Jack Joseph Morton Mandel
Plan context: Mandel Foundation 401(K) Retirement Plan
EIN 34-6546418 • Cleveland, OH • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$1,360,740
2024 Contributions
$568,920
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 | 2 | 31 | $1,360,740 | $568,920 | $18,352iApproximate average salary by contribution assumption: employee only about $458,806 at 4% or $305,871 at 6%; with 50% employer match about $305,871 at 4% or $203,914 at 6%; with 100% employer match about $229,403 at 4% or $152,935 at 6%. |
| Mandel Foundation 401(K) Retirement Plan | - | 31 | $1,358,734 | $371,322 | $11,978iApproximate average salary by contribution assumption: employee only about $299,453 at 4% or $199,635 at 6%; with 50% employer match about $199,635 at 4% or $133,090 at 6%; with 100% employer match about $149,727 at 4% or $99,818 at 6%. |
| Jack Joseph Morton Mandel Soca Benefit Plan | - | 15 | $2,006 | $197,598 | $13,173iApproximate average salary by contribution assumption: employee only about $329,330 at 4% or $219,553 at 6%; with 50% employer match about $219,553 at 4% or $146,369 at 6%; with 100% employer match about $164,665 at 4% or $109,777 at 6%. |
| 2023 | 1 | 24 | $876,881 | $250,957 | $10,457iApproximate average salary by contribution assumption: employee only about $261,414 at 4% or $174,276 at 6%; with 50% employer match about $174,276 at 4% or $116,184 at 6%; with 100% employer match about $130,707 at 4% or $87,138 at 6%. |
| Mandel Foundation 401(K) Retirement Plan | - | 24 | $876,881 | $250,957 | $10,457iApproximate average salary by contribution assumption: employee only about $261,414 at 4% or $174,276 at 6%; with 50% employer match about $174,276 at 4% or $116,184 at 6%; with 100% employer match about $130,707 at 4% or $87,138 at 6%. |
| 2022 | 1 | 20 | $524,016 | $240,031 | $12,002iApproximate average salary by contribution assumption: employee only about $300,039 at 4% or $200,026 at 6%; with 50% employer match about $200,026 at 4% or $133,351 at 6%; with 100% employer match about $150,019 at 4% or $100,013 at 6%. |
| Mandel Foundation 401(K) Retirement Plan | - | 20 | $524,016 | $240,031 | $12,002iApproximate average salary by contribution assumption: employee only about $300,039 at 4% or $200,026 at 6%; with 50% employer match about $200,026 at 4% or $133,351 at 6%; with 100% employer match about $150,019 at 4% or $100,013 at 6%. |
| 2021 | 1 | 15 | $346,455 | $153,501 | $10,233iApproximate average salary by contribution assumption: employee only about $255,835 at 4% or $170,557 at 6%; with 50% employer match about $170,557 at 4% or $113,704 at 6%; with 100% employer match about $127,918 at 4% or $85,278 at 6%. |
| Mandel Foundation 401(K) Retirement Plan | - | 15 | $346,455 | $153,501 | $10,233iApproximate average salary by contribution assumption: employee only about $255,835 at 4% or $170,557 at 6%; with 50% employer match about $170,557 at 4% or $113,704 at 6%; with 100% employer match about $127,918 at 4% or $85,278 at 6%. |
| 2020 | 1 | 11 | $164,739 | $82,515 | $7,501iApproximate average salary by contribution assumption: employee only about $187,534 at 4% or $125,023 at 6%; with 50% employer match about $125,023 at 4% or $83,348 at 6%; with 100% employer match about $93,767 at 4% or $62,511 at 6%. |
| Mandel Foundation 401(K) Retirement Plan | - | 11 | $164,739 | $82,515 | $7,501iApproximate average salary by contribution assumption: employee only about $187,534 at 4% or $125,023 at 6%; with 50% employer match about $125,023 at 4% or $83,348 at 6%; with 100% employer match about $93,767 at 4% or $62,511 at 6%. |
| 2019 | 1 | 8 | $91,922 | $85,406 | $10,676iApproximate average salary by contribution assumption: employee only about $266,894 at 4% or $177,929 at 6%; with 50% employer match about $177,929 at 4% or $118,619 at 6%; with 100% employer match about $133,447 at 4% or $88,965 at 6%. |
| Mandel Foundation 401(K) Retirement Plan | - | 8 | $91,922 | $85,406 | $10,676iApproximate average salary by contribution assumption: employee only about $266,894 at 4% or $177,929 at 6%; with 50% employer match about $177,929 at 4% or $118,619 at 6%; with 100% employer match about $133,447 at 4% or $88,965 at 6%. |