MARCUMRACHLIN, A DIVISION OF MARCUM LLP
Plan context: Marcum & Kliegman 401K Plan
EIN 11-1986323 • Melville, NY • 61 filings • 18 plans
Current Snapshot
Latest Year
2023
2023 Participants
3,682
2023 Assets
$557,971,013
2023 Contributions
$58,131,851
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 4 | 3,682 | $557,971,013 | $58,131,851 | $15,788iApproximate average salary by contribution assumption: employee only about $394,703 at 4% or $263,135 at 6%; with 50% employer match about $263,135 at 4% or $175,424 at 6%; with 100% employer match about $197,351 at 4% or $131,568 at 6%. |
| Marcum & Kliegman 401K Plan | - | 3,682 | $557,971,013 | $58,131,851 | $15,788iApproximate average salary by contribution assumption: employee only about $394,703 at 4% or $263,135 at 6%; with 50% employer match about $263,135 at 4% or $175,424 at 6%; with 100% employer match about $197,351 at 4% or $131,568 at 6%. |
| Marcum LLP Health Plan | - | 1,323 | - | - | - |
| Marcum LLP 125 Benefit Plan | - | 200 | - | - | - |
| MARCUM LLP HEALTH AND WELFARE BENEFIT PLAN | - | 3,417 | - | - | - |
| 2022 | 2 | 3,578 | $434,865,476 | $42,742,902 | $11,946iApproximate average salary by contribution assumption: employee only about $298,651 at 4% or $199,101 at 6%; with 50% employer match about $199,101 at 4% or $132,734 at 6%; with 100% employer match about $149,325 at 4% or $99,550 at 6%. |
| Marcum & Kliegman 401K Plan | - | 3,578 | $434,865,476 | $42,742,902 | $11,946iApproximate average salary by contribution assumption: employee only about $298,651 at 4% or $199,101 at 6%; with 50% employer match about $199,101 at 4% or $132,734 at 6%; with 100% employer match about $149,325 at 4% or $99,550 at 6%. |
| MARCUM LLP HEALTH AND WELFARE BENEFIT PLAN | - | 2,614 | - | - | - |
| 2021 | 2 | 2,147 | $391,160,299 | $30,133,221 | $14,035iApproximate average salary by contribution assumption: employee only about $350,876 at 4% or $233,917 at 6%; with 50% employer match about $233,917 at 4% or $155,945 at 6%; with 100% employer match about $175,438 at 4% or $116,959 at 6%. |
| Marcum & Kliegman 401K Plan | - | 2,084 | $391,160,299 | $30,133,221 | $14,459iApproximate average salary by contribution assumption: employee only about $361,483 at 4% or $240,989 at 6%; with 50% employer match about $240,989 at 4% or $160,659 at 6%; with 100% employer match about $180,741 at 4% or $120,494 at 6%. |
| MARCUM LLP HEALTH AND WELFARE BENEFIT PLAN | - | 2,147 | - | - | - |
| 2020 | 2 | 2,132 | $333,006,276 | $28,054,947 | $13,159iApproximate average salary by contribution assumption: employee only about $328,975 at 4% or $219,316 at 6%; with 50% employer match about $219,316 at 4% or $146,211 at 6%; with 100% employer match about $164,487 at 4% or $109,658 at 6%. |
| Marcum & Kliegman 401K Plan | - | 2,132 | $333,006,276 | $28,054,947 | $13,159iApproximate average salary by contribution assumption: employee only about $328,975 at 4% or $219,316 at 6%; with 50% employer match about $219,316 at 4% or $146,211 at 6%; with 100% employer match about $164,487 at 4% or $109,658 at 6%. |
| MARCUM LLP HEALTH AND WELFARE BENEFIT PLAN | - | 2,053 | - | - | - |
| 2019 | 2 | 1,882 | $262,658,089 | $30,580,580 | $16,249iApproximate average salary by contribution assumption: employee only about $406,224 at 4% or $270,816 at 6%; with 50% employer match about $270,816 at 4% or $180,544 at 6%; with 100% employer match about $203,112 at 4% or $135,408 at 6%. |
| Marcum & Kliegman 401K Plan | - | 1,882 | $262,658,089 | $30,580,580 | $16,249iApproximate average salary by contribution assumption: employee only about $406,224 at 4% or $270,816 at 6%; with 50% employer match about $270,816 at 4% or $180,544 at 6%; with 100% employer match about $203,112 at 4% or $135,408 at 6%. |
