Civic Intelligence

Mandell & Associates PC

Plan context: Mandell & Associates PC Cash Balance Pension Plan

EIN 26-3563803 • Woodland Hills, CA • 9 filings • 2 plans

20750 Ventura Boulevard Suite 450Woodland Hills, CA 91364
Current Snapshot

Latest Year

2015

2015 Participants

11

2015 Assets

$913,117

2015 Contributions

$71,600

Historical Graphs

Total Assets Over Time

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

$1,070,718$535,359$0201120132015YearValue
$913,117Latest year 2015

Participants Over Time

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

1160201120132015YearValue
11Latest year 2015

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
2015111$913,117$71,600$6,509iApproximate average salary by contribution assumption: employee only about $162,727 at 4% or $108,485 at 6%; with 50% employer match about $108,485 at 4% or $72,323 at 6%; with 100% employer match about $81,364 at 4% or $54,242 at 6%.
Mandell & Associates PC Cash Balance Pension Plan-11$913,117$71,600$6,509iApproximate average salary by contribution assumption: employee only about $162,727 at 4% or $108,485 at 6%; with 50% employer match about $108,485 at 4% or $72,323 at 6%; with 100% employer match about $81,364 at 4% or $54,242 at 6%.
201428$1,070,718$240,262$30,033iApproximate average salary by contribution assumption: employee only about $750,819 at 4% or $500,546 at 6%; with 50% employer match about $500,546 at 4% or $333,697 at 6%; with 100% employer match about $375,409 at 4% or $250,273 at 6%.
Mandell & Associates PC Cash Balance Pension Plan-8$878,264$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
MANDELL & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN-6$192,454$40,262$6,710iApproximate average salary by contribution assumption: employee only about $167,758 at 4% or $111,839 at 6%; with 50% employer match about $111,839 at 4% or $74,559 at 6%; with 100% employer match about $83,879 at 4% or $55,919 at 6%.
201329$790,076$255,870$28,430iApproximate average salary by contribution assumption: employee only about $710,750 at 4% or $473,833 at 6%; with 50% employer match about $473,833 at 4% or $315,889 at 6%; with 100% employer match about $355,375 at 4% or $236,917 at 6%.
Mandell & Associates PC Cash Balance Pension Plan-9$627,357$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
MANDELL & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN-9$162,719$55,870$6,208iApproximate average salary by contribution assumption: employee only about $155,194 at 4% or $103,463 at 6%; with 50% employer match about $103,463 at 4% or $68,975 at 6%; with 100% employer match about $77,597 at 4% or $51,731 at 6%.
201228$481,922$255,833$31,979iApproximate average salary by contribution assumption: employee only about $799,478 at 4% or $532,985 at 6%; with 50% employer match about $532,985 at 4% or $355,324 at 6%; with 100% employer match about $399,739 at 4% or $266,493 at 6%.
Mandell & Associates PC Cash Balance Pension Plan-8$385,205$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
MANDELL & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN-8$96,717$55,833$6,979iApproximate average salary by contribution assumption: employee only about $174,478 at 4% or $116,319 at 6%; with 50% employer match about $116,319 at 4% or $77,546 at 6%; with 100% employer match about $87,239 at 4% or $58,159 at 6%.
201128$214,349$214,349$26,794iApproximate average salary by contribution assumption: employee only about $669,841 at 4% or $446,560 at 6%; with 50% employer match about $446,560 at 4% or $297,707 at 6%; with 100% employer match about $334,920 at 4% or $223,280 at 6%.
Mandell & Associates PC Cash Balance Pension Plan-7$176,260$176,260$25,180iApproximate average salary by contribution assumption: employee only about $629,500 at 4% or $419,667 at 6%; with 50% employer match about $419,667 at 4% or $279,778 at 6%; with 100% employer match about $314,750 at 4% or $209,833 at 6%.
MANDELL & ASSOCIATES, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN-8$38,089$38,089$4,761iApproximate average salary by contribution assumption: employee only about $119,028 at 4% or $79,352 at 6%; with 50% employer match about $79,352 at 4% or $52,901 at 6%; with 100% employer match about $59,514 at 4% or $39,676 at 6%.