Civic Intelligence

Makowitz, Fenelon & Bank LLP

Plan context: Markowitz, Fenelon, & Bank LLP 401K Plan

EIN 11-3452093 • Riverhead, NY • 27 filings • 3 plans

552 East Main StreetRiverhead, NY 11901
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$9,928

2024 Contributions

$1,246,049

Historical Graphs

Total Assets Over Time

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

$12,230,877$6,115,439$0199920122023YearValue
$9,928Latest year 2023

Participants Over Time

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

73370199920092019YearValue
38Latest year 2019

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
202410$0$0-
Markowitz, Fenelon, & Bank LLP 401K Plan-0$0$0-
202310$9,928$0-
Markowitz, Fenelon, & Bank LLP 401K Plan-0$9,928$0-
202210$9,464$0-
Markowitz, Fenelon, & Bank LLP 401K Plan-0$9,464--
202110$130,949$0-
Markowitz, Fenelon, & Bank LLP 401K Plan-0$130,949--
202010$121,206$0-
Markowitz, Fenelon, & Bank LLP 401K Plan-0$121,206--
2019138$12,230,877$1,246,049$32,791iApproximate average salary by contribution assumption: employee only about $819,769 at 4% or $546,513 at 6%; with 50% employer match about $546,513 at 4% or $364,342 at 6%; with 100% employer match about $409,885 at 4% or $273,256 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-38$12,230,877$1,246,049$32,791iApproximate average salary by contribution assumption: employee only about $819,769 at 4% or $546,513 at 6%; with 50% employer match about $546,513 at 4% or $364,342 at 6%; with 100% employer match about $409,885 at 4% or $273,256 at 6%.
2018140$9,670,735$464,896$11,622iApproximate average salary by contribution assumption: employee only about $290,560 at 4% or $193,707 at 6%; with 50% employer match about $193,707 at 4% or $129,138 at 6%; with 100% employer match about $145,280 at 4% or $96,853 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-40$9,670,735$464,896$11,622iApproximate average salary by contribution assumption: employee only about $290,560 at 4% or $193,707 at 6%; with 50% employer match about $193,707 at 4% or $129,138 at 6%; with 100% employer match about $145,280 at 4% or $96,853 at 6%.
2017140$10,286,396$349,046$8,726iApproximate average salary by contribution assumption: employee only about $218,154 at 4% or $145,436 at 6%; with 50% employer match about $145,436 at 4% or $96,957 at 6%; with 100% employer match about $109,077 at 4% or $72,718 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-40$10,286,396$349,046$8,726iApproximate average salary by contribution assumption: employee only about $218,154 at 4% or $145,436 at 6%; with 50% employer match about $145,436 at 4% or $96,957 at 6%; with 100% employer match about $109,077 at 4% or $72,718 at 6%.
2016146$8,385,718$397,934$8,651iApproximate average salary by contribution assumption: employee only about $216,268 at 4% or $144,179 at 6%; with 50% employer match about $144,179 at 4% or $96,119 at 6%; with 100% employer match about $108,134 at 4% or $72,089 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-46$8,385,718$397,934$8,651iApproximate average salary by contribution assumption: employee only about $216,268 at 4% or $144,179 at 6%; with 50% employer match about $144,179 at 4% or $96,119 at 6%; with 100% employer match about $108,134 at 4% or $72,089 at 6%.
2015150$7,482,624$477,215$9,544iApproximate average salary by contribution assumption: employee only about $238,607 at 4% or $159,072 at 6%; with 50% employer match about $159,072 at 4% or $106,048 at 6%; with 100% employer match about $119,304 at 4% or $79,536 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-50$7,482,624$477,215$9,544iApproximate average salary by contribution assumption: employee only about $238,607 at 4% or $159,072 at 6%; with 50% employer match about $159,072 at 4% or $106,048 at 6%; with 100% employer match about $119,304 at 4% or $79,536 at 6%.
