Civic Intelligence

Marcus Schloss & Co. Inc.

Plan context: Marcus Schloss & Co. Inc. 401K Retirement Plan

EIN 13-5676531 • New York, NY • 26 filings • 10 plans

350 Fifth AveSuite 6730New York, NY 10118
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$8,892,428

2024 Contributions

$33,125

Historical Graphs

Total Assets Over Time

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

$11,637,831$5,818,916$0199920122024YearValue
$8,892,428Latest year 2024

Participants Over Time

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

1260199920122024YearValue
4Latest 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
202414$8,892,428$33,125$8,281iApproximate average salary by contribution assumption: employee only about $207,031 at 4% or $138,021 at 6%; with 50% employer match about $138,021 at 4% or $92,014 at 6%; with 100% employer match about $103,516 at 4% or $69,010 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-4$8,892,428$33,125$8,281iApproximate average salary by contribution assumption: employee only about $207,031 at 4% or $138,021 at 6%; with 50% employer match about $138,021 at 4% or $92,014 at 6%; with 100% employer match about $103,516 at 4% or $69,010 at 6%.
202314$11,637,831$257,113$64,278iApproximate average salary by contribution assumption: employee only about $1,606,956 at 4% or $1,071,304 at 6%; with 50% employer match about $1,071,304 at 4% or $714,203 at 6%; with 100% employer match about $803,478 at 4% or $535,652 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-4$11,637,831$257,113$64,278iApproximate average salary by contribution assumption: employee only about $1,606,956 at 4% or $1,071,304 at 6%; with 50% employer match about $1,071,304 at 4% or $714,203 at 6%; with 100% employer match about $803,478 at 4% or $535,652 at 6%.
202218$9,922,717$209,291$26,161iApproximate average salary by contribution assumption: employee only about $654,034 at 4% or $436,023 at 6%; with 50% employer match about $436,023 at 4% or $290,682 at 6%; with 100% employer match about $327,017 at 4% or $218,011 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-8$9,922,717$209,291$26,161iApproximate average salary by contribution assumption: employee only about $654,034 at 4% or $436,023 at 6%; with 50% employer match about $436,023 at 4% or $290,682 at 6%; with 100% employer match about $327,017 at 4% or $218,011 at 6%.
202118$10,837,644$226,593$28,324iApproximate average salary by contribution assumption: employee only about $708,103 at 4% or $472,069 at 6%; with 50% employer match about $472,069 at 4% or $314,713 at 6%; with 100% employer match about $354,052 at 4% or $236,034 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-8$10,837,644$226,593$28,324iApproximate average salary by contribution assumption: employee only about $708,103 at 4% or $472,069 at 6%; with 50% employer match about $472,069 at 4% or $314,713 at 6%; with 100% employer match about $354,052 at 4% or $236,034 at 6%.
202018$9,439,341$175,633$21,954iApproximate average salary by contribution assumption: employee only about $548,853 at 4% or $365,902 at 6%; with 50% employer match about $365,902 at 4% or $243,935 at 6%; with 100% employer match about $274,427 at 4% or $182,951 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-8$9,439,341$175,633$21,954iApproximate average salary by contribution assumption: employee only about $548,853 at 4% or $365,902 at 6%; with 50% employer match about $365,902 at 4% or $243,935 at 6%; with 100% employer match about $274,427 at 4% or $182,951 at 6%.
201919$8,510,837$225,722$25,080iApproximate average salary by contribution assumption: employee only about $627,006 at 4% or $418,004 at 6%; with 50% employer match about $418,004 at 4% or $278,669 at 6%; with 100% employer match about $313,503 at 4% or $209,002 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-9$8,510,837$225,722$25,080iApproximate average salary by contribution assumption: employee only about $627,006 at 4% or $418,004 at 6%; with 50% employer match about $418,004 at 4% or $278,669 at 6%; with 100% employer match about $313,503 at 4% or $209,002 at 6%.
201819$7,078,882$172,813$19,201iApproximate average salary by contribution assumption: employee only about $480,036 at 4% or $320,024 at 6%; with 50% employer match about $320,024 at 4% or $213,349 at 6%; with 100% employer match about $240,018 at 4% or $160,012 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-9$7,078,882$172,813$19,201iApproximate average salary by contribution assumption: employee only about $480,036 at 4% or $320,024 at 6%; with 50% employer match about $320,024 at 4% or $213,349 at 6%; with 100% employer match about $240,018 at 4% or $160,012 at 6%.
201718$7,028,211$190,396$23,800iApproximate average salary by contribution assumption: employee only about $594,988 at 4% or $396,658 at 6%; with 50% employer match about $396,658 at 4% or $264,439 at 6%; with 100% employer match about $297,494 at 4% or $198,329 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-8$7,028,211$190,396$23,800iApproximate average salary by contribution assumption: employee only about $594,988 at 4% or $396,658 at 6%; with 50% employer match about $396,658 at 4% or $264,439 at 6%; with 100% employer match about $297,494 at 4% or $198,329 at 6%.
201618$6,062,636$167,976$20,997iApproximate average salary by contribution assumption: employee only about $524,925 at 4% or $349,950 at 6%; with 50% employer match about $349,950 at 4% or $233,300 at 6%; with 100% employer match about $262,463 at 4% or $174,975 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-8$6,062,636$167,976$20,997iApproximate average salary by contribution assumption: employee only about $524,925 at 4% or $349,950 at 6%; with 50% employer match about $349,950 at 4% or $233,300 at 6%; with 100% employer match about $262,463 at 4% or $174,975 at 6%.
