Civic Intelligence

Marcus, Clegg, Bals & Rosenthal P.A.

Plan context: Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan

EIN 01-0504959 • Portland, ME • 32 filings • 8 plans

16 Middle StreetUnit 501Portland, ME 04101-5166
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$7,685,418

2024 Contributions

$161,526

Historical Graphs

Total Assets Over Time

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

$7,685,418$3,842,709$0199920132024YearValue
$7,685,418Latest year 2024

Participants Over Time

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

19100199920122024YearValue
16Latest year 2024

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
2024116$7,685,418$161,526$10,095iApproximate average salary by contribution assumption: employee only about $252,384 at 4% or $168,256 at 6%; with 50% employer match about $168,256 at 4% or $112,171 at 6%; with 100% employer match about $126,192 at 4% or $84,128 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-16$7,685,418$161,526$10,095iApproximate average salary by contribution assumption: employee only about $252,384 at 4% or $168,256 at 6%; with 50% employer match about $168,256 at 4% or $112,171 at 6%; with 100% employer match about $126,192 at 4% or $84,128 at 6%.
2023115$7,371,323$178,565$11,904iApproximate average salary by contribution assumption: employee only about $297,608 at 4% or $198,406 at 6%; with 50% employer match about $198,406 at 4% or $132,270 at 6%; with 100% employer match about $148,804 at 4% or $99,203 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-15$7,371,323$178,565$11,904iApproximate average salary by contribution assumption: employee only about $297,608 at 4% or $198,406 at 6%; with 50% employer match about $198,406 at 4% or $132,270 at 6%; with 100% employer match about $148,804 at 4% or $99,203 at 6%.
2022115$6,316,840$159,457$10,630iApproximate average salary by contribution assumption: employee only about $265,762 at 4% or $177,174 at 6%; with 50% employer match about $177,174 at 4% or $118,116 at 6%; with 100% employer match about $132,881 at 4% or $88,587 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-15$6,316,840$159,457$10,630iApproximate average salary by contribution assumption: employee only about $265,762 at 4% or $177,174 at 6%; with 50% employer match about $177,174 at 4% or $118,116 at 6%; with 100% employer match about $132,881 at 4% or $88,587 at 6%.
2021115$7,437,122$157,415$10,494iApproximate average salary by contribution assumption: employee only about $262,358 at 4% or $174,906 at 6%; with 50% employer match about $174,906 at 4% or $116,604 at 6%; with 100% employer match about $131,179 at 4% or $87,453 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-15$7,437,122$157,415$10,494iApproximate average salary by contribution assumption: employee only about $262,358 at 4% or $174,906 at 6%; with 50% employer match about $174,906 at 4% or $116,604 at 6%; with 100% employer match about $131,179 at 4% or $87,453 at 6%.
2020117$6,955,844$161,446$9,497iApproximate average salary by contribution assumption: employee only about $237,421 at 4% or $158,280 at 6%; with 50% employer match about $158,280 at 4% or $105,520 at 6%; with 100% employer match about $118,710 at 4% or $79,140 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-17$6,955,844$161,446$9,497iApproximate average salary by contribution assumption: employee only about $237,421 at 4% or $158,280 at 6%; with 50% employer match about $158,280 at 4% or $105,520 at 6%; with 100% employer match about $118,710 at 4% or $79,140 at 6%.
2019119$6,053,388$107,731$5,670iApproximate average salary by contribution assumption: employee only about $141,751 at 4% or $94,501 at 6%; with 50% employer match about $94,501 at 4% or $63,001 at 6%; with 100% employer match about $70,876 at 4% or $47,250 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-19$6,053,388$107,731$5,670iApproximate average salary by contribution assumption: employee only about $141,751 at 4% or $94,501 at 6%; with 50% employer match about $94,501 at 4% or $63,001 at 6%; with 100% employer match about $70,876 at 4% or $47,250 at 6%.
2018119$5,602,692$201,354$10,598iApproximate average salary by contribution assumption: employee only about $264,939 at 4% or $176,626 at 6%; with 50% employer match about $176,626 at 4% or $117,751 at 6%; with 100% employer match about $132,470 at 4% or $88,313 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-19$5,602,692$201,354$10,598iApproximate average salary by contribution assumption: employee only about $264,939 at 4% or $176,626 at 6%; with 50% employer match about $176,626 at 4% or $117,751 at 6%; with 100% employer match about $132,470 at 4% or $88,313 at 6%.