| MARCUM LLP HEALTH AND WELFARE BENEFIT PLAN | - | 1,761 | - | - | - |
| 2018 | 2 | 1,412 | $175,571,890 | $19,845,257 | $14,055iApproximate average salary by contribution assumption: employee only about $351,368 at 4% or $234,245 at 6%; with 50% employer match about $234,245 at 4% or $156,163 at 6%; with 100% employer match about $175,684 at 4% or $117,123 at 6%. |
| Marcum & Kliegman 401K Plan | - | 1,412 | $175,571,890 | $19,845,257 | $14,055iApproximate average salary by contribution assumption: employee only about $351,368 at 4% or $234,245 at 6%; with 50% employer match about $234,245 at 4% or $156,163 at 6%; with 100% employer match about $175,684 at 4% or $117,123 at 6%. |
| Marcum LLP Health Plan | - | 1,323 | - | - | - |
| 2017 | 2 | 1,286 | $179,250,657 | $17,856,196 | $13,885iApproximate average salary by contribution assumption: employee only about $347,127 at 4% or $231,418 at 6%; with 50% employer match about $231,418 at 4% or $154,279 at 6%; with 100% employer match about $173,563 at 4% or $115,709 at 6%. |
| Marcum & Kliegman 401K Plan | - | 1,286 | $179,250,657 | $17,856,196 | $13,885iApproximate average salary by contribution assumption: employee only about $347,127 at 4% or $231,418 at 6%; with 50% employer match about $231,418 at 4% or $154,279 at 6%; with 100% employer match about $173,563 at 4% or $115,709 at 6%. |
| Marcum LLP Health Plan | - | 1,257 | - | - | - |
| 2016 | 2 | 1,324 | $147,356,422 | $18,957,055 | $14,318iApproximate average salary by contribution assumption: employee only about $357,950 at 4% or $238,634 at 6%; with 50% employer match about $238,634 at 4% or $159,089 at 6%; with 100% employer match about $178,975 at 4% or $119,317 at 6%. |
| Marcum & Kliegman 401K Plan | - | 1,324 | $147,356,422 | $18,957,055 | $14,318iApproximate average salary by contribution assumption: employee only about $357,950 at 4% or $238,634 at 6%; with 50% employer match about $238,634 at 4% or $159,089 at 6%; with 100% employer match about $178,975 at 4% or $119,317 at 6%. |
| Marcum LLP Health Plan | - | 1,292 | - | - | - |
| 2015 | 2 | 1,255 | $117,773,835 | $13,082,192 | $10,424iApproximate average salary by contribution assumption: employee only about $260,601 at 4% or $173,734 at 6%; with 50% employer match about $173,734 at 4% or $115,823 at 6%; with 100% employer match about $130,301 at 4% or $86,867 at 6%. |
| Marcum & Kliegman 401K Plan | - | 1,255 | $117,773,835 | $13,082,192 | $10,424iApproximate average salary by contribution assumption: employee only about $260,601 at 4% or $173,734 at 6%; with 50% employer match about $173,734 at 4% or $115,823 at 6%; with 100% employer match about $130,301 at 4% or $86,867 at 6%. |
| Marcum LLP Health Plan | - | - | - | - | - |
| 2014 | 2 | 1,054 | $101,992,730 | $11,378,636 | $10,796iApproximate average salary by contribution assumption: employee only about $269,892 at 4% or $179,928 at 6%; with 50% employer match about $179,928 at 4% or $119,952 at 6%; with 100% employer match about $134,946 at 4% or $89,964 at 6%. |
| Marcum & Kliegman 401K Plan | - | 966 | $101,992,730 | $11,378,636 | $11,779iApproximate average salary by contribution assumption: employee only about $294,478 at 4% or $196,319 at 6%; with 50% employer match about $196,319 at 4% or $130,879 at 6%; with 100% employer match about $147,239 at 4% or $98,159 at 6%. |
| Marcum LLP Health Plan | - | 1,054 | - | - | - |
| 2013 | 2 | 916 | $85,430,840 | $8,907,575 | $9,724iApproximate average salary by contribution assumption: employee only about $243,111 at 4% or $162,074 at 6%; with 50% employer match about $162,074 at 4% or $108,049 at 6%; with 100% employer match about $121,555 at 4% or $81,037 at 6%. |