2014147$7,052,097$443,856$9,444iApproximate average salary by contribution assumption: employee only about $236,094 at 4% or $157,396 at 6%; with 50% employer match about $157,396 at 4% or $104,930 at 6%; with 100% employer match about $118,047 at 4% or $78,698 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-47$7,052,097$443,856$9,444iApproximate average salary by contribution assumption: employee only about $236,094 at 4% or $157,396 at 6%; with 50% employer match about $157,396 at 4% or $104,930 at 6%; with 100% employer match about $118,047 at 4% or $78,698 at 6%.
2013147$6,467,649$430,309$9,156iApproximate average salary by contribution assumption: employee only about $228,888 at 4% or $152,592 at 6%; with 50% employer match about $152,592 at 4% or $101,728 at 6%; with 100% employer match about $114,444 at 4% or $76,296 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-47$6,467,649$430,309$9,156iApproximate average salary by contribution assumption: employee only about $228,888 at 4% or $152,592 at 6%; with 50% employer match about $152,592 at 4% or $101,728 at 6%; with 100% employer match about $114,444 at 4% or $76,296 at 6%.
2012145$5,038,919$392,662$8,726iApproximate average salary by contribution assumption: employee only about $218,146 at 4% or $145,430 at 6%; with 50% employer match about $145,430 at 4% or $96,954 at 6%; with 100% employer match about $109,073 at 4% or $72,715 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-45$5,038,919$392,662$8,726iApproximate average salary by contribution assumption: employee only about $218,146 at 4% or $145,430 at 6%; with 50% employer match about $145,430 at 4% or $96,954 at 6%; with 100% employer match about $109,073 at 4% or $72,715 at 6%.
2011143$4,490,106$349,553$8,129iApproximate average salary by contribution assumption: employee only about $203,228 at 4% or $135,486 at 6%; with 50% employer match about $135,486 at 4% or $90,324 at 6%; with 100% employer match about $101,614 at 4% or $67,743 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-43$4,490,106$349,553$8,129iApproximate average salary by contribution assumption: employee only about $203,228 at 4% or $135,486 at 6%; with 50% employer match about $135,486 at 4% or $90,324 at 6%; with 100% employer match about $101,614 at 4% or $67,743 at 6%.
2010142$4,703,653$329,595$7,848iApproximate average salary by contribution assumption: employee only about $196,188 at 4% or $130,792 at 6%; with 50% employer match about $130,792 at 4% or $87,194 at 6%; with 100% employer match about $98,094 at 4% or $65,396 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-42$4,703,653$329,595$7,848iApproximate average salary by contribution assumption: employee only about $196,188 at 4% or $130,792 at 6%; with 50% employer match about $130,792 at 4% or $87,194 at 6%; with 100% employer match about $98,094 at 4% or $65,396 at 6%.
2009146$3,952,928$313,233$6,809iApproximate average salary by contribution assumption: employee only about $170,235 at 4% or $113,490 at 6%; with 50% employer match about $113,490 at 4% or $75,660 at 6%; with 100% employer match about $85,118 at 4% or $56,745 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-46$3,952,928$313,233$6,809iApproximate average salary by contribution assumption: employee only about $170,235 at 4% or $113,490 at 6%; with 50% employer match about $113,490 at 4% or $75,660 at 6%; with 100% employer match about $85,118 at 4% or $56,745 at 6%.
2008153$2,924,633$361,638$6,823iApproximate average salary by contribution assumption: employee only about $170,584 at 4% or $113,723 at 6%; with 50% employer match about $113,723 at 4% or $75,815 at 6%; with 100% employer match about $85,292 at 4% or $56,861 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-53$2,924,633$361,638$6,823iApproximate average salary by contribution assumption: employee only about $170,584 at 4% or $113,723 at 6%; with 50% employer match about $113,723 at 4% or $75,815 at 6%; with 100% employer match about $85,292 at 4% or $56,861 at 6%.
