Jeffrey L. Marx, M.D. PC.
Plan context: Jeffrey L. Marx, M.D. PC. Pension Trust
EIN 13-3048085 • New York, NY • 34 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$3,396,670
2017 Contributions
$58,142
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 1 | $3,396,670 | $0 | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 1 | $3,396,670 | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 0 | $0 | $0 | - |
| 2016 | 2 | 3 | $5,750,961 | $0 | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 2 | $3,159,646 | $0 | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | $2,591,315 | $0 | - |
| 2015 | 2 | 3 | $4,968,431 | $58,142 | $19,381iApproximate average salary by contribution assumption: employee only about $484,517 at 4% or $323,011 at 6%; with 50% employer match about $323,011 at 4% or $215,341 at 6%; with 100% employer match about $242,258 at 4% or $161,506 at 6%. |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | $2,728,579 | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | $2,239,852 | $58,142 | $19,381iApproximate average salary by contribution assumption: employee only about $484,517 at 4% or $323,011 at 6%; with 50% employer match about $323,011 at 4% or $215,341 at 6%; with 100% employer match about $242,258 at 4% or $161,506 at 6%. |
| 2014 | 2 | 3 | $4,948,438 | $49,757 | $16,586iApproximate average salary by contribution assumption: employee only about $414,642 at 4% or $276,428 at 6%; with 50% employer match about $276,428 at 4% or $184,285 at 6%; with 100% employer match about $207,321 at 4% or $138,214 at 6%. |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | $2,787,929 | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | $2,160,509 | $49,757 | $16,586iApproximate average salary by contribution assumption: employee only about $414,642 at 4% or $276,428 at 6%; with 50% employer match about $276,428 at 4% or $184,285 at 6%; with 100% employer match about $207,321 at 4% or $138,214 at 6%. |
| 2013 | 2 | 4 | $5,483,205 | $112,568 | $28,142iApproximate average salary by contribution assumption: employee only about $703,550 at 4% or $469,033 at 6%; with 50% employer match about $469,033 at 4% or $312,689 at 6%; with 100% employer match about $351,775 at 4% or $234,517 at 6%. |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 4 | $2,948,682 | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 4 | $2,534,523 | $112,568 | $28,142iApproximate average salary by contribution assumption: employee only about $703,550 at 4% or $469,033 at 6%; with 50% employer match about $469,033 at 4% or $312,689 at 6%; with 100% employer match about $351,775 at 4% or $234,517 at 6%. |
| 2012 | 2 | 4 | $5,048,199 | $113,412 | $28,353iApproximate average salary by contribution assumption: employee only about $708,825 at 4% or $472,550 at 6%; with 50% employer match about $472,550 at 4% or $315,033 at 6%; with 100% employer match about $354,413 at 4% or $236,275 at 6%. |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 4 | $2,732,805 | $0 | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 4 | $2,315,394 | $113,412 | $28,353iApproximate average salary by contribution assumption: employee only about $708,825 at 4% or $472,550 at 6%; with 50% employer match about $472,550 at 4% or $315,033 at 6%; with 100% employer match about $354,413 at 4% or $236,275 at 6%. |
| 2011 | 2 | 4 | $4,499,554 | $109,892 | $27,473iApproximate average salary by contribution assumption: employee only about $686,825 at 4% or $457,883 at 6%; with 50% employer match about $457,883 at 4% or $305,256 at 6%; with 100% employer match about $343,413 at 4% or $228,942 at 6%. |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 4 | $2,377,785 | $0 | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 4 | $2,121,769 | $109,892 | $27,473iApproximate average salary by contribution assumption: employee only about $686,825 at 4% or $457,883 at 6%; with 50% employer match about $457,883 at 4% or $305,256 at 6%; with 100% employer match about $343,413 at 4% or $228,942 at 6%. |
| 2010 | 2 | 3 | $4,088,825 | $55,564 | $18,521iApproximate average salary by contribution assumption: employee only about $463,033 at 4% or $308,689 at 6%; with 50% employer match about $308,689 at 4% or $205,793 at 6%; with 100% employer match about $231,517 at 4% or $154,344 at 6%. |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | $2,140,562 | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | $1,948,263 | $55,564 | $18,521iApproximate average salary by contribution assumption: employee only about $463,033 at 4% or $308,689 at 6%; with 50% employer match about $308,689 at 4% or $205,793 at 6%; with 100% employer match about $231,517 at 4% or $154,344 at 6%. |
| 2009 | 2 | 3 | $3,942,025 | $53,872 | $17,957iApproximate average salary by contribution assumption: employee only about $448,933 at 4% or $299,289 at 6%; with 50% employer match about $299,289 at 4% or $199,526 at 6%; with 100% employer match about $224,467 at 4% or $149,644 at 6%. |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | $2,108,918 | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | $1,833,107 | $53,872 | $17,957iApproximate average salary by contribution assumption: employee only about $448,933 at 4% or $299,289 at 6%; with 50% employer match about $299,289 at 4% or $199,526 at 6%; with 100% employer match about $224,467 at 4% or $149,644 at 6%. |
| 2007 | 2 | 3 | $0 | $0 | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | - | - | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | - | - | - |
| 2006 | 2 | 3 | $0 | $0 | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | - | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | - | - | - |
| 2005 | 2 | 4 | $0 | $0 | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | - | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 4 | - | - | - |
| 2004 | 2 | 3 | $0 | $0 | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | - | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | - | - | - |
| 2003 | 2 | 3 | $0 | $0 | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | - | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | - | - | - |
| 2002 | 2 | 3 | $0 | $0 | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | - | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 3 | - | - | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 4 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| JEFFREY L. MARX, M.D., P.C. RETIREMENT TRUST | - | 3 | - | - | - |
| 1999 | 1 | 4 | $1,525,776 | $0 | - |
| Jeffrey L. Marx, M.D. PC. Pension Trust | - | 4 | $1,525,776 | - | - |