Civic Intelligence

Mark L. Vaimberg, Cfp, Clu, Chfc

Plan context: Mark L. Vaimberg, Clu, Cfp Retirement Plan

EIN 11-3169499 • Hauppauge, NY • 26 filings • 3 plans

225 Wireless Boulevard, Suite 103Hauppauge, NY 11788
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,131,687

2024 Contributions

$183,292

Historical Graphs

Total Assets Over Time

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

$4,131,687$2,065,844$0199920122024YearValue
$4,131,687Latest year 2024

Participants Over Time

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

740199920122024YearValue
6Latest 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
202416$4,131,687$183,292$30,549iApproximate average salary by contribution assumption: employee only about $763,717 at 4% or $509,144 at 6%; with 50% employer match about $509,144 at 4% or $339,430 at 6%; with 100% employer match about $381,858 at 4% or $254,572 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-6$4,131,687$183,292$30,549iApproximate average salary by contribution assumption: employee only about $763,717 at 4% or $509,144 at 6%; with 50% employer match about $509,144 at 4% or $339,430 at 6%; with 100% employer match about $381,858 at 4% or $254,572 at 6%.
202315$3,667,401$169,100$33,820iApproximate average salary by contribution assumption: employee only about $845,500 at 4% or $563,667 at 6%; with 50% employer match about $563,667 at 4% or $375,778 at 6%; with 100% employer match about $422,750 at 4% or $281,833 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-5$3,667,401$169,100$33,820iApproximate average salary by contribution assumption: employee only about $845,500 at 4% or $563,667 at 6%; with 50% employer match about $563,667 at 4% or $375,778 at 6%; with 100% employer match about $422,750 at 4% or $281,833 at 6%.
202217$3,453,951$148,031$21,147iApproximate average salary by contribution assumption: employee only about $528,682 at 4% or $352,455 at 6%; with 50% employer match about $352,455 at 4% or $234,970 at 6%; with 100% employer match about $264,341 at 4% or $176,227 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-7$3,453,951$148,031$21,147iApproximate average salary by contribution assumption: employee only about $528,682 at 4% or $352,455 at 6%; with 50% employer match about $352,455 at 4% or $234,970 at 6%; with 100% employer match about $264,341 at 4% or $176,227 at 6%.
202117$3,705,903$175,845$25,121iApproximate average salary by contribution assumption: employee only about $628,018 at 4% or $418,679 at 6%; with 50% employer match about $418,679 at 4% or $279,119 at 6%; with 100% employer match about $314,009 at 4% or $209,339 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-7$3,705,903$175,845$25,121iApproximate average salary by contribution assumption: employee only about $628,018 at 4% or $418,679 at 6%; with 50% employer match about $418,679 at 4% or $279,119 at 6%; with 100% employer match about $314,009 at 4% or $209,339 at 6%.
202017$3,748,716$170,884$24,412iApproximate average salary by contribution assumption: employee only about $610,300 at 4% or $406,867 at 6%; with 50% employer match about $406,867 at 4% or $271,244 at 6%; with 100% employer match about $305,150 at 4% or $203,433 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-7$3,748,716$170,884$24,412iApproximate average salary by contribution assumption: employee only about $610,300 at 4% or $406,867 at 6%; with 50% employer match about $406,867 at 4% or $271,244 at 6%; with 100% employer match about $305,150 at 4% or $203,433 at 6%.
201917$3,333,744$155,365$22,195iApproximate average salary by contribution assumption: employee only about $554,875 at 4% or $369,917 at 6%; with 50% employer match about $369,917 at 4% or $246,611 at 6%; with 100% employer match about $277,438 at 4% or $184,958 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-7$3,333,744$155,365$22,195iApproximate average salary by contribution assumption: employee only about $554,875 at 4% or $369,917 at 6%; with 50% employer match about $369,917 at 4% or $246,611 at 6%; with 100% employer match about $277,438 at 4% or $184,958 at 6%.
201816$2,810,782$146,910$24,485iApproximate average salary by contribution assumption: employee only about $612,125 at 4% or $408,083 at 6%; with 50% employer match about $408,083 at 4% or $272,056 at 6%; with 100% employer match about $306,063 at 4% or $204,042 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-6$2,810,782$146,910$24,485iApproximate average salary by contribution assumption: employee only about $612,125 at 4% or $408,083 at 6%; with 50% employer match about $408,083 at 4% or $272,056 at 6%; with 100% employer match about $306,063 at 4% or $204,042 at 6%.
