How many benefit plans does Mandel Group, Inc. report on Form 5500?

Mandel Group, Inc. (EIN 39-1710347) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Mandel Group, Inc.?

The Employer Identification Number (EIN) reported for Mandel Group, Inc. is 39-1710347.

What is the latest Form 5500 filing year for Mandel Group, Inc.?

The latest loaded Form 5500 filing year for Mandel Group, Inc. is 2023.

Mandel Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mandel Group, Inc. (EIN 39-1710347) is a plan sponsor located in Milwaukee, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-1710347
Location: Milwaukee, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $12,861,781
Total reported liabilities (EOY): $30,530
Total reported net assets (EOY): $12,831,251

Contributions & income

Employer contributions: $211,467
Participant contributions: $700,909
Total income / additions: $2,889,547

Expenses & distributions

Benefits paid / distributions: $395,614
Total expenses: $448,632
Net increase / (decrease): $2,440,915

Coverage

Total reported participants: 418
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Mandel Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Mandel Group, Inc. Salary Savings 401(K) Plan	001	208	$12,861,781	2023
Mandel Group, Inc. Welfare Benefits Plan	502	210	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mandel Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Mandel Group, Inc. Salary Savings 401(K) Plan	208	H, C	20240812103214NAL0005108467001
2023	Mandel Group, Inc. Welfare Benefits Plan	210	—	20241009141014NAL0019405601001