Mandel & Keiser, D.D.S.
Plan context: MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN
EIN 52-1261138 • Owings Mills, MD • 40 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$175,002
2023 Contributions
$383,573
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $175,002 | $0 | - |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 1 | $175,002 | - | - |
| 2022 | 2 | 26 | $8,657,348 | $383,573 | $14,753iApproximate average salary by contribution assumption: employee only about $368,820 at 4% or $245,880 at 6%; with 50% employer match about $245,880 at 4% or $163,920 at 6%; with 100% employer match about $184,410 at 4% or $122,940 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 26 | $5,824,520 | $213,573 | $8,214iApproximate average salary by contribution assumption: employee only about $205,359 at 4% or $136,906 at 6%; with 50% employer match about $136,906 at 4% or $91,271 at 6%; with 100% employer match about $102,679 at 4% or $68,453 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 21 | $2,832,828 | $170,000 | $8,095iApproximate average salary by contribution assumption: employee only about $202,381 at 4% or $134,921 at 6%; with 50% employer match about $134,921 at 4% or $89,947 at 6%; with 100% employer match about $101,190 at 4% or $67,460 at 6%. |
| 2021 | 2 | 25 | $9,224,808 | $394,754 | $15,790iApproximate average salary by contribution assumption: employee only about $394,754 at 4% or $263,169 at 6%; with 50% employer match about $263,169 at 4% or $175,446 at 6%; with 100% employer match about $197,377 at 4% or $131,585 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 25 | $6,513,075 | $194,754 | $7,790iApproximate average salary by contribution assumption: employee only about $194,754 at 4% or $129,836 at 6%; with 50% employer match about $129,836 at 4% or $86,557 at 6%; with 100% employer match about $97,377 at 4% or $64,918 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 22 | $2,711,733 | $200,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| 2020 | 2 | 25 | $7,867,715 | $381,644 | $15,266iApproximate average salary by contribution assumption: employee only about $381,644 at 4% or $254,429 at 6%; with 50% employer match about $254,429 at 4% or $169,620 at 6%; with 100% employer match about $190,822 at 4% or $127,215 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 25 | $5,508,618 | $201,644 | $8,066iApproximate average salary by contribution assumption: employee only about $201,644 at 4% or $134,429 at 6%; with 50% employer match about $134,429 at 4% or $89,620 at 6%; with 100% employer match about $100,822 at 4% or $67,215 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 22 | $2,359,097 | $180,000 | $8,182iApproximate average salary by contribution assumption: employee only about $204,545 at 4% or $136,364 at 6%; with 50% employer match about $136,364 at 4% or $90,909 at 6%; with 100% employer match about $102,273 at 4% or $68,182 at 6%. |
| 2019 | 2 | 23 | $7,768,430 | $461,930 | $20,084iApproximate average salary by contribution assumption: employee only about $502,098 at 4% or $334,732 at 6%; with 50% employer match about $334,732 at 4% or $223,155 at 6%; with 100% employer match about $251,049 at 4% or $167,366 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 23 | $5,633,473 | $211,930 | $9,214iApproximate average salary by contribution assumption: employee only about $230,359 at 4% or $153,572 at 6%; with 50% employer match about $153,572 at 4% or $102,382 at 6%; with 100% employer match about $115,179 at 4% or $76,786 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 21 | $2,134,957 | $250,000 | $11,905iApproximate average salary by contribution assumption: employee only about $297,619 at 4% or $198,413 at 6%; with 50% employer match about $198,413 at 4% or $132,275 at 6%; with 100% employer match about $148,810 at 4% or $99,206 at 6%. |
| 2018 | 2 | 25 | $6,819,772 | $516,620 | $20,665iApproximate average salary by contribution assumption: employee only about $516,620 at 4% or $344,413 at 6%; with 50% employer match about $344,413 at 4% or $229,609 at 6%; with 100% employer match about $258,310 at 4% or $172,207 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 25 | $4,966,900 | $266,620 | $10,665iApproximate average salary by contribution assumption: employee only about $266,620 at 4% or $177,747 at 6%; with 50% employer match about $177,747 at 4% or $118,498 at 6%; with 100% employer match about $133,310 at 4% or $88,873 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 18 | $1,852,872 | $250,000 | $13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%. |
