Mendel Money Management Inc.
Plan context: Mendel Money Management Inc. 401(K) Profit Sharing Plan
EIN 36-3635576 • Northbrook, IL • 29 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$16,107,818
2024 Contributions
$1,171,332
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 | 6 | $16,107,818 | $1,171,332 | $195,222iApproximate average salary by contribution assumption: employee only about $4,880,550 at 4% or $3,253,700 at 6%; with 50% employer match about $3,253,700 at 4% or $2,169,133 at 6%; with 100% employer match about $2,440,275 at 4% or $1,626,850 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 6 | $15,918,656 | $1,121,332 | $186,889iApproximate average salary by contribution assumption: employee only about $4,672,217 at 4% or $3,114,811 at 6%; with 50% employer match about $3,114,811 at 4% or $2,076,541 at 6%; with 100% employer match about $2,336,108 at 4% or $1,557,406 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 4 | $189,162 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2023 | 2 | 5 | $13,658,970 | $703,463 | $140,693iApproximate average salary by contribution assumption: employee only about $3,517,315 at 4% or $2,344,877 at 6%; with 50% employer match about $2,344,877 at 4% or $1,563,251 at 6%; with 100% employer match about $1,758,658 at 4% or $1,172,438 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 5 | $13,412,797 | $428,463 | $85,693iApproximate average salary by contribution assumption: employee only about $2,142,315 at 4% or $1,428,210 at 6%; with 50% employer match about $1,428,210 at 4% or $952,140 at 6%; with 100% employer match about $1,071,158 at 4% or $714,105 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 4 | $246,173 | $275,000 | $68,750iApproximate average salary by contribution assumption: employee only about $1,718,750 at 4% or $1,145,833 at 6%; with 50% employer match about $1,145,833 at 4% or $763,889 at 6%; with 100% employer match about $859,375 at 4% or $572,917 at 6%. |
| 2022 | 2 | 6 | $12,820,677 | $7,317,299 | $1,219,550iApproximate average salary by contribution assumption: employee only about $30,488,746 at 4% or $20,325,831 at 6%; with 50% employer match about $20,325,831 at 4% or $13,550,554 at 6%; with 100% employer match about $15,244,373 at 4% or $10,162,915 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 6 | $12,615,145 | $7,247,299 | $1,207,883iApproximate average salary by contribution assumption: employee only about $30,197,079 at 4% or $20,131,386 at 6%; with 50% employer match about $20,131,386 at 4% or $13,420,924 at 6%; with 100% employer match about $15,098,540 at 4% or $10,065,693 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 4 | $205,532 | $70,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2021 | 2 | 4 | $7,556,820 | $2,072,815 | $518,204iApproximate average salary by contribution assumption: employee only about $12,955,094 at 4% or $8,636,729 at 6%; with 50% employer match about $8,636,729 at 4% or $5,757,819 at 6%; with 100% employer match about $6,477,547 at 4% or $4,318,365 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 4 | $7,163,146 | $1,772,815 | $443,204iApproximate average salary by contribution assumption: employee only about $11,080,094 at 4% or $7,386,729 at 6%; with 50% employer match about $7,386,729 at 4% or $4,924,486 at 6%; with 100% employer match about $5,540,047 at 4% or $3,693,365 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 3 | $393,674 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2020 | 2 | 4 | $6,571,891 | $420,207 | $105,052iApproximate average salary by contribution assumption: employee only about $2,626,294 at 4% or $1,750,863 at 6%; with 50% employer match about $1,750,863 at 4% or $1,167,242 at 6%; with 100% employer match about $1,313,147 at 4% or $875,431 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 4 | $4,910,488 | $120,207 | $30,052iApproximate average salary by contribution assumption: employee only about $751,294 at 4% or $500,863 at 6%; with 50% employer match about $500,863 at 4% or $333,908 at 6%; with 100% employer match about $375,647 at 4% or $250,431 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 3 | $1,661,403 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2019 | 2 | 2 | $4,787,360 | $345,550 | $172,775iApproximate average salary by contribution assumption: employee only about $4,319,375 at 4% or $2,879,583 at 6%; with 50% employer match about $2,879,583 at 4% or $1,919,722 at 6%; with 100% employer match about $2,159,688 at 4% or $1,439,792 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 2 | $3,499,046 | $90,550 | $45,275iApproximate average salary by contribution assumption: employee only about $1,131,875 at 4% or $754,583 at 6%; with 50% employer match about $754,583 at 4% or $503,056 at 6%; with 100% employer match about $565,938 at 4% or $377,292 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 2 | $1,288,314 | $255,000 | $127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%. |