201716$2,770,676$122,612$20,435iApproximate average salary by contribution assumption: employee only about $510,883 at 4% or $340,589 at 6%; with 50% employer match about $340,589 at 4% or $227,059 at 6%; with 100% employer match about $255,442 at 4% or $170,294 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-6$2,770,676$122,612$20,435iApproximate average salary by contribution assumption: employee only about $510,883 at 4% or $340,589 at 6%; with 50% employer match about $340,589 at 4% or $227,059 at 6%; with 100% employer match about $255,442 at 4% or $170,294 at 6%.
201615$2,344,872$112,912$22,582iApproximate average salary by contribution assumption: employee only about $564,560 at 4% or $376,373 at 6%; with 50% employer match about $376,373 at 4% or $250,916 at 6%; with 100% employer match about $282,280 at 4% or $188,187 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-5$2,344,872$112,912$22,582iApproximate average salary by contribution assumption: employee only about $564,560 at 4% or $376,373 at 6%; with 50% employer match about $376,373 at 4% or $250,916 at 6%; with 100% employer match about $282,280 at 4% or $188,187 at 6%.
201515$2,154,650$112,436$22,487iApproximate average salary by contribution assumption: employee only about $562,180 at 4% or $374,787 at 6%; with 50% employer match about $374,787 at 4% or $249,858 at 6%; with 100% employer match about $281,090 at 4% or $187,393 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-5$2,154,650$112,436$22,487iApproximate average salary by contribution assumption: employee only about $562,180 at 4% or $374,787 at 6%; with 50% employer match about $374,787 at 4% or $249,858 at 6%; with 100% employer match about $281,090 at 4% or $187,393 at 6%.
201415$2,070,460$107,625$21,525iApproximate average salary by contribution assumption: employee only about $538,125 at 4% or $358,750 at 6%; with 50% employer match about $358,750 at 4% or $239,167 at 6%; with 100% employer match about $269,063 at 4% or $179,375 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-5$2,070,460$107,625$21,525iApproximate average salary by contribution assumption: employee only about $538,125 at 4% or $358,750 at 6%; with 50% employer match about $358,750 at 4% or $239,167 at 6%; with 100% employer match about $269,063 at 4% or $179,375 at 6%.
201315$1,875,472$101,956$20,391iApproximate average salary by contribution assumption: employee only about $509,780 at 4% or $339,853 at 6%; with 50% employer match about $339,853 at 4% or $226,569 at 6%; with 100% employer match about $254,890 at 4% or $169,927 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-5$1,875,472$101,956$20,391iApproximate average salary by contribution assumption: employee only about $509,780 at 4% or $339,853 at 6%; with 50% employer match about $339,853 at 4% or $226,569 at 6%; with 100% employer match about $254,890 at 4% or $169,927 at 6%.
201214$1,493,233$95,826$23,957iApproximate average salary by contribution assumption: employee only about $598,913 at 4% or $399,275 at 6%; with 50% employer match about $399,275 at 4% or $266,183 at 6%; with 100% employer match about $299,456 at 4% or $199,638 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-4$1,493,233$95,826$23,957iApproximate average salary by contribution assumption: employee only about $598,913 at 4% or $399,275 at 6%; with 50% employer match about $399,275 at 4% or $266,183 at 6%; with 100% employer match about $299,456 at 4% or $199,638 at 6%.
201114$1,227,660$88,097$22,024iApproximate average salary by contribution assumption: employee only about $550,606 at 4% or $367,071 at 6%; with 50% employer match about $367,071 at 4% or $244,714 at 6%; with 100% employer match about $275,303 at 4% or $183,535 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-4$1,227,660$88,097$22,024iApproximate average salary by contribution assumption: employee only about $550,606 at 4% or $367,071 at 6%; with 50% employer match about $367,071 at 4% or $244,714 at 6%; with 100% employer match about $275,303 at 4% or $183,535 at 6%.
201014$1,182,557$87,832$21,958iApproximate average salary by contribution assumption: employee only about $548,950 at 4% or $365,967 at 6%; with 50% employer match about $365,967 at 4% or $243,978 at 6%; with 100% employer match about $274,475 at 4% or $182,983 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-4$1,182,557$87,832$21,958iApproximate average salary by contribution assumption: employee only about $548,950 at 4% or $365,967 at 6%; with 50% employer match about $365,967 at 4% or $243,978 at 6%; with 100% employer match about $274,475 at 4% or $182,983 at 6%.
200914$965,155$87,590$21,898iApproximate average salary by contribution assumption: employee only about $547,438 at 4% or $364,958 at 6%; with 50% employer match about $364,958 at 4% or $243,306 at 6%; with 100% employer match about $273,719 at 4% or $182,479 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-4$965,155$87,590$21,898iApproximate average salary by contribution assumption: employee only about $547,438 at 4% or $364,958 at 6%; with 50% employer match about $364,958 at 4% or $243,306 at 6%; with 100% employer match about $273,719 at 4% or $182,479 at 6%.
