Civic Intelligence

Maria Mendelsohn LLC

Plan context: The MM LLC Cash Balance Plan

EIN 45-3179688 • Wellington, FL • 14 filings • 2 plans

10680 W. Forest Hill Blvd Suite 220Wellington, FL 33414
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,591,751

2025 Contributions

$413,000

Historical Graphs

Total Assets Over Time

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

$2,390,363$1,195,182$0201820222025YearValue
$1,591,751Latest year 2025

Participants Over Time

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

320201920222025YearValue
2Latest year 2025

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
202512$1,591,751$0-
The MM LLC Cash Balance Plan-2$1,591,751$0-
202423$2,390,363$413,000$137,667iApproximate average salary by contribution assumption: employee only about $3,441,667 at 4% or $2,294,444 at 6%; with 50% employer match about $2,294,444 at 4% or $1,529,630 at 6%; with 100% employer match about $1,720,833 at 4% or $1,147,222 at 6%.
The MM LLC Cash Balance Plan-3$1,431,730$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%.
THE MM LLC 401K PLAN-2$958,633$113,000$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
202323$1,752,646$319,307$106,436iApproximate average salary by contribution assumption: employee only about $2,660,892 at 4% or $1,773,928 at 6%; with 50% employer match about $1,773,928 at 4% or $1,182,619 at 6%; with 100% employer match about $1,330,446 at 4% or $886,964 at 6%.
The MM LLC Cash Balance Plan-3$1,046,871$202,500$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
THE MM LLC 401K PLAN-2$705,775$116,807$58,404iApproximate average salary by contribution assumption: employee only about $1,460,088 at 4% or $973,392 at 6%; with 50% employer match about $973,392 at 4% or $648,928 at 6%; with 100% employer match about $730,044 at 4% or $486,696 at 6%.
202223$1,295,049$335,464$111,821iApproximate average salary by contribution assumption: employee only about $2,795,533 at 4% or $1,863,689 at 6%; with 50% employer match about $1,863,689 at 4% or $1,242,459 at 6%; with 100% employer match about $1,397,767 at 4% or $931,844 at 6%.
The MM LLC Cash Balance Plan-3$748,597$225,000$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%.
THE MM LLC 401K PLAN-3$546,452$110,464$36,821iApproximate average salary by contribution assumption: employee only about $920,533 at 4% or $613,689 at 6%; with 50% employer match about $613,689 at 4% or $409,126 at 6%; with 100% employer match about $460,267 at 4% or $306,844 at 6%.
202123$1,094,687$291,500$97,167iApproximate average salary by contribution assumption: employee only about $2,429,167 at 4% or $1,619,444 at 6%; with 50% employer match about $1,619,444 at 4% or $1,079,630 at 6%; with 100% employer match about $1,214,583 at 4% or $809,722 at 6%.
The MM LLC Cash Balance Plan-3$589,164$188,000$62,667iApproximate average salary by contribution assumption: employee only about $1,566,667 at 4% or $1,044,444 at 6%; with 50% employer match about $1,044,444 at 4% or $696,296 at 6%; with 100% employer match about $783,333 at 4% or $522,222 at 6%.
THE MM LLC 401K PLAN-3$505,523$103,500$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
202023$731,808$282,900$94,300iApproximate average salary by contribution assumption: employee only about $2,357,500 at 4% or $1,571,667 at 6%; with 50% employer match about $1,571,667 at 4% or $1,047,778 at 6%; with 100% employer match about $1,178,750 at 4% or $785,833 at 6%.
The MM LLC Cash Balance Plan-3$381,020$182,400$60,800iApproximate average salary by contribution assumption: employee only about $1,520,000 at 4% or $1,013,333 at 6%; with 50% employer match about $1,013,333 at 4% or $675,556 at 6%; with 100% employer match about $760,000 at 4% or $506,667 at 6%.
THE MM LLC 401K PLAN-3$350,788$100,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
201923$395,202$290,688$96,896iApproximate average salary by contribution assumption: employee only about $2,422,400 at 4% or $1,614,933 at 6%; with 50% employer match about $1,614,933 at 4% or $1,076,622 at 6%; with 100% employer match about $1,211,200 at 4% or $807,467 at 6%.
THE MM LLC 401K PLAN-3$210,202$105,688$35,229iApproximate average salary by contribution assumption: employee only about $880,733 at 4% or $587,156 at 6%; with 50% employer match about $587,156 at 4% or $391,437 at 6%; with 100% employer match about $440,367 at 4% or $293,578 at 6%.
The MM LLC Cash Balance Plan-3$185,000$185,000$61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%.
201810$90,125$90,125-
THE MM LLC 401K PLAN-0$90,125$90,125-