David Mandel & Associates LLC
Plan context: David Mandel & Associates LLC 401(K)
EIN 20-4716590 • Canton, CT • 15 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$1,244,817
2024 Contributions
$158,325
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 18 | $1,244,817 | $158,325 | $8,796iApproximate average salary by contribution assumption: employee only about $219,896 at 4% or $146,597 at 6%; with 50% employer match about $146,597 at 4% or $97,731 at 6%; with 100% employer match about $109,948 at 4% or $73,299 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 18 | $1,244,817 | $158,325 | $8,796iApproximate average salary by contribution assumption: employee only about $219,896 at 4% or $146,597 at 6%; with 50% employer match about $146,597 at 4% or $97,731 at 6%; with 100% employer match about $109,948 at 4% or $73,299 at 6%. |
| 2023 | 1 | 16 | $978,130 | $162,340 | $10,146iApproximate average salary by contribution assumption: employee only about $253,656 at 4% or $169,104 at 6%; with 50% employer match about $169,104 at 4% or $112,736 at 6%; with 100% employer match about $126,828 at 4% or $84,552 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 16 | $978,130 | $162,340 | $10,146iApproximate average salary by contribution assumption: employee only about $253,656 at 4% or $169,104 at 6%; with 50% employer match about $169,104 at 4% or $112,736 at 6%; with 100% employer match about $126,828 at 4% or $84,552 at 6%. |
| 2022 | 1 | 15 | $749,049 | $131,896 | $8,793iApproximate average salary by contribution assumption: employee only about $219,827 at 4% or $146,551 at 6%; with 50% employer match about $146,551 at 4% or $97,701 at 6%; with 100% employer match about $109,913 at 4% or $73,276 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 15 | $749,049 | $131,896 | $8,793iApproximate average salary by contribution assumption: employee only about $219,827 at 4% or $146,551 at 6%; with 50% employer match about $146,551 at 4% or $97,701 at 6%; with 100% employer match about $109,913 at 4% or $73,276 at 6%. |
| 2021 | 1 | 12 | $755,135 | $96,505 | $8,042iApproximate average salary by contribution assumption: employee only about $201,052 at 4% or $134,035 at 6%; with 50% employer match about $134,035 at 4% or $89,356 at 6%; with 100% employer match about $100,526 at 4% or $67,017 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 12 | $755,135 | $96,505 | $8,042iApproximate average salary by contribution assumption: employee only about $201,052 at 4% or $134,035 at 6%; with 50% employer match about $134,035 at 4% or $89,356 at 6%; with 100% employer match about $100,526 at 4% or $67,017 at 6%. |
| 2020 | 1 | 9 | $573,741 | $54,494 | $6,055iApproximate average salary by contribution assumption: employee only about $151,372 at 4% or $100,915 at 6%; with 50% employer match about $100,915 at 4% or $67,277 at 6%; with 100% employer match about $75,686 at 4% or $50,457 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 9 | $573,741 | $54,494 | $6,055iApproximate average salary by contribution assumption: employee only about $151,372 at 4% or $100,915 at 6%; with 50% employer match about $100,915 at 4% or $67,277 at 6%; with 100% employer match about $75,686 at 4% or $50,457 at 6%. |
| 2019 | 1 | 8 | $441,581 | $90,968 | $11,371iApproximate average salary by contribution assumption: employee only about $284,275 at 4% or $189,517 at 6%; with 50% employer match about $189,517 at 4% or $126,344 at 6%; with 100% employer match about $142,138 at 4% or $94,758 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 8 | $441,581 | $90,968 | $11,371iApproximate average salary by contribution assumption: employee only about $284,275 at 4% or $189,517 at 6%; with 50% employer match about $189,517 at 4% or $126,344 at 6%; with 100% employer match about $142,138 at 4% or $94,758 at 6%. |
| 2018 | 1 | 6 | $278,573 | $47,790 | $7,965iApproximate average salary by contribution assumption: employee only about $199,125 at 4% or $132,750 at 6%; with 50% employer match about $132,750 at 4% or $88,500 at 6%; with 100% employer match about $99,563 at 4% or $66,375 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 6 | $278,573 | $47,790 | $7,965iApproximate average salary by contribution assumption: employee only about $199,125 at 4% or $132,750 at 6%; with 50% employer match about $132,750 at 4% or $88,500 at 6%; with 100% employer match about $99,563 at 4% or $66,375 at 6%. |