| Marcum & Kliegman 401K Plan | - | 875 | $85,430,840 | $8,907,575 | $10,180iApproximate average salary by contribution assumption: employee only about $254,502 at 4% or $169,668 at 6%; with 50% employer match about $169,668 at 4% or $113,112 at 6%; with 100% employer match about $127,251 at 4% or $84,834 at 6%. |
| Marcum LLP Health Plan | - | 916 | - | - | - |
| 2012 | 4 | 803 | $59,547,311 | $8,642,885 | $10,763iApproximate average salary by contribution assumption: employee only about $269,081 at 4% or $179,387 at 6%; with 50% employer match about $179,387 at 4% or $119,592 at 6%; with 100% employer match about $134,541 at 4% or $89,694 at 6%. |
| Marcum & Kliegman 401K Plan | - | 777 | $59,547,311 | $8,642,885 | $11,123iApproximate average salary by contribution assumption: employee only about $278,085 at 4% or $185,390 at 6%; with 50% employer match about $185,390 at 4% or $123,593 at 6%; with 100% employer match about $139,043 at 4% or $92,695 at 6%. |
| Marcum LLP 125 Benefit Plan | - | 201 | - | - | - |
| Marcum LLP 125 Benefit Plan | - | 200 | - | - | - |
| Marcum LLP Health Plan | - | 803 | - | - | - |
| 2011 | 3 | 990 | $50,319,671 | $11,256,674 | $11,370iApproximate average salary by contribution assumption: employee only about $284,259 at 4% or $189,506 at 6%; with 50% employer match about $189,506 at 4% or $126,338 at 6%; with 100% employer match about $142,130 at 4% or $94,753 at 6%. |
| Marcum & Kliegman 401K Plan | - | 785 | $50,319,671 | $11,256,674 | $14,340iApproximate average salary by contribution assumption: employee only about $358,493 at 4% or $238,995 at 6%; with 50% employer match about $238,995 at 4% or $159,330 at 6%; with 100% employer match about $179,246 at 4% or $119,498 at 6%. |
| Marcum LLP 125 Benefit Plan | - | 127 | - | - | - |
| Marcum LLP Health Plan | - | 990 | - | - | - |
| 2010 | 5 | 775 | $44,813,246 | $8,983,689 | $11,592iApproximate average salary by contribution assumption: employee only about $289,796 at 4% or $193,198 at 6%; with 50% employer match about $193,198 at 4% or $128,798 at 6%; with 100% employer match about $144,898 at 4% or $96,599 at 6%. |
| Marcum & Kliegman 401K Plan | - | 775 | $44,813,246 | $7,701,528 | $9,937iApproximate average salary by contribution assumption: employee only about $248,436 at 4% or $165,624 at 6%; with 50% employer match about $165,624 at 4% or $110,416 at 6%; with 100% employer match about $124,218 at 4% or $82,812 at 6%. |
| Marcum LLP 125 Benefit Plan | - | 157 | - | - | - |
| Marcum LLP Health Plan | - | 574 | - | - | - |
| Rossow USA Inc 401K Plan | - | 0 | - | $1,282,161 | - |
| MARCUM, LLP HEALTH AND WELFARE PLAN | - | 0 | - | - | - |
| 2009 | 6 | 422 | $35,639,589 | $5,457,842 | $12,933iApproximate average salary by contribution assumption: employee only about $323,332 at 4% or $215,555 at 6%; with 50% employer match about $215,555 at 4% or $143,703 at 6%; with 100% employer match about $161,666 at 4% or $107,777 at 6%. |
| Marcum & Kliegman 401K Plan | - | 375 | $24,381,811 | $3,563,475 | $9,503iApproximate average salary by contribution assumption: employee only about $237,565 at 4% or $158,377 at 6%; with 50% employer match about $158,377 at 4% or $105,584 at 6%; with 100% employer match about $118,783 at 4% or $79,188 at 6%. |
| Rossow USA Inc 401K Plan | - | 175 | $9,044,067 | $1,214,167 | $6,938iApproximate average salary by contribution assumption: employee only about $173,452 at 4% or $115,635 at 6%; with 50% employer match about $115,635 at 4% or $77,090 at 6%; with 100% employer match about $86,726 at 4% or $57,817 at 6%. |