2017119$5,829,736$143,310$7,543iApproximate average salary by contribution assumption: employee only about $188,566 at 4% or $125,711 at 6%; with 50% employer match about $125,711 at 4% or $83,807 at 6%; with 100% employer match about $94,283 at 4% or $62,855 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-19$5,829,736$143,310$7,543iApproximate average salary by contribution assumption: employee only about $188,566 at 4% or $125,711 at 6%; with 50% employer match about $125,711 at 4% or $83,807 at 6%; with 100% employer match about $94,283 at 4% or $62,855 at 6%.
2016119$4,931,974$203,979$10,736iApproximate average salary by contribution assumption: employee only about $268,393 at 4% or $178,929 at 6%; with 50% employer match about $178,929 at 4% or $119,286 at 6%; with 100% employer match about $134,197 at 4% or $89,464 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-19$4,931,974$203,979$10,736iApproximate average salary by contribution assumption: employee only about $268,393 at 4% or $178,929 at 6%; with 50% employer match about $178,929 at 4% or $119,286 at 6%; with 100% employer match about $134,197 at 4% or $89,464 at 6%.
2015115$4,385,126$193,280$12,885iApproximate average salary by contribution assumption: employee only about $322,133 at 4% or $214,756 at 6%; with 50% employer match about $214,756 at 4% or $143,170 at 6%; with 100% employer match about $161,067 at 4% or $107,378 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-15$4,385,126$193,280$12,885iApproximate average salary by contribution assumption: employee only about $322,133 at 4% or $214,756 at 6%; with 50% employer match about $214,756 at 4% or $143,170 at 6%; with 100% employer match about $161,067 at 4% or $107,378 at 6%.
2014115$4,279,662$218,606$14,574iApproximate average salary by contribution assumption: employee only about $364,343 at 4% or $242,896 at 6%; with 50% employer match about $242,896 at 4% or $161,930 at 6%; with 100% employer match about $182,172 at 4% or $121,448 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-15$4,279,662$218,606$14,574iApproximate average salary by contribution assumption: employee only about $364,343 at 4% or $242,896 at 6%; with 50% employer match about $242,896 at 4% or $161,930 at 6%; with 100% employer match about $182,172 at 4% or $121,448 at 6%.
2013117$3,920,106$160,622$9,448iApproximate average salary by contribution assumption: employee only about $236,209 at 4% or $157,473 at 6%; with 50% employer match about $157,473 at 4% or $104,982 at 6%; with 100% employer match about $118,104 at 4% or $78,736 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-17$3,920,106$160,622$9,448iApproximate average salary by contribution assumption: employee only about $236,209 at 4% or $157,473 at 6%; with 50% employer match about $157,473 at 4% or $104,982 at 6%; with 100% employer match about $118,104 at 4% or $78,736 at 6%.
2012116$3,204,599$154,356$9,647iApproximate average salary by contribution assumption: employee only about $241,181 at 4% or $160,788 at 6%; with 50% employer match about $160,788 at 4% or $107,192 at 6%; with 100% employer match about $120,591 at 4% or $80,394 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-16$3,204,599$154,356$9,647iApproximate average salary by contribution assumption: employee only about $241,181 at 4% or $160,788 at 6%; with 50% employer match about $160,788 at 4% or $107,192 at 6%; with 100% employer match about $120,591 at 4% or $80,394 at 6%.
2011117$2,763,958$144,708$8,512iApproximate average salary by contribution assumption: employee only about $212,806 at 4% or $141,871 at 6%; with 50% employer match about $141,871 at 4% or $94,580 at 6%; with 100% employer match about $106,403 at 4% or $70,935 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-17$2,763,958$144,708$8,512iApproximate average salary by contribution assumption: employee only about $212,806 at 4% or $141,871 at 6%; with 50% employer match about $141,871 at 4% or $94,580 at 6%; with 100% employer match about $106,403 at 4% or $70,935 at 6%.
2010117$2,715,002$139,042$8,179iApproximate average salary by contribution assumption: employee only about $204,474 at 4% or $136,316 at 6%; with 50% employer match about $136,316 at 4% or $90,877 at 6%; with 100% employer match about $102,237 at 4% or $68,158 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-17$2,715,002$139,042$8,179iApproximate average salary by contribution assumption: employee only about $204,474 at 4% or $136,316 at 6%; with 50% employer match about $136,316 at 4% or $90,877 at 6%; with 100% employer match about $102,237 at 4% or $68,158 at 6%.