| 2018 | 2 | 3 | $4,159,345 | $373,333 | $124,444iApproximate average salary by contribution assumption: employee only about $3,111,108 at 4% or $2,074,072 at 6%; with 50% employer match about $2,074,072 at 4% or $1,382,715 at 6%; with 100% employer match about $1,555,554 at 4% or $1,037,036 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 3 | $3,213,214 | $123,333 | $41,111iApproximate average salary by contribution assumption: employee only about $1,027,775 at 4% or $685,183 at 6%; with 50% employer match about $685,183 at 4% or $456,789 at 6%; with 100% employer match about $513,888 at 4% or $342,592 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 3 | $946,131 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| 2017 | 2 | 3 | $4,130,090 | $334,661 | $111,554iApproximate average salary by contribution assumption: employee only about $2,788,842 at 4% or $1,859,228 at 6%; with 50% employer match about $1,859,228 at 4% or $1,239,485 at 6%; with 100% employer match about $1,394,421 at 4% or $929,614 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 3 | $3,425,786 | $134,661 | $44,887iApproximate average salary by contribution assumption: employee only about $1,122,175 at 4% or $748,117 at 6%; with 50% employer match about $748,117 at 4% or $498,744 at 6%; with 100% employer match about $561,088 at 4% or $374,058 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 3 | $704,304 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2016 | 2 | 3 | $3,376,549 | $309,660 | $103,220iApproximate average salary by contribution assumption: employee only about $2,580,500 at 4% or $1,720,333 at 6%; with 50% employer match about $1,720,333 at 4% or $1,146,889 at 6%; with 100% employer match about $1,290,250 at 4% or $860,167 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 3 | $2,886,781 | $109,660 | $36,553iApproximate average salary by contribution assumption: employee only about $913,833 at 4% or $609,222 at 6%; with 50% employer match about $609,222 at 4% or $406,148 at 6%; with 100% employer match about $456,917 at 4% or $304,611 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 3 | $489,768 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2015 | 2 | 3 | $2,741,110 | $501,384 | $167,128iApproximate average salary by contribution assumption: employee only about $4,178,200 at 4% or $2,785,467 at 6%; with 50% employer match about $2,785,467 at 4% or $1,856,978 at 6%; with 100% employer match about $2,089,100 at 4% or $1,392,733 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 3 | $2,441,110 | $201,384 | $67,128iApproximate average salary by contribution assumption: employee only about $1,678,200 at 4% or $1,118,800 at 6%; with 50% employer match about $1,118,800 at 4% or $745,867 at 6%; with 100% employer match about $839,100 at 4% or $559,400 at 6%. |
| Mendel Money Management Inc. Pension Plan | - | 3 | $300,000 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| 2014 | 1 | 3 | $2,592,294 | $111,587 | $37,196iApproximate average salary by contribution assumption: employee only about $929,892 at 4% or $619,928 at 6%; with 50% employer match about $619,928 at 4% or $413,285 at 6%; with 100% employer match about $464,946 at 4% or $309,964 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 3 | $2,592,294 | $111,587 | $37,196iApproximate average salary by contribution assumption: employee only about $929,892 at 4% or $619,928 at 6%; with 50% employer match about $619,928 at 4% or $413,285 at 6%; with 100% employer match about $464,946 at 4% or $309,964 at 6%. |
| 2013 | 1 | 2 | $2,385,646 | $88,749 | $44,375iApproximate average salary by contribution assumption: employee only about $1,109,363 at 4% or $739,575 at 6%; with 50% employer match about $739,575 at 4% or $493,050 at 6%; with 100% employer match about $554,681 at 4% or $369,788 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 2 | $2,385,646 | $88,749 | $44,375iApproximate average salary by contribution assumption: employee only about $1,109,363 at 4% or $739,575 at 6%; with 50% employer match about $739,575 at 4% or $493,050 at 6%; with 100% employer match about $554,681 at 4% or $369,788 at 6%. |