| 2017 | 1 | 5 | $395,763 | $93,442 | $18,688iApproximate average salary by contribution assumption: employee only about $467,210 at 4% or $311,473 at 6%; with 50% employer match about $311,473 at 4% or $207,649 at 6%; with 100% employer match about $233,605 at 4% or $155,737 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 5 | $395,763 | $93,442 | $18,688iApproximate average salary by contribution assumption: employee only about $467,210 at 4% or $311,473 at 6%; with 50% employer match about $311,473 at 4% or $207,649 at 6%; with 100% employer match about $233,605 at 4% or $155,737 at 6%. |
| 2016 | 1 | 7 | $315,725 | $21,196 | $3,028iApproximate average salary by contribution assumption: employee only about $75,700 at 4% or $50,467 at 6%; with 50% employer match about $50,467 at 4% or $33,644 at 6%; with 100% employer match about $37,850 at 4% or $25,233 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 7 | $315,725 | $21,196 | $3,028iApproximate average salary by contribution assumption: employee only about $75,700 at 4% or $50,467 at 6%; with 50% employer match about $50,467 at 4% or $33,644 at 6%; with 100% employer match about $37,850 at 4% or $25,233 at 6%. |
| 2015 | 1 | 6 | $282,904 | $53,923 | $8,987iApproximate average salary by contribution assumption: employee only about $224,679 at 4% or $149,786 at 6%; with 50% employer match about $149,786 at 4% or $99,857 at 6%; with 100% employer match about $112,340 at 4% or $74,893 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 6 | $282,904 | $53,923 | $8,987iApproximate average salary by contribution assumption: employee only about $224,679 at 4% or $149,786 at 6%; with 50% employer match about $149,786 at 4% or $99,857 at 6%; with 100% employer match about $112,340 at 4% or $74,893 at 6%. |
| 2014 | 1 | 8 | $242,364 | $19,998 | $2,500iApproximate average salary by contribution assumption: employee only about $62,494 at 4% or $41,663 at 6%; with 50% employer match about $41,663 at 4% or $27,775 at 6%; with 100% employer match about $31,247 at 4% or $20,831 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 8 | $242,364 | $19,998 | $2,500iApproximate average salary by contribution assumption: employee only about $62,494 at 4% or $41,663 at 6%; with 50% employer match about $41,663 at 4% or $27,775 at 6%; with 100% employer match about $31,247 at 4% or $20,831 at 6%. |
| 2013 | 1 | 8 | $215,216 | $56,132 | $7,017iApproximate average salary by contribution assumption: employee only about $175,413 at 4% or $116,942 at 6%; with 50% employer match about $116,942 at 4% or $77,961 at 6%; with 100% employer match about $87,706 at 4% or $58,471 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 8 | $215,216 | $56,132 | $7,017iApproximate average salary by contribution assumption: employee only about $175,413 at 4% or $116,942 at 6%; with 50% employer match about $116,942 at 4% or $77,961 at 6%; with 100% employer match about $87,706 at 4% or $58,471 at 6%. |
| 2012 | 1 | 7 | $128,717 | $67,692 | $9,670iApproximate average salary by contribution assumption: employee only about $241,757 at 4% or $161,171 at 6%; with 50% employer match about $161,171 at 4% or $107,448 at 6%; with 100% employer match about $120,879 at 4% or $80,586 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 7 | $128,717 | $67,692 | $9,670iApproximate average salary by contribution assumption: employee only about $241,757 at 4% or $161,171 at 6%; with 50% employer match about $161,171 at 4% or $107,448 at 6%; with 100% employer match about $120,879 at 4% or $80,586 at 6%. |
| 2011 | 1 | 7 | $50,163 | $43,603 | $6,229iApproximate average salary by contribution assumption: employee only about $155,725 at 4% or $103,817 at 6%; with 50% employer match about $103,817 at 4% or $69,211 at 6%; with 100% employer match about $77,863 at 4% or $51,908 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 7 | $50,163 | $43,603 | $6,229iApproximate average salary by contribution assumption: employee only about $155,725 at 4% or $103,817 at 6%; with 50% employer match about $103,817 at 4% or $69,211 at 6%; with 100% employer match about $77,863 at 4% or $51,908 at 6%. |
| 2010 | 1 | 6 | $8,687 | $8,684 | $1,447iApproximate average salary by contribution assumption: employee only about $36,183 at 4% or $24,122 at 6%; with 50% employer match about $24,122 at 4% or $16,081 at 6%; with 100% employer match about $18,092 at 4% or $12,061 at 6%. |
| David Mandel & Associates LLC 401(K) | - | 6 | $8,687 | $8,684 | $1,447iApproximate average salary by contribution assumption: employee only about $36,183 at 4% or $24,122 at 6%; with 50% employer match about $24,122 at 4% or $16,081 at 6%; with 100% employer match about $18,092 at 4% or $12,061 at 6%. |