2009116$2,319,992$155,961$9,748iApproximate average salary by contribution assumption: employee only about $243,689 at 4% or $162,459 at 6%; with 50% employer match about $162,459 at 4% or $108,306 at 6%; with 100% employer match about $121,845 at 4% or $81,230 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-16$2,319,992$155,961$9,748iApproximate average salary by contribution assumption: employee only about $243,689 at 4% or $162,459 at 6%; with 50% employer match about $162,459 at 4% or $108,306 at 6%; with 100% employer match about $121,845 at 4% or $81,230 at 6%.
2008111$1,718,164$104,905$9,537iApproximate average salary by contribution assumption: employee only about $238,420 at 4% or $158,947 at 6%; with 50% employer match about $158,947 at 4% or $105,965 at 6%; with 100% employer match about $119,210 at 4% or $79,473 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-11$1,718,164$104,905$9,537iApproximate average salary by contribution assumption: employee only about $238,420 at 4% or $158,947 at 6%; with 50% employer match about $158,947 at 4% or $105,965 at 6%; with 100% employer match about $119,210 at 4% or $79,473 at 6%.
2007113$0$0-
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-13---
2006116$2,595,487$203,221$12,701iApproximate average salary by contribution assumption: employee only about $317,533 at 4% or $211,689 at 6%; with 50% employer match about $211,689 at 4% or $141,126 at 6%; with 100% employer match about $158,766 at 4% or $105,844 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-16$2,595,487$203,221$12,701iApproximate average salary by contribution assumption: employee only about $317,533 at 4% or $211,689 at 6%; with 50% employer match about $211,689 at 4% or $141,126 at 6%; with 100% employer match about $158,766 at 4% or $105,844 at 6%.
2005114$0$0-
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-14---
2004215$64,877$9,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
PROFIT SHARING PLAN UNDER QUISISANA CORP. RETIREMENT TRUST-1$64,877$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-15---
2003217$1,705,374$260,911$15,348iApproximate average salary by contribution assumption: employee only about $383,693 at 4% or $255,795 at 6%; with 50% employer match about $255,795 at 4% or $170,530 at 6%; with 100% employer match about $191,846 at 4% or $127,898 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-17$1,661,030$251,911$14,818iApproximate average salary by contribution assumption: employee only about $370,457 at 4% or $246,972 at 6%; with 50% employer match about $246,972 at 4% or $164,648 at 6%; with 100% employer match about $185,229 at 4% or $123,486 at 6%.
PROFIT SHARING PLAN UNDER QUISISANA CORP. RETIREMENT TRUST-1$44,344$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200221$27,568$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
PROFIT SHARING PLAN UNDER QUISISANA CORP. RETIREMENT TRUST-1$27,568$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-0---
2001314$0$0-
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-14---
PROFIT SHARING PLAN UNDER QUISISANA CORP. RETIREMENT TRUST-1---
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-1---
2000215$994,657$221,643$14,776iApproximate average salary by contribution assumption: employee only about $369,405 at 4% or $246,270 at 6%; with 50% employer match about $246,270 at 4% or $164,180 at 6%; with 100% employer match about $184,703 at 4% or $123,135 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-15$994,657$221,643$14,776iApproximate average salary by contribution assumption: employee only about $369,405 at 4% or $246,270 at 6%; with 50% employer match about $246,270 at 4% or $164,180 at 6%; with 100% employer match about $184,703 at 4% or $123,135 at 6%.
QUISISANA CORP. RETIREMENT TRUST PROFIT SHARING-1---
1999113$892,344$164,445$12,650iApproximate average salary by contribution assumption: employee only about $316,240 at 4% or $210,827 at 6%; with 50% employer match about $210,827 at 4% or $140,551 at 6%; with 100% employer match about $158,120 at 4% or $105,413 at 6%.
Marcus, Clegg, Bals & Rosenthal, P.A. 401(K) Profit Sharing Plan-13$892,344$164,445$12,650iApproximate average salary by contribution assumption: employee only about $316,240 at 4% or $210,827 at 6%; with 50% employer match about $210,827 at 4% or $140,551 at 6%; with 100% employer match about $158,120 at 4% or $105,413 at 6%.