| 2017 | 2 | 24 | $8,008,464 | $574,549 | $23,940iApproximate average salary by contribution assumption: employee only about $598,489 at 4% or $398,992 at 6%; with 50% employer match about $398,992 at 4% or $265,995 at 6%; with 100% employer match about $299,244 at 4% or $199,496 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 24 | $5,199,154 | $229,549 | $9,565iApproximate average salary by contribution assumption: employee only about $239,114 at 4% or $159,409 at 6%; with 50% employer match about $159,409 at 4% or $106,273 at 6%; with 100% employer match about $119,557 at 4% or $79,705 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 21 | $2,809,310 | $345,000 | $16,429iApproximate average salary by contribution assumption: employee only about $410,714 at 4% or $273,810 at 6%; with 50% employer match about $273,810 at 4% or $182,540 at 6%; with 100% employer match about $205,357 at 4% or $136,905 at 6%. |
| 2016 | 2 | 22 | $8,904,789 | $514,166 | $23,371iApproximate average salary by contribution assumption: employee only about $584,280 at 4% or $389,520 at 6%; with 50% employer match about $389,520 at 4% or $259,680 at 6%; with 100% employer match about $292,140 at 4% or $194,760 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 22 | $6,475,482 | $204,166 | $9,280iApproximate average salary by contribution assumption: employee only about $232,007 at 4% or $154,671 at 6%; with 50% employer match about $154,671 at 4% or $103,114 at 6%; with 100% employer match about $116,003 at 4% or $77,336 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 20 | $2,429,307 | $310,000 | $15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%. |
| 2015 | 2 | 23 | $8,043,678 | $480,712 | $20,901iApproximate average salary by contribution assumption: employee only about $522,513 at 4% or $348,342 at 6%; with 50% employer match about $348,342 at 4% or $232,228 at 6%; with 100% employer match about $261,257 at 4% or $174,171 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 23 | $5,933,597 | $205,712 | $8,944iApproximate average salary by contribution assumption: employee only about $223,600 at 4% or $149,067 at 6%; with 50% employer match about $149,067 at 4% or $99,378 at 6%; with 100% employer match about $111,800 at 4% or $74,533 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 20 | $2,110,081 | $275,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2014 | 2 | 23 | $7,642,696 | $476,215 | $20,705iApproximate average salary by contribution assumption: employee only about $517,625 at 4% or $345,083 at 6%; with 50% employer match about $345,083 at 4% or $230,056 at 6%; with 100% employer match about $258,813 at 4% or $172,542 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 23 | $5,828,815 | $201,215 | $8,748iApproximate average salary by contribution assumption: employee only about $218,712 at 4% or $145,808 at 6%; with 50% employer match about $145,808 at 4% or $97,205 at 6%; with 100% employer match about $109,356 at 4% or $72,904 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 22 | $1,813,881 | $275,000 | $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%. |
| 2013 | 2 | 24 | $7,018,093 | $453,968 | $18,915iApproximate average salary by contribution assumption: employee only about $472,883 at 4% or $315,256 at 6%; with 50% employer match about $315,256 at 4% or $210,170 at 6%; with 100% employer match about $236,442 at 4% or $157,628 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 24 | $5,493,239 | $203,968 | $8,499iApproximate average salary by contribution assumption: employee only about $212,467 at 4% or $141,644 at 6%; with 50% employer match about $141,644 at 4% or $94,430 at 6%; with 100% employer match about $106,233 at 4% or $70,822 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 23 | $1,524,854 | $250,000 | $10,870iApproximate average salary by contribution assumption: employee only about $271,739 at 4% or $181,159 at 6%; with 50% employer match about $181,159 at 4% or $120,773 at 6%; with 100% employer match about $135,870 at 4% or $90,580 at 6%. |