| BULLHORN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | - | 120 | $2,194,915 | $663,066 | $5,526iApproximate average salary by contribution assumption: employee only about $138,139 at 4% or $92,093 at 6%; with 50% employer match about $92,093 at 4% or $61,395 at 6%; with 100% employer match about $69,069 at 4% or $46,046 at 6%. |
| Rossow USA Inc 401K Plan | - | 6 | $18,796 | $17,134 | $2,856iApproximate average salary by contribution assumption: employee only about $71,392 at 4% or $47,594 at 6%; with 50% employer match about $47,594 at 4% or $31,730 at 6%; with 100% employer match about $35,696 at 4% or $23,797 at 6%. |
| Marcum LLP Health Plan | - | 422 | - | - | - |
| MARCUMRACHLIN, A DIVISION OF MARCUM LLP | - | 158 | - | - | - |
| 2008 | 2 | 386 | $16,942,448 | $3,899,870 | $10,103iApproximate average salary by contribution assumption: employee only about $252,582 at 4% or $168,388 at 6%; with 50% employer match about $168,388 at 4% or $112,259 at 6%; with 100% employer match about $126,291 at 4% or $84,194 at 6%. |
| Marcum & Kliegman 401K Plan | - | 343 | $16,942,448 | $3,899,870 | $11,370iApproximate average salary by contribution assumption: employee only about $284,247 at 4% or $189,498 at 6%; with 50% employer match about $189,498 at 4% or $126,332 at 6%; with 100% employer match about $142,124 at 4% or $94,749 at 6%. |
| Marcum LLP Health Plan | - | 386 | - | - | - |
| 2007 | 1 | 305 | $21,256,985 | $3,956,169 | $12,971iApproximate average salary by contribution assumption: employee only about $324,276 at 4% or $216,184 at 6%; with 50% employer match about $216,184 at 4% or $144,123 at 6%; with 100% employer match about $162,138 at 4% or $108,092 at 6%. |
| Marcum & Kliegman 401K Plan | - | 305 | $21,256,985 | $3,956,169 | $12,971iApproximate average salary by contribution assumption: employee only about $324,276 at 4% or $216,184 at 6%; with 50% employer match about $216,184 at 4% or $144,123 at 6%; with 100% employer match about $162,138 at 4% or $108,092 at 6%. |
| 2006 | 2 | 328 | $16,988,995 | $3,210,743 | $9,789iApproximate average salary by contribution assumption: employee only about $244,721 at 4% or $163,148 at 6%; with 50% employer match about $163,148 at 4% or $108,765 at 6%; with 100% employer match about $122,361 at 4% or $81,574 at 6%. |
| Marcum & Kliegman 401K Plan | - | 267 | $16,988,995 | $3,210,743 | $12,025iApproximate average salary by contribution assumption: employee only about $300,631 at 4% or $200,421 at 6%; with 50% employer match about $200,421 at 4% or $133,614 at 6%; with 100% employer match about $150,316 at 4% or $100,210 at 6%. |
| Marcum LLP Health Plan | - | 328 | - | - | - |
| 2005 | 2 | 261 | $14,356,996 | $3,063,074 | $11,736iApproximate average salary by contribution assumption: employee only about $293,398 at 4% or $195,599 at 6%; with 50% employer match about $195,599 at 4% or $130,399 at 6%; with 100% employer match about $146,699 at 4% or $97,799 at 6%. |
| Marcum & Kliegman 401K Plan | - | 239 | $14,356,996 | $3,063,074 | $12,816iApproximate average salary by contribution assumption: employee only about $320,405 at 4% or $213,603 at 6%; with 50% employer match about $213,603 at 4% or $142,402 at 6%; with 100% employer match about $160,203 at 4% or $106,802 at 6%. |
| Marcum LLP Health Plan | - | 261 | - | - | - |
| 2004 | 2 | 228 | $10,892,931 | $2,559,409 | $11,225iApproximate average salary by contribution assumption: employee only about $280,637 at 4% or $187,091 at 6%; with 50% employer match about $187,091 at 4% or $124,728 at 6%; with 100% employer match about $140,318 at 4% or $93,546 at 6%. |
| Marcum & Kliegman 401K Plan | - | 228 | $10,892,931 | $2,559,409 | $11,225iApproximate average salary by contribution assumption: employee only about $280,637 at 4% or $187,091 at 6%; with 50% employer match about $187,091 at 4% or $124,728 at 6%; with 100% employer match about $140,318 at 4% or $93,546 at 6%. |
