Civic Intelligence

Marchionda & Associates LP

Plan context: Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru

EIN 04-3248070 • Stoneham, MA • 22 filings • 4 plans

62 Montvale AvenueStoneham, MA 02180
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$4,078,468

2024 Contributions

$145,794

Historical Graphs

Total Assets Over Time

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

$4,078,468$2,039,234$0200320142024YearValue
$4,078,468Latest year 2024

Participants Over Time

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

19100200320142024YearValue
14Latest 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
2024114$4,078,468$145,794$10,414iApproximate average salary by contribution assumption: employee only about $260,346 at 4% or $173,564 at 6%; with 50% employer match about $173,564 at 4% or $115,710 at 6%; with 100% employer match about $130,173 at 4% or $86,782 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-14$4,078,468$145,794$10,414iApproximate average salary by contribution assumption: employee only about $260,346 at 4% or $173,564 at 6%; with 50% employer match about $173,564 at 4% or $115,710 at 6%; with 100% employer match about $130,173 at 4% or $86,782 at 6%.
2023114$3,877,999$185,145$13,225iApproximate average salary by contribution assumption: employee only about $330,616 at 4% or $220,411 at 6%; with 50% employer match about $220,411 at 4% or $146,940 at 6%; with 100% employer match about $165,308 at 4% or $110,205 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-14$3,877,999$185,145$13,225iApproximate average salary by contribution assumption: employee only about $330,616 at 4% or $220,411 at 6%; with 50% employer match about $220,411 at 4% or $146,940 at 6%; with 100% employer match about $165,308 at 4% or $110,205 at 6%.
2022114$3,350,948$175,936$12,567iApproximate average salary by contribution assumption: employee only about $314,171 at 4% or $209,448 at 6%; with 50% employer match about $209,448 at 4% or $139,632 at 6%; with 100% employer match about $157,086 at 4% or $104,724 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-14$3,350,948$175,936$12,567iApproximate average salary by contribution assumption: employee only about $314,171 at 4% or $209,448 at 6%; with 50% employer match about $209,448 at 4% or $139,632 at 6%; with 100% employer match about $157,086 at 4% or $104,724 at 6%.
2021115$3,653,341$167,091$11,139iApproximate average salary by contribution assumption: employee only about $278,485 at 4% or $185,657 at 6%; with 50% employer match about $185,657 at 4% or $123,771 at 6%; with 100% employer match about $139,243 at 4% or $92,828 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-15$3,653,341$167,091$11,139iApproximate average salary by contribution assumption: employee only about $278,485 at 4% or $185,657 at 6%; with 50% employer match about $185,657 at 4% or $123,771 at 6%; with 100% employer match about $139,243 at 4% or $92,828 at 6%.
2020115$3,154,615$162,141$10,809iApproximate average salary by contribution assumption: employee only about $270,235 at 4% or $180,157 at 6%; with 50% employer match about $180,157 at 4% or $120,104 at 6%; with 100% employer match about $135,118 at 4% or $90,078 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-15$3,154,615$162,141$10,809iApproximate average salary by contribution assumption: employee only about $270,235 at 4% or $180,157 at 6%; with 50% employer match about $180,157 at 4% or $120,104 at 6%; with 100% employer match about $135,118 at 4% or $90,078 at 6%.
2019115$2,632,911$157,293$10,486iApproximate average salary by contribution assumption: employee only about $262,155 at 4% or $174,770 at 6%; with 50% employer match about $174,770 at 4% or $116,513 at 6%; with 100% employer match about $131,078 at 4% or $87,385 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-15$2,632,911$157,293$10,486iApproximate average salary by contribution assumption: employee only about $262,155 at 4% or $174,770 at 6%; with 50% employer match about $174,770 at 4% or $116,513 at 6%; with 100% employer match about $131,078 at 4% or $87,385 at 6%.
2018114$2,086,126$149,550$10,682iApproximate average salary by contribution assumption: employee only about $267,054 at 4% or $178,036 at 6%; with 50% employer match about $178,036 at 4% or $118,690 at 6%; with 100% employer match about $133,527 at 4% or $89,018 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-14$2,086,126$149,550$10,682iApproximate average salary by contribution assumption: employee only about $267,054 at 4% or $178,036 at 6%; with 50% employer match about $178,036 at 4% or $118,690 at 6%; with 100% employer match about $133,527 at 4% or $89,018 at 6%.