| 2012 | 2 | 24 | $5,987,904 | $441,669 | $18,403iApproximate average salary by contribution assumption: employee only about $460,072 at 4% or $306,715 at 6%; with 50% employer match about $306,715 at 4% or $204,476 at 6%; with 100% employer match about $230,036 at 4% or $153,357 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 24 | $4,719,135 | $191,669 | $7,986iApproximate average salary by contribution assumption: employee only about $199,655 at 4% or $133,103 at 6%; with 50% employer match about $133,103 at 4% or $88,736 at 6%; with 100% employer match about $99,828 at 4% or $66,552 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 23 | $1,268,769 | $250,000 | $10,870iApproximate average salary by contribution assumption: employee only about $271,739 at 4% or $181,159 at 6%; with 50% employer match about $181,159 at 4% or $120,773 at 6%; with 100% employer match about $135,870 at 4% or $90,580 at 6%. |
| 2011 | 2 | 24 | $5,115,463 | $438,129 | $18,255iApproximate average salary by contribution assumption: employee only about $456,384 at 4% or $304,256 at 6%; with 50% employer match about $304,256 at 4% or $202,838 at 6%; with 100% employer match about $228,192 at 4% or $152,128 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 24 | $4,111,289 | $186,729 | $7,780iApproximate average salary by contribution assumption: employee only about $194,509 at 4% or $129,673 at 6%; with 50% employer match about $129,673 at 4% or $86,449 at 6%; with 100% employer match about $97,255 at 4% or $64,836 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 23 | $1,004,174 | $251,400 | $10,930iApproximate average salary by contribution assumption: employee only about $273,261 at 4% or $182,174 at 6%; with 50% employer match about $182,174 at 4% or $121,449 at 6%; with 100% employer match about $136,630 at 4% or $91,087 at 6%. |
| 2010 | 2 | 24 | $5,072,461 | $436,983 | $18,208iApproximate average salary by contribution assumption: employee only about $455,191 at 4% or $303,460 at 6%; with 50% employer match about $303,460 at 4% or $202,307 at 6%; with 100% employer match about $227,595 at 4% or $151,730 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 24 | $4,332,241 | $191,983 | $7,999iApproximate average salary by contribution assumption: employee only about $199,982 at 4% or $133,322 at 6%; with 50% employer match about $133,322 at 4% or $88,881 at 6%; with 100% employer match about $99,991 at 4% or $66,661 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 22 | $740,220 | $245,000 | $11,136iApproximate average salary by contribution assumption: employee only about $278,409 at 4% or $185,606 at 6%; with 50% employer match about $185,606 at 4% or $123,737 at 6%; with 100% employer match about $139,205 at 4% or $92,803 at 6%. |
| 2009 | 2 | 26 | $4,191,060 | $443,561 | $17,060iApproximate average salary by contribution assumption: employee only about $426,501 at 4% or $284,334 at 6%; with 50% employer match about $284,334 at 4% or $189,556 at 6%; with 100% employer match about $213,250 at 4% or $142,167 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 26 | $3,705,607 | $199,194 | $7,661iApproximate average salary by contribution assumption: employee only about $191,533 at 4% or $127,688 at 6%; with 50% employer match about $127,688 at 4% or $85,126 at 6%; with 100% employer match about $95,766 at 4% or $63,844 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 22 | $485,453 | $244,367 | $11,108iApproximate average salary by contribution assumption: employee only about $277,690 at 4% or $185,127 at 6%; with 50% employer match about $185,127 at 4% or $123,418 at 6%; with 100% employer match about $138,845 at 4% or $92,563 at 6%. |
| 2008 | 2 | 23 | $236,527 | $236,527 | $10,284iApproximate average salary by contribution assumption: employee only about $257,095 at 4% or $171,396 at 6%; with 50% employer match about $171,396 at 4% or $114,264 at 6%; with 100% employer match about $128,547 at 4% or $85,698 at 6%. |
| MANDEL, KEISER & JOSEPH, L.L.P. CASH BALANCE RETIREMENT PLAN | - | 21 | $236,527 | $236,527 | $11,263iApproximate average salary by contribution assumption: employee only about $281,580 at 4% or $187,720 at 6%; with 50% employer match about $187,720 at 4% or $125,147 at 6%; with 100% employer match about $140,790 at 4% or $93,860 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 23 | - | - | - |
| 2007 | 1 | 21 | $0 | $0 | - |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 21 | - | - | - |
| 2006 | 1 | 21 | $3,761,538 | $254,194 | $12,104iApproximate average salary by contribution assumption: employee only about $302,612 at 4% or $201,741 at 6%; with 50% employer match about $201,741 at 4% or $134,494 at 6%; with 100% employer match about $151,306 at 4% or $100,871 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 21 | $3,761,538 | $254,194 | $12,104iApproximate average salary by contribution assumption: employee only about $302,612 at 4% or $201,741 at 6%; with 50% employer match about $201,741 at 4% or $134,494 at 6%; with 100% employer match about $151,306 at 4% or $100,871 at 6%. |