200814$664,860$82,439$20,610iApproximate average salary by contribution assumption: employee only about $515,244 at 4% or $343,496 at 6%; with 50% employer match about $343,496 at 4% or $228,997 at 6%; with 100% employer match about $257,622 at 4% or $171,748 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-4$664,860$82,439$20,610iApproximate average salary by contribution assumption: employee only about $515,244 at 4% or $343,496 at 6%; with 50% employer match about $343,496 at 4% or $228,997 at 6%; with 100% employer match about $257,622 at 4% or $171,748 at 6%.
200714$876,690$79,155$19,789iApproximate average salary by contribution assumption: employee only about $494,719 at 4% or $329,813 at 6%; with 50% employer match about $329,813 at 4% or $219,875 at 6%; with 100% employer match about $247,359 at 4% or $164,906 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-4$876,690$79,155$19,789iApproximate average salary by contribution assumption: employee only about $494,719 at 4% or $329,813 at 6%; with 50% employer match about $329,813 at 4% or $219,875 at 6%; with 100% employer match about $247,359 at 4% or $164,906 at 6%.
200613$744,580$75,292$25,097iApproximate average salary by contribution assumption: employee only about $627,433 at 4% or $418,289 at 6%; with 50% employer match about $418,289 at 4% or $278,859 at 6%; with 100% employer match about $313,717 at 4% or $209,144 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-3$744,580$75,292$25,097iApproximate average salary by contribution assumption: employee only about $627,433 at 4% or $418,289 at 6%; with 50% employer match about $418,289 at 4% or $278,859 at 6%; with 100% employer match about $313,717 at 4% or $209,144 at 6%.
200513$595,586$269,707$89,902iApproximate average salary by contribution assumption: employee only about $2,247,558 at 4% or $1,498,372 at 6%; with 50% employer match about $1,498,372 at 4% or $998,915 at 6%; with 100% employer match about $1,123,779 at 4% or $749,186 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-3$595,586$269,707$89,902iApproximate average salary by contribution assumption: employee only about $2,247,558 at 4% or $1,498,372 at 6%; with 50% employer match about $1,498,372 at 4% or $998,915 at 6%; with 100% employer match about $1,123,779 at 4% or $749,186 at 6%.
200413$298,043$64,076$21,359iApproximate average salary by contribution assumption: employee only about $533,967 at 4% or $355,978 at 6%; with 50% employer match about $355,978 at 4% or $237,319 at 6%; with 100% employer match about $266,983 at 4% or $177,989 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-3$298,043$64,076$21,359iApproximate average salary by contribution assumption: employee only about $533,967 at 4% or $355,978 at 6%; with 50% employer match about $355,978 at 4% or $237,319 at 6%; with 100% employer match about $266,983 at 4% or $177,989 at 6%.
200313$209,357$63,668$21,223iApproximate average salary by contribution assumption: employee only about $530,567 at 4% or $353,711 at 6%; with 50% employer match about $353,711 at 4% or $235,807 at 6%; with 100% employer match about $265,283 at 4% or $176,856 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-3$209,357$63,668$21,223iApproximate average salary by contribution assumption: employee only about $530,567 at 4% or $353,711 at 6%; with 50% employer match about $353,711 at 4% or $235,807 at 6%; with 100% employer match about $265,283 at 4% or $176,856 at 6%.
200213$116,465$61,141$20,380iApproximate average salary by contribution assumption: employee only about $509,508 at 4% or $339,672 at 6%; with 50% employer match about $339,672 at 4% or $226,448 at 6%; with 100% employer match about $254,754 at 4% or $169,836 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-3$116,465$61,141$20,380iApproximate average salary by contribution assumption: employee only about $509,508 at 4% or $339,672 at 6%; with 50% employer match about $339,672 at 4% or $226,448 at 6%; with 100% employer match about $254,754 at 4% or $169,836 at 6%.
200111$0$0-
Mark L. Vaimberg, Clu, Cfp Retirement Plan-1---
200011$46,563$27,980$27,980iApproximate average salary by contribution assumption: employee only about $699,500 at 4% or $466,333 at 6%; with 50% employer match about $466,333 at 4% or $310,889 at 6%; with 100% employer match about $349,750 at 4% or $233,167 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-1$46,563$27,980$27,980iApproximate average salary by contribution assumption: employee only about $699,500 at 4% or $466,333 at 6%; with 50% employer match about $466,333 at 4% or $310,889 at 6%; with 100% employer match about $349,750 at 4% or $233,167 at 6%.
199912$22,000$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Mark L. Vaimberg, Clu, Cfp Retirement Plan-2$22,000$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.