2017114$2,070,099$133,486$9,535iApproximate average salary by contribution assumption: employee only about $238,368 at 4% or $158,912 at 6%; with 50% employer match about $158,912 at 4% or $105,941 at 6%; with 100% employer match about $119,184 at 4% or $79,456 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-14$2,070,099$133,486$9,535iApproximate average salary by contribution assumption: employee only about $238,368 at 4% or $158,912 at 6%; with 50% employer match about $158,912 at 4% or $105,941 at 6%; with 100% employer match about $119,184 at 4% or $79,456 at 6%.
2016114$1,697,059$132,062$9,433iApproximate average salary by contribution assumption: employee only about $235,825 at 4% or $157,217 at 6%; with 50% employer match about $157,217 at 4% or $104,811 at 6%; with 100% employer match about $117,913 at 4% or $78,608 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-14$1,697,059$132,062$9,433iApproximate average salary by contribution assumption: employee only about $235,825 at 4% or $157,217 at 6%; with 50% employer match about $157,217 at 4% or $104,811 at 6%; with 100% employer match about $117,913 at 4% or $78,608 at 6%.
2015114$1,446,143$126,783$9,056iApproximate average salary by contribution assumption: employee only about $226,398 at 4% or $150,932 at 6%; with 50% employer match about $150,932 at 4% or $100,621 at 6%; with 100% employer match about $113,199 at 4% or $75,466 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-14$1,446,143$126,783$9,056iApproximate average salary by contribution assumption: employee only about $226,398 at 4% or $150,932 at 6%; with 50% employer match about $150,932 at 4% or $100,621 at 6%; with 100% employer match about $113,199 at 4% or $75,466 at 6%.
2014113$1,364,273$115,026$8,848iApproximate average salary by contribution assumption: employee only about $221,204 at 4% or $147,469 at 6%; with 50% employer match about $147,469 at 4% or $98,313 at 6%; with 100% employer match about $110,602 at 4% or $73,735 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-13$1,364,273$115,026$8,848iApproximate average salary by contribution assumption: employee only about $221,204 at 4% or $147,469 at 6%; with 50% employer match about $147,469 at 4% or $98,313 at 6%; with 100% employer match about $110,602 at 4% or $73,735 at 6%.
2013112$1,195,965$105,055$8,755iApproximate average salary by contribution assumption: employee only about $218,865 at 4% or $145,910 at 6%; with 50% employer match about $145,910 at 4% or $97,273 at 6%; with 100% employer match about $109,432 at 4% or $72,955 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-12$1,195,965$105,055$8,755iApproximate average salary by contribution assumption: employee only about $218,865 at 4% or $145,910 at 6%; with 50% employer match about $145,910 at 4% or $97,273 at 6%; with 100% employer match about $109,432 at 4% or $72,955 at 6%.
2012112$974,302$99,492$8,291iApproximate average salary by contribution assumption: employee only about $207,275 at 4% or $138,183 at 6%; with 50% employer match about $138,183 at 4% or $92,122 at 6%; with 100% employer match about $103,638 at 4% or $69,092 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-12$974,302$99,492$8,291iApproximate average salary by contribution assumption: employee only about $207,275 at 4% or $138,183 at 6%; with 50% employer match about $138,183 at 4% or $92,122 at 6%; with 100% employer match about $103,638 at 4% or $69,092 at 6%.
2011112$806,439$63,258$5,272iApproximate average salary by contribution assumption: employee only about $131,788 at 4% or $87,858 at 6%; with 50% employer match about $87,858 at 4% or $58,572 at 6%; with 100% employer match about $65,894 at 4% or $43,929 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-12$806,439$63,258$5,272iApproximate average salary by contribution assumption: employee only about $131,788 at 4% or $87,858 at 6%; with 50% employer match about $87,858 at 4% or $58,572 at 6%; with 100% employer match about $65,894 at 4% or $43,929 at 6%.
