate average salary by contribution assumption: employee only about $497,846 at 4% or $331,897 at 6%; with 50% employer match about $331,897 at 4% or $221,265 at 6%; with 100% employer match about $248,923 at 4% or $165,949 at 6%.