| 2005 | 1 | 19 | $3,090,496 | $211,967 | $11,156iApproximate average salary by contribution assumption: employee only about $278,904 at 4% or $185,936 at 6%; with 50% employer match about $185,936 at 4% or $123,957 at 6%; with 100% employer match about $139,452 at 4% or $92,968 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 19 | $3,090,496 | $211,967 | $11,156iApproximate average salary by contribution assumption: employee only about $278,904 at 4% or $185,936 at 6%; with 50% employer match about $185,936 at 4% or $123,957 at 6%; with 100% employer match about $139,452 at 4% or $92,968 at 6%. |
| 2004 | 1 | 17 | $2,755,255 | $160,743 | $9,455iApproximate average salary by contribution assumption: employee only about $236,387 at 4% or $157,591 at 6%; with 50% employer match about $157,591 at 4% or $105,061 at 6%; with 100% employer match about $118,193 at 4% or $78,796 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 17 | $2,755,255 | $160,743 | $9,455iApproximate average salary by contribution assumption: employee only about $236,387 at 4% or $157,591 at 6%; with 50% employer match about $157,591 at 4% or $105,061 at 6%; with 100% employer match about $118,193 at 4% or $78,796 at 6%. |
| 2003 | 1 | 18 | $2,292,007 | $150,266 | $8,348iApproximate average salary by contribution assumption: employee only about $208,703 at 4% or $139,135 at 6%; with 50% employer match about $139,135 at 4% or $92,757 at 6%; with 100% employer match about $104,351 at 4% or $69,568 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 18 | $2,292,007 | $150,266 | $8,348iApproximate average salary by contribution assumption: employee only about $208,703 at 4% or $139,135 at 6%; with 50% employer match about $139,135 at 4% or $92,757 at 6%; with 100% employer match about $104,351 at 4% or $69,568 at 6%. |
| 2002 | 1 | 15 | $1,711,938 | $135,934 | $9,062iApproximate average salary by contribution assumption: employee only about $226,557 at 4% or $151,038 at 6%; with 50% employer match about $151,038 at 4% or $100,692 at 6%; with 100% employer match about $113,278 at 4% or $75,519 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 15 | $1,711,938 | $135,934 | $9,062iApproximate average salary by contribution assumption: employee only about $226,557 at 4% or $151,038 at 6%; with 50% employer match about $151,038 at 4% or $100,692 at 6%; with 100% employer match about $113,278 at 4% or $75,519 at 6%. |
| 2001 | 1 | 16 | $1,866,606 | $131,892 | $8,243iApproximate average salary by contribution assumption: employee only about $206,081 at 4% or $137,388 at 6%; with 50% employer match about $137,388 at 4% or $91,592 at 6%; with 100% employer match about $103,041 at 4% or $68,694 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 16 | $1,866,606 | $131,892 | $8,243iApproximate average salary by contribution assumption: employee only about $206,081 at 4% or $137,388 at 6%; with 50% employer match about $137,388 at 4% or $91,592 at 6%; with 100% employer match about $103,041 at 4% or $68,694 at 6%. |
| 2000 | 1 | 11 | $1,833,169 | $96,880 | $8,807iApproximate average salary by contribution assumption: employee only about $220,182 at 4% or $146,788 at 6%; with 50% employer match about $146,788 at 4% or $97,859 at 6%; with 100% employer match about $110,091 at 4% or $73,394 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 11 | $1,833,169 | $96,880 | $8,807iApproximate average salary by contribution assumption: employee only about $220,182 at 4% or $146,788 at 6%; with 50% employer match about $146,788 at 4% or $97,859 at 6%; with 100% employer match about $110,091 at 4% or $73,394 at 6%. |
| 1999 | 1 | 11 | $1,942,795 | $102,779 | $9,344iApproximate average salary by contribution assumption: employee only about $233,589 at 4% or $155,726 at 6%; with 50% employer match about $155,726 at 4% or $103,817 at 6%; with 100% employer match about $116,794 at 4% or $77,863 at 6%. |
| Mandel & Keiser, D.D.S. Money Purchase Pension Plan | - | 11 | $1,942,795 | $102,779 | $9,344iApproximate average salary by contribution assumption: employee only about $233,589 at 4% or $155,726 at 6%; with 50% employer match about $155,726 at 4% or $103,817 at 6%; with 100% employer match about $116,794 at 4% or $77,863 at 6%. |