Civic Intelligence

ROBERT MARCHIONE, CPA, PC

Plan context: Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan

EIN 04-3786317 • Newburgh, NY • 10 filings • 2 plans

21 Sylvan Park DrNewburgh, NY 12550-1539
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,053,828

2024 Contributions

$390,900

Historical Graphs

Total Assets Over Time

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

$2,053,828$1,026,914$0201720212024YearValue
$2,053,828Latest year 2024

Participants Over Time

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

110201720212024YearValue
1Latest 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
202421$2,053,828$390,900$390,900iApproximate average salary by contribution assumption: employee only about $9,772,500 at 4% or $6,515,000 at 6%; with 50% employer match about $6,515,000 at 4% or $4,343,333 at 6%; with 100% employer match about $4,886,250 at 4% or $3,257,500 at 6%.
Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan-1$1,137,156$50,900$50,900iApproximate average salary by contribution assumption: employee only about $1,272,500 at 4% or $848,333 at 6%; with 50% employer match about $848,333 at 4% or $565,556 at 6%; with 100% employer match about $636,250 at 4% or $424,167 at 6%.
Robert R. Marchione, CPA PC Cash Balance Plan-1$916,672$340,000$340,000iApproximate average salary by contribution assumption: employee only about $8,500,000 at 4% or $5,666,667 at 6%; with 50% employer match about $5,666,667 at 4% or $3,777,778 at 6%; with 100% employer match about $4,250,000 at 4% or $2,833,333 at 6%.
202321$1,453,681$379,800$379,800iApproximate average salary by contribution assumption: employee only about $9,495,000 at 4% or $6,330,000 at 6%; with 50% employer match about $6,330,000 at 4% or $4,220,000 at 6%; with 100% employer match about $4,747,500 at 4% or $3,165,000 at 6%.
Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan-1$914,313$49,800$49,800iApproximate average salary by contribution assumption: employee only about $1,245,000 at 4% or $830,000 at 6%; with 50% employer match about $830,000 at 4% or $553,333 at 6%; with 100% employer match about $622,500 at 4% or $415,000 at 6%.
Robert R. Marchione, CPA PC Cash Balance Plan-1$539,368$330,000$330,000iApproximate average salary by contribution assumption: employee only about $8,250,000 at 4% or $5,500,000 at 6%; with 50% employer match about $5,500,000 at 4% or $3,666,667 at 6%; with 100% employer match about $4,125,000 at 4% or $2,750,000 at 6%.
202211$765,006$38,400$38,400iApproximate average salary by contribution assumption: employee only about $960,000 at 4% or $640,000 at 6%; with 50% employer match about $640,000 at 4% or $426,667 at 6%; with 100% employer match about $480,000 at 4% or $320,000 at 6%.
Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan-1$765,006$38,400$38,400iApproximate average salary by contribution assumption: employee only about $960,000 at 4% or $640,000 at 6%; with 50% employer match about $640,000 at 4% or $426,667 at 6%; with 100% employer match about $480,000 at 4% or $320,000 at 6%.
202111$828,235$27,780$27,780iApproximate average salary by contribution assumption: employee only about $694,500 at 4% or $463,000 at 6%; with 50% employer match about $463,000 at 4% or $308,667 at 6%; with 100% employer match about $347,250 at 4% or $231,500 at 6%.
Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan-1$828,235$27,780$27,780iApproximate average salary by contribution assumption: employee only about $694,500 at 4% or $463,000 at 6%; with 50% employer match about $463,000 at 4% or $308,667 at 6%; with 100% employer match about $347,250 at 4% or $231,500 at 6%.
202011$646,983$27,780$27,780iApproximate average salary by contribution assumption: employee only about $694,500 at 4% or $463,000 at 6%; with 50% employer match about $463,000 at 4% or $308,667 at 6%; with 100% employer match about $347,250 at 4% or $231,500 at 6%.
Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan-1$646,983$27,780$27,780iApproximate average salary by contribution assumption: employee only about $694,500 at 4% or $463,000 at 6%; with 50% employer match about $463,000 at 4% or $308,667 at 6%; with 100% employer match about $347,250 at 4% or $231,500 at 6%.
201911$582,739$26,620$26,620iApproximate average salary by contribution assumption: employee only about $665,500 at 4% or $443,667 at 6%; with 50% employer match about $443,667 at 4% or $295,778 at 6%; with 100% employer match about $332,750 at 4% or $221,833 at 6%.
Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan-1$582,739$26,620$26,620iApproximate average salary by contribution assumption: employee only about $665,500 at 4% or $443,667 at 6%; with 50% employer match about $443,667 at 4% or $295,778 at 6%; with 100% employer match about $332,750 at 4% or $221,833 at 6%.
201811$442,469$26,060$26,060iApproximate average salary by contribution assumption: employee only about $651,500 at 4% or $434,333 at 6%; with 50% employer match about $434,333 at 4% or $289,556 at 6%; with 100% employer match about $325,750 at 4% or $217,167 at 6%.
Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan-1$442,469$26,060$26,060iApproximate average salary by contribution assumption: employee only about $651,500 at 4% or $434,333 at 6%; with 50% employer match about $434,333 at 4% or $289,556 at 6%; with 100% employer match about $325,750 at 4% or $217,167 at 6%.
201711$472,175$25,170$25,170iApproximate average salary by contribution assumption: employee only about $629,250 at 4% or $419,500 at 6%; with 50% employer match about $419,500 at 4% or $279,667 at 6%; with 100% employer match about $314,625 at 4% or $209,750 at 6%.
Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan-1$472,175$25,170$25,170iApproximate average salary by contribution assumption: employee only about $629,250 at 4% or $419,500 at 6%; with 50% employer match about $419,500 at 4% or $279,667 at 6%; with 100% employer match about $314,625 at 4% or $209,750 at 6%.