Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,942,204
2025 Contributions
$142,512
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,942,204 | $142,512 | $23,752iApproximate average salary by contribution assumption: employee only about $593,800 at 4% or $395,867 at 6%; with 50% employer match about $395,867 at 4% or $263,911 at 6%; with 100% employer match about $296,900 at 4% or $197,933 at 6%. |
| Mandish CPA PC 401(K) Plan | - | 6 | $1,942,204 | $142,512 | $23,752iApproximate average salary by contribution assumption: employee only about $593,800 at 4% or $395,867 at 6%; with 50% employer match about $395,867 at 4% or $263,911 at 6%; with 100% employer match about $296,900 at 4% or $197,933 at 6%. |
| 2024 | 1 | 6 | $1,731,992 | $260,932 | $43,489iApproximate average salary by contribution assumption: employee only about $1,087,217 at 4% or $724,811 at 6%; with 50% employer match about $724,811 at 4% or $483,207 at 6%; with 100% employer match about $543,608 at 4% or $362,406 at 6%. |
| Mandish CPA PC 401(K) Plan | - | 6 | $1,731,992 | $260,932 | $43,489iApproximate average salary by contribution assumption: employee only about $1,087,217 at 4% or $724,811 at 6%; with 50% employer match about $724,811 at 4% or $483,207 at 6%; with 100% employer match about $543,608 at 4% or $362,406 at 6%. |
| 2023 | 1 | 6 | $1,383,610 | $146,697 | $24,450iApproximate average salary by contribution assumption: employee only about $611,238 at 4% or $407,492 at 6%; with 50% employer match about $407,492 at 4% or $271,661 at 6%; with 100% employer match about $305,619 at 4% or $203,746 at 6%. |
| Mandish CPA PC 401(K) Plan | - | 6 | $1,383,610 | $146,697 | $24,450iApproximate average salary by contribution assumption: employee only about $611,238 at 4% or $407,492 at 6%; with 50% employer match about $407,492 at 4% or $271,661 at 6%; with 100% employer match about $305,619 at 4% or $203,746 at 6%. |
| 2022 | 1 | 6 | $1,201,700 | $156,703 | $26,117iApproximate average salary by contribution assumption: employee only about $652,929 at 4% or $435,286 at 6%; with 50% employer match about $435,286 at 4% or $290,191 at 6%; with 100% employer match about $326,465 at 4% or $217,643 at 6%. |
| Mandish CPA PC 401(K) Plan | - | 6 | $1,201,700 | $156,703 | $26,117iApproximate average salary by contribution assumption: employee only about $652,929 at 4% or $435,286 at 6%; with 50% employer match about $435,286 at 4% or $290,191 at 6%; with 100% employer match about $326,465 at 4% or $217,643 at 6%. |
| 2021 | 2 | 4 | $1,076,548 | $1,216,902 | $304,226iApproximate average salary by contribution assumption: employee only about $7,605,638 at 4% or $5,070,425 at 6%; with 50% employer match about $5,070,425 at 4% or $3,380,283 at 6%; with 100% employer match about $3,802,819 at 4% or $2,535,213 at 6%. |
| Mandish CPA PC 401(K) Plan | - | 4 | $1,076,548 | $1,095,784 | $273,946iApproximate average salary by contribution assumption: employee only about $6,848,650 at 4% or $4,565,767 at 6%; with 50% employer match about $4,565,767 at 4% or $3,043,844 at 6%; with 100% employer match about $3,424,325 at 4% or $2,282,883 at 6%. |
| ENTREPRENEUR RETIREMENT PLAN OF AMERICA | - | 0 | - | $121,118 | - |
| 2020 | 1 | 4 | $879,818 | $179,225 | $44,806iApproximate average salary by contribution assumption: employee only about $1,120,156 at 4% or $746,771 at 6%; with 50% employer match about $746,771 at 4% or $497,847 at 6%; with 100% employer match about $560,078 at 4% or $373,385 at 6%. |
| ENTREPRENEUR RETIREMENT PLAN OF AMERICA | - | 4 | $879,818 | $179,225 | $44,806iApproximate average salary by contribution assumption: employee only about $1,120,156 at 4% or $746,771 at 6%; with 50% employer match about $746,771 at 4% or $497,847 at 6%; with 100% employer match about $560,078 at 4% or $373,385 at 6%. |
| 2019 | 1 | 4 | $644,416 | $643,339 | $160,835iApproximate average salary by contribution assumption: employee only about $4,020,869 at 4% or $2,680,579 at 6%; with 50% employer match about $2,680,579 at 4% or $1,787,053 at 6%; with 100% employer match about $2,010,434 at 4% or $1,340,290 at 6%. |
| ENTREPRENEUR RETIREMENT PLAN OF AMERICA | - | 4 | $644,416 | $643,339 | $160,835iApproximate average salary by contribution assumption: employee only about $4,020,869 at 4% or $2,680,579 at 6%; with 50% employer match about $2,680,579 at 4% or $1,787,053 at 6%; with 100% employer match about $2,010,434 at 4% or $1,340,290 at 6%. |