Civic Intelligence

Mandell L. Berman

Plan context: MANDELL L. BERMAN DEFINED BENEFIT PENSION PLAN & TRUST #2

EIN 38-1444455 • Southfield, MI • 10 filings • 2 plans

29100 Northwestern Highway, Suite 3Southfield, MI 48234
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$242,078

2018 Contributions

$103,430

Historical Graphs

Total Assets Over Time

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

$735,985$367,993$0201320152017YearValue
$242,078Latest year 2017

Participants Over Time

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

110201320152017YearValue
1Latest year 2017

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
201810$0$103,430-
MANDELL L. BERMAN DEFINED BENEFIT PENSION PLAN & TRUST #2-0$0$103,430-
201711$242,078$0-
MANDELL L. BERMAN DEFINED BENEFIT PENSION PLAN & TRUST #2-1$242,078--
201621$230,756$125,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
MANDELL L. BERMAN DEFINED BENEFIT PENSION PLAN & TRUST #2-1$230,756$75,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Mandell L. Berman Defined Benefit Pension Plan & Trust-0$0$50,000-
201521$735,985$145,000$145,000iApproximate average salary by contribution assumption: employee only about $3,625,000 at 4% or $2,416,667 at 6%; with 50% employer match about $2,416,667 at 4% or $1,611,111 at 6%; with 100% employer match about $1,812,500 at 4% or $1,208,333 at 6%.
Mandell L. Berman Defined Benefit Pension Plan & Trust-1$585,631$95,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
MANDELL L. BERMAN DEFINED BENEFIT PENSION PLAN & TRUST #2-1$150,354$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201421$567,581$305,000$305,000iApproximate average salary by contribution assumption: employee only about $7,625,000 at 4% or $5,083,333 at 6%; with 50% employer match about $5,083,333 at 4% or $3,388,889 at 6%; with 100% employer match about $3,812,500 at 4% or $2,541,667 at 6%.
Mandell L. Berman Defined Benefit Pension Plan & Trust-1$465,643$255,000$255,000iApproximate average salary by contribution assumption: employee only about $6,375,000 at 4% or $4,250,000 at 6%; with 50% employer match about $4,250,000 at 4% or $2,833,333 at 6%; with 100% employer match about $3,187,500 at 4% or $2,125,000 at 6%.
MANDELL L. BERMAN DEFINED BENEFIT PENSION PLAN & TRUST #2-1$101,938$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201321$250,000$250,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
Mandell L. Berman Defined Benefit Pension Plan & Trust-1$200,000$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
MANDELL L. BERMAN DEFINED BENEFIT PENSION PLAN & TRUST #2-1$50,000$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Mandell L. Berman | EIN 38-1444455 | 2018 Form 5500 Company Profile