Civic Intelligence

Carl Marks Consulting Group LLC

Plan context: The Carl Marks Consulting Group LLC Retirement Trust

EIN 13-3973576 • New York, NY • 26 filings • 2 plans

900 Third Avenue, 33rd FloorNew York, NY 10022-4775
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$5,228,509

2024 Contributions

$183,000

Historical Graphs

Total Assets Over Time

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

$5,383,515$2,691,758$0199920122024YearValue
$5,228,509Latest year 2024

Participants Over Time

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

530199920122024YearValue
3Latest 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
202413$5,228,509$0-
The Carl Marks Consulting Group LLC Retirement Trust-3$5,228,509--
202313$4,922,011$0-
The Carl Marks Consulting Group LLC Retirement Trust-3$4,922,011--
202213$4,586,405$183,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$4,586,405$183,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
202113$5,383,515$174,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$5,383,515$174,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
202013$4,692,898$171,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$4,692,898$171,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
201913$3,854,580$168,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$3,854,580$168,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
201813$3,067,753$165,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$3,067,753$165,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
201713$3,188,167$162,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$3,188,167$162,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201613$2,633,116$159,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$2,633,116$159,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201513$2,279,433$159,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$2,279,433$159,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201413$2,548,295$156,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$2,548,295$156,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201314$3,019,174$184,106$46,027iApproximate average salary by contribution assumption: employee only about $1,150,663 at 4% or $767,108 at 6%; with 50% employer match about $767,108 at 4% or $511,406 at 6%; with 100% employer match about $575,331 at 4% or $383,554 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-4$3,019,174$184,106$46,027iApproximate average salary by contribution assumption: employee only about $1,150,663 at 4% or $767,108 at 6%; with 50% employer match about $767,108 at 4% or $511,406 at 6%; with 100% employer match about $575,331 at 4% or $383,554 at 6%.
201215$2,460,260$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-5$2,460,260$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
201114$2,187,277$392,000$98,000iApproximate average salary by contribution assumption: employee only about $2,450,000 at 4% or $1,633,333 at 6%; with 50% employer match about $1,633,333 at 4% or $1,088,889 at 6%; with 100% employer match about $1,225,000 at 4% or $816,667 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-4$2,187,277$392,000$98,000iApproximate average salary by contribution assumption: employee only about $2,450,000 at 4% or $1,633,333 at 6%; with 50% employer match about $1,633,333 at 4% or $1,088,889 at 6%; with 100% employer match about $1,225,000 at 4% or $816,667 at 6%.
201014$1,993,054$392,000$98,000iApproximate average salary by contribution assumption: employee only about $2,450,000 at 4% or $1,633,333 at 6%; with 50% employer match about $1,633,333 at 4% or $1,088,889 at 6%; with 100% employer match about $1,225,000 at 4% or $816,667 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-4$1,993,054$392,000$98,000iApproximate average salary by contribution assumption: employee only about $2,450,000 at 4% or $1,633,333 at 6%; with 50% employer match about $1,633,333 at 4% or $1,088,889 at 6%; with 100% employer match about $1,225,000 at 4% or $816,667 at 6%.
200915$2,054,889$392,000$78,400iApproximate average salary by contribution assumption: employee only about $1,960,000 at 4% or $1,306,667 at 6%; with 50% employer match about $1,306,667 at 4% or $871,111 at 6%; with 100% employer match about $980,000 at 4% or $653,333 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-5$2,054,889$392,000$78,400iApproximate average salary by contribution assumption: employee only about $1,960,000 at 4% or $1,306,667 at 6%; with 50% employer match about $1,306,667 at 4% or $871,111 at 6%; with 100% employer match about $980,000 at 4% or $653,333 at 6%.
200815$1,627,842$230,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-5$1,627,842$230,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
200714$0$0-
The Carl Marks Consulting Group LLC Retirement Trust-4---
200614$1,386,501$176,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-4$1,386,501$176,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200514$1,113,123$168,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-4$1,113,123$168,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200414$930,303$164,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-4$930,303$164,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200314$761,306$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-4$761,306$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200214$588,564$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-4$588,564$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200114$419,692$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-4$419,692$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200013$275,739$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$275,739$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
199913$182,801$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
The Carl Marks Consulting Group LLC Retirement Trust-3$182,801$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Carl Marks Consulting Group LLC | EIN 13-3973576 | 2024 Form 5500 Company Profile