2007149$3,859,737$395,477$8,071iApproximate average salary by contribution assumption: employee only about $201,774 at 4% or $134,516 at 6%; with 50% employer match about $134,516 at 4% or $89,677 at 6%; with 100% employer match about $100,887 at 4% or $67,258 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-49$3,859,737$395,477$8,071iApproximate average salary by contribution assumption: employee only about $201,774 at 4% or $134,516 at 6%; with 50% employer match about $134,516 at 4% or $89,677 at 6%; with 100% employer match about $100,887 at 4% or $67,258 at 6%.
2006152$3,282,031$385,492$7,413iApproximate average salary by contribution assumption: employee only about $185,333 at 4% or $123,555 at 6%; with 50% employer match about $123,555 at 4% or $82,370 at 6%; with 100% employer match about $92,666 at 4% or $61,778 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-52$3,282,031$385,492$7,413iApproximate average salary by contribution assumption: employee only about $185,333 at 4% or $123,555 at 6%; with 50% employer match about $123,555 at 4% or $82,370 at 6%; with 100% employer match about $92,666 at 4% or $61,778 at 6%.
2005153$2,573,623$351,037$6,623iApproximate average salary by contribution assumption: employee only about $165,583 at 4% or $110,389 at 6%; with 50% employer match about $110,389 at 4% or $73,593 at 6%; with 100% employer match about $82,792 at 4% or $55,194 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-53$2,573,623$351,037$6,623iApproximate average salary by contribution assumption: employee only about $165,583 at 4% or $110,389 at 6%; with 50% employer match about $110,389 at 4% or $73,593 at 6%; with 100% employer match about $82,792 at 4% or $55,194 at 6%.
2004173$2,147,586$345,909$4,738iApproximate average salary by contribution assumption: employee only about $118,462 at 4% or $78,975 at 6%; with 50% employer match about $78,975 at 4% or $52,650 at 6%; with 100% employer match about $59,231 at 4% or $39,487 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-73$2,147,586$345,909$4,738iApproximate average salary by contribution assumption: employee only about $118,462 at 4% or $78,975 at 6%; with 50% employer match about $78,975 at 4% or $52,650 at 6%; with 100% employer match about $59,231 at 4% or $39,487 at 6%.
2003162$0$0-
Markowitz, Fenelon, & Bank LLP 401K Plan-62---
2002248$1,191,102$312,620$6,513iApproximate average salary by contribution assumption: employee only about $162,823 at 4% or $108,549 at 6%; with 50% employer match about $108,549 at 4% or $72,366 at 6%; with 100% employer match about $81,411 at 4% or $54,274 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-48$1,191,102$312,620$6,513iApproximate average salary by contribution assumption: employee only about $162,823 at 4% or $108,549 at 6%; with 50% employer match about $108,549 at 4% or $72,366 at 6%; with 100% employer match about $81,411 at 4% or $54,274 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-48---
2001137$0$0-
Markowitz, Fenelon, & Bank LLP 401K Plan-37---
2000134$1,046,535$272,342$8,010iApproximate average salary by contribution assumption: employee only about $200,251 at 4% or $133,501 at 6%; with 50% employer match about $133,501 at 4% or $89,001 at 6%; with 100% employer match about $100,126 at 4% or $66,750 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-34$1,046,535$272,342$8,010iApproximate average salary by contribution assumption: employee only about $200,251 at 4% or $133,501 at 6%; with 50% employer match about $133,501 at 4% or $89,001 at 6%; with 100% employer match about $100,126 at 4% or $66,750 at 6%.
1999134$902,020$247,841$7,289iApproximate average salary by contribution assumption: employee only about $182,236 at 4% or $121,491 at 6%; with 50% employer match about $121,491 at 4% or $80,994 at 6%; with 100% employer match about $91,118 at 4% or $60,745 at 6%.
Markowitz, Fenelon, & Bank LLP 401K Plan-34$902,020$247,841$7,289iApproximate average salary by contribution assumption: employee only about $182,236 at 4% or $121,491 at 6%; with 50% employer match about $121,491 at 4% or $80,994 at 6%; with 100% employer match about $91,118 at 4% or $60,745 at 6%.