Civic Intelligence

ROBERT MARCHIONE, CPA, PC

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

EIN 10-6585420 • Newburgh, NY • 3 filings • 1 plans

21 Sylvan Park DrNewburgh, NY 12550-1539
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$384,993

2016 Contributions

$25,170

Historical Graphs

Total Assets Over Time

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

$384,993$192,497$0201420152016YearValue
$384,993Latest year 2016

Participants Over Time

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

110201420152016YearValue
1Latest year 2016

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
201611$384,993$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 and Trust-1$384,993$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%.
201511$314,315$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 and Trust-1$314,315$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%.
201411$288,065$24,125$24,125iApproximate average salary by contribution assumption: employee only about $603,125 at 4% or $402,083 at 6%; with 50% employer match about $402,083 at 4% or $268,056 at 6%; with 100% employer match about $301,563 at 4% or $201,042 at 6%.
Robert R. Marchione, CPA PC 401(K) Profit Sharing Plan and Trust-1$288,065$24,125$24,125iApproximate average salary by contribution assumption: employee only about $603,125 at 4% or $402,083 at 6%; with 50% employer match about $402,083 at 4% or $268,056 at 6%; with 100% employer match about $301,563 at 4% or $201,042 at 6%.