| Marcum LLP Health Plan | - | 220 | - | - | - |
| 2003 | 2 | 226 | $6,858,683 | $2,127,232 | $9,413iApproximate average salary by contribution assumption: employee only about $235,313 at 4% or $156,876 at 6%; with 50% employer match about $156,876 at 4% or $104,584 at 6%; with 100% employer match about $117,657 at 4% or $78,438 at 6%. |
| Marcum & Kliegman 401K Plan | - | 190 | $6,858,683 | $2,127,232 | $11,196iApproximate average salary by contribution assumption: employee only about $279,899 at 4% or $186,599 at 6%; with 50% employer match about $186,599 at 4% or $124,400 at 6%; with 100% employer match about $139,949 at 4% or $93,300 at 6%. |
| Marcum LLP Health Plan | - | 226 | - | - | - |
| 2002 | 2 | 136 | $4,095,356 | $1,241,005 | $9,125iApproximate average salary by contribution assumption: employee only about $228,126 at 4% or $152,084 at 6%; with 50% employer match about $152,084 at 4% or $101,389 at 6%; with 100% employer match about $114,063 at 4% or $76,042 at 6%. |
| Marcum & Kliegman 401K Plan | - | 136 | $4,095,356 | $1,241,005 | $9,125iApproximate average salary by contribution assumption: employee only about $228,126 at 4% or $152,084 at 6%; with 50% employer match about $152,084 at 4% or $101,389 at 6%; with 100% employer match about $114,063 at 4% or $76,042 at 6%. |
| Marcum LLP Health Plan | - | 116 | - | - | - |
| 2001 | 1 | 132 | $3,929,374 | $1,074,853 | $8,143iApproximate average salary by contribution assumption: employee only about $203,571 at 4% or $135,714 at 6%; with 50% employer match about $135,714 at 4% or $90,476 at 6%; with 100% employer match about $101,785 at 4% or $67,857 at 6%. |
| Marcum & Kliegman 401K Plan | - | 132 | $3,929,374 | $1,074,853 | $8,143iApproximate average salary by contribution assumption: employee only about $203,571 at 4% or $135,714 at 6%; with 50% employer match about $135,714 at 4% or $90,476 at 6%; with 100% employer match about $101,785 at 4% or $67,857 at 6%. |
| 2000 | 3 | 130 | $3,449,380 | $937,363 | $7,210iApproximate average salary by contribution assumption: employee only about $180,262 at 4% or $120,175 at 6%; with 50% employer match about $120,175 at 4% or $80,116 at 6%; with 100% employer match about $90,131 at 4% or $60,087 at 6%. |
| Marcum & Kliegman 401K Plan | - | 117 | $3,449,380 | $937,363 | $8,012iApproximate average salary by contribution assumption: employee only about $200,291 at 4% or $133,527 at 6%; with 50% employer match about $133,527 at 4% or $89,018 at 6%; with 100% employer match about $100,146 at 4% or $66,764 at 6%. |
| Marcum & Kliegman Profit Sharing Plan | - | 0 | - | - | - |
| Marcum LLP Health Plan | - | 130 | - | - | - |
| 1999 | 2 | 97 | $3,143,099 | $652,807 | $6,730iApproximate average salary by contribution assumption: employee only about $168,249 at 4% or $112,166 at 6%; with 50% employer match about $112,166 at 4% or $74,777 at 6%; with 100% employer match about $84,125 at 4% or $56,083 at 6%. |
| Marcum & Kliegman 401K Plan | - | 97 | $1,859,771 | $439,663 | $4,533iApproximate average salary by contribution assumption: employee only about $113,315 at 4% or $75,543 at 6%; with 50% employer match about $75,543 at 4% or $50,362 at 6%; with 100% employer match about $56,658 at 4% or $37,772 at 6%. |
| Marcum & Kliegman Profit Sharing Plan | - | 69 | $1,283,328 | $213,144 | $3,089iApproximate average salary by contribution assumption: employee only about $77,226 at 4% or $51,484 at 6%; with 50% employer match about $51,484 at 4% or $34,323 at 6%; with 100% employer match about $38,613 at 4% or $25,742 at 6%. |