2010113$745,661$66,987$5,153iApproximate average salary by contribution assumption: employee only about $128,821 at 4% or $85,881 at 6%; with 50% employer match about $85,881 at 4% or $57,254 at 6%; with 100% employer match about $64,411 at 4% or $42,940 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-13$745,661$66,987$5,153iApproximate average salary by contribution assumption: employee only about $128,821 at 4% or $85,881 at 6%; with 50% employer match about $85,881 at 4% or $57,254 at 6%; with 100% employer match about $64,411 at 4% or $42,940 at 6%.
2009116$597,948$41,431$2,589iApproximate average salary by contribution assumption: employee only about $64,736 at 4% or $43,157 at 6%; with 50% employer match about $43,157 at 4% or $28,772 at 6%; with 100% employer match about $32,368 at 4% or $21,579 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-16$597,948$41,431$2,589iApproximate average salary by contribution assumption: employee only about $64,736 at 4% or $43,157 at 6%; with 50% employer match about $43,157 at 4% or $28,772 at 6%; with 100% employer match about $32,368 at 4% or $21,579 at 6%.
2008116$440,713$117,383$7,336iApproximate average salary by contribution assumption: employee only about $183,411 at 4% or $122,274 at 6%; with 50% employer match about $122,274 at 4% or $81,516 at 6%; with 100% employer match about $91,705 at 4% or $61,137 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-16$440,713$117,383$7,336iApproximate average salary by contribution assumption: employee only about $183,411 at 4% or $122,274 at 6%; with 50% employer match about $122,274 at 4% or $81,516 at 6%; with 100% employer match about $91,705 at 4% or $61,137 at 6%.
2007115$529,748$104,573$6,972iApproximate average salary by contribution assumption: employee only about $174,288 at 4% or $116,192 at 6%; with 50% employer match about $116,192 at 4% or $77,461 at 6%; with 100% employer match about $87,144 at 4% or $58,096 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-15$529,748$104,573$6,972iApproximate average salary by contribution assumption: employee only about $174,288 at 4% or $116,192 at 6%; with 50% employer match about $116,192 at 4% or $77,461 at 6%; with 100% employer match about $87,144 at 4% or $58,096 at 6%.
2006116$424,836$108,521$6,783iApproximate average salary by contribution assumption: employee only about $169,564 at 4% or $113,043 at 6%; with 50% employer match about $113,043 at 4% or $75,362 at 6%; with 100% employer match about $84,782 at 4% or $56,521 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-16$424,836$108,521$6,783iApproximate average salary by contribution assumption: employee only about $169,564 at 4% or $113,043 at 6%; with 50% employer match about $113,043 at 4% or $75,362 at 6%; with 100% employer match about $84,782 at 4% or $56,521 at 6%.
2005118$313,820$124,696$6,928iApproximate average salary by contribution assumption: employee only about $173,189 at 4% or $115,459 at 6%; with 50% employer match about $115,459 at 4% or $76,973 at 6%; with 100% employer match about $86,594 at 4% or $57,730 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-18$313,820$124,696$6,928iApproximate average salary by contribution assumption: employee only about $173,189 at 4% or $115,459 at 6%; with 50% employer match about $115,459 at 4% or $76,973 at 6%; with 100% employer match about $86,594 at 4% or $57,730 at 6%.
2004119$220,283$122,233$6,433iApproximate average salary by contribution assumption: employee only about $160,833 at 4% or $107,222 at 6%; with 50% employer match about $107,222 at 4% or $71,481 at 6%; with 100% employer match about $80,416 at 4% or $53,611 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-19$220,283$122,233$6,433iApproximate average salary by contribution assumption: employee only about $160,833 at 4% or $107,222 at 6%; with 50% employer match about $107,222 at 4% or $71,481 at 6%; with 100% employer match about $80,416 at 4% or $53,611 at 6%.
2003116$95,239$82,617$5,164iApproximate average salary by contribution assumption: employee only about $129,089 at 4% or $86,059 at 6%; with 50% employer match about $86,059 at 4% or $57,373 at 6%; with 100% employer match about $64,545 at 4% or $43,030 at 6%.
Marchionda & Associates LP 401(K) Profit Sharing Plan & Tru-16$95,239$82,617$5,164iApproximate average salary by contribution assumption: employee only about $129,089 at 4% or $86,059 at 6%; with 50% employer match about $86,059 at 4% or $57,373 at 6%; with 100% employer match about $64,545 at 4% or $43,030 at 6%.