| 2012 | 1 | 2 | $1,628,648 | $87,579 | $43,790iApproximate average salary by contribution assumption: employee only about $1,094,738 at 4% or $729,825 at 6%; with 50% employer match about $729,825 at 4% or $486,550 at 6%; with 100% employer match about $547,369 at 4% or $364,913 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 2 | $1,628,648 | $87,579 | $43,790iApproximate average salary by contribution assumption: employee only about $1,094,738 at 4% or $729,825 at 6%; with 50% employer match about $729,825 at 4% or $486,550 at 6%; with 100% employer match about $547,369 at 4% or $364,913 at 6%. |
| 2011 | 1 | 2 | $1,253,852 | $81,319 | $40,660iApproximate average salary by contribution assumption: employee only about $1,016,488 at 4% or $677,658 at 6%; with 50% employer match about $677,658 at 4% or $451,772 at 6%; with 100% employer match about $508,244 at 4% or $338,829 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 2 | $1,253,852 | $81,319 | $40,660iApproximate average salary by contribution assumption: employee only about $1,016,488 at 4% or $677,658 at 6%; with 50% employer match about $677,658 at 4% or $451,772 at 6%; with 100% employer match about $508,244 at 4% or $338,829 at 6%. |
| 2010 | 1 | 2 | $1,331,682 | $72,085 | $36,043iApproximate average salary by contribution assumption: employee only about $901,063 at 4% or $600,708 at 6%; with 50% employer match about $600,708 at 4% or $400,472 at 6%; with 100% employer match about $450,531 at 4% or $300,354 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 2 | $1,331,682 | $72,085 | $36,043iApproximate average salary by contribution assumption: employee only about $901,063 at 4% or $600,708 at 6%; with 50% employer match about $600,708 at 4% or $400,472 at 6%; with 100% employer match about $450,531 at 4% or $300,354 at 6%. |
| 2009 | 1 | 2 | $1,046,231 | $148,453 | $74,227iApproximate average salary by contribution assumption: employee only about $1,855,663 at 4% or $1,237,108 at 6%; with 50% employer match about $1,237,108 at 4% or $824,739 at 6%; with 100% employer match about $927,831 at 4% or $618,554 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 2 | $1,046,231 | $148,453 | $74,227iApproximate average salary by contribution assumption: employee only about $1,855,663 at 4% or $1,237,108 at 6%; with 50% employer match about $1,237,108 at 4% or $824,739 at 6%; with 100% employer match about $927,831 at 4% or $618,554 at 6%. |
| 2008 | 1 | 2 | $832,489 | $70,566 | $35,283iApproximate average salary by contribution assumption: employee only about $882,075 at 4% or $588,050 at 6%; with 50% employer match about $588,050 at 4% or $392,033 at 6%; with 100% employer match about $441,038 at 4% or $294,025 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 2 | $832,489 | $70,566 | $35,283iApproximate average salary by contribution assumption: employee only about $882,075 at 4% or $588,050 at 6%; with 50% employer match about $588,050 at 4% or $392,033 at 6%; with 100% employer match about $441,038 at 4% or $294,025 at 6%. |
| 2007 | 1 | 2 | $1,169,635 | $1,219,347 | $609,674iApproximate average salary by contribution assumption: employee only about $15,241,838 at 4% or $10,161,225 at 6%; with 50% employer match about $10,161,225 at 4% or $6,774,150 at 6%; with 100% employer match about $7,620,919 at 4% or $5,080,613 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 2 | $1,169,635 | $1,219,347 | $609,674iApproximate average salary by contribution assumption: employee only about $15,241,838 at 4% or $10,161,225 at 6%; with 50% employer match about $10,161,225 at 4% or $6,774,150 at 6%; with 100% employer match about $7,620,919 at 4% or $5,080,613 at 6%. |
| 2006 | 1 | 2 | $25,378 | $25,378 | $12,689iApproximate average salary by contribution assumption: employee only about $317,225 at 4% or $211,483 at 6%; with 50% employer match about $211,483 at 4% or $140,989 at 6%; with 100% employer match about $158,613 at 4% or $105,742 at 6%. |
| Mendel Money Management Inc. 401(K) Profit Sharing Plan | - | 2 | $25,378 | $25,378 | $12,689iApproximate average salary by contribution assumption: employee only about $317,225 at 4% or $211,483 at 6%; with 50% employer match about $211,483 at 4% or $140,989 at 6%; with 100% employer match about $158,613 at 4% or $105,742 at 6%. |