201519$5,590,582$134,231$14,915iApproximate average salary by contribution assumption: employee only about $372,864 at 4% or $248,576 at 6%; with 50% employer match about $248,576 at 4% or $165,717 at 6%; with 100% employer match about $186,432 at 4% or $124,288 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-9$5,590,582$134,231$14,915iApproximate average salary by contribution assumption: employee only about $372,864 at 4% or $248,576 at 6%; with 50% employer match about $248,576 at 4% or $165,717 at 6%; with 100% employer match about $186,432 at 4% or $124,288 at 6%.
201418$5,353,672$256,929$32,116iApproximate average salary by contribution assumption: employee only about $802,903 at 4% or $535,269 at 6%; with 50% employer match about $535,269 at 4% or $356,846 at 6%; with 100% employer match about $401,452 at 4% or $267,634 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-8$5,353,672$256,929$32,116iApproximate average salary by contribution assumption: employee only about $802,903 at 4% or $535,269 at 6%; with 50% employer match about $535,269 at 4% or $356,846 at 6%; with 100% employer match about $401,452 at 4% or $267,634 at 6%.
201319$4,840,804$127,468$14,163iApproximate average salary by contribution assumption: employee only about $354,078 at 4% or $236,052 at 6%; with 50% employer match about $236,052 at 4% or $157,368 at 6%; with 100% employer match about $177,039 at 4% or $118,026 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-9$4,840,804$127,468$14,163iApproximate average salary by contribution assumption: employee only about $354,078 at 4% or $236,052 at 6%; with 50% employer match about $236,052 at 4% or $157,368 at 6%; with 100% employer match about $177,039 at 4% or $118,026 at 6%.
2012110$4,328,288$224,470$22,447iApproximate average salary by contribution assumption: employee only about $561,175 at 4% or $374,117 at 6%; with 50% employer match about $374,117 at 4% or $249,411 at 6%; with 100% employer match about $280,588 at 4% or $187,058 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-10$4,328,288$224,470$22,447iApproximate average salary by contribution assumption: employee only about $561,175 at 4% or $374,117 at 6%; with 50% employer match about $374,117 at 4% or $249,411 at 6%; with 100% employer match about $280,588 at 4% or $187,058 at 6%.
2011112$3,988,671$186,055$15,505iApproximate average salary by contribution assumption: employee only about $387,615 at 4% or $258,410 at 6%; with 50% employer match about $258,410 at 4% or $172,273 at 6%; with 100% employer match about $193,807 at 4% or $129,205 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-12$3,988,671$186,055$15,505iApproximate average salary by contribution assumption: employee only about $387,615 at 4% or $258,410 at 6%; with 50% employer match about $258,410 at 4% or $172,273 at 6%; with 100% employer match about $193,807 at 4% or $129,205 at 6%.
2010112$3,803,140$177,647$14,804iApproximate average salary by contribution assumption: employee only about $370,098 at 4% or $246,732 at 6%; with 50% employer match about $246,732 at 4% or $164,488 at 6%; with 100% employer match about $185,049 at 4% or $123,366 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-12$3,803,140$177,647$14,804iApproximate average salary by contribution assumption: employee only about $370,098 at 4% or $246,732 at 6%; with 50% employer match about $246,732 at 4% or $164,488 at 6%; with 100% employer match about $185,049 at 4% or $123,366 at 6%.
2009111$3,445,663$188,160$17,105iApproximate average salary by contribution assumption: employee only about $427,636 at 4% or $285,091 at 6%; with 50% employer match about $285,091 at 4% or $190,061 at 6%; with 100% employer match about $213,818 at 4% or $142,545 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-11$3,445,663$188,160$17,105iApproximate average salary by contribution assumption: employee only about $427,636 at 4% or $285,091 at 6%; with 50% employer match about $285,091 at 4% or $190,061 at 6%; with 100% employer match about $213,818 at 4% or $142,545 at 6%.
200819$3,086,941$156,114$17,346iApproximate average salary by contribution assumption: employee only about $433,650 at 4% or $289,100 at 6%; with 50% employer match about $289,100 at 4% or $192,733 at 6%; with 100% employer match about $216,825 at 4% or $144,550 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-9$3,086,941$156,114$17,346iApproximate average salary by contribution assumption: employee only about $433,650 at 4% or $289,100 at 6%; with 50% employer match about $289,100 at 4% or $192,733 at 6%; with 100% employer match about $216,825 at 4% or $144,550 at 6%.
2007111$4,375,127$254,594$23,145iApproximate average salary by contribution assumption: employee only about $578,623 at 4% or $385,748 at 6%; with 50% employer match about $385,748 at 4% or $257,166 at 6%; with 100% employer match about $289,311 at 4% or $192,874 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-11$4,375,127$254,594$23,145iApproximate average salary by contribution assumption: employee only about $578,623 at 4% or $385,748 at 6%; with 50% employer match about $385,748 at 4% or $257,166 at 6%; with 100% employer match about $289,311 at 4% or $192,874 at 6%.
2006111$4,099,950$210,791$19,163iApproximate average salary by contribution assumption: employee only about $479,070 at 4% or $319,380 at 6%; with 50% employer match about $319,380 at 4% or $212,920 at 6%; with 100% employer match about $239,535 at 4% or $159,690 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-11$4,099,950$210,791$19,163iApproximate average salary by contribution assumption: employee only about $479,070 at 4% or $319,380 at 6%; with 50% employer match about $319,380 at 4% or $212,920 at 6%; with 100% employer match about $239,535 at 4% or $159,690 at 6%.
2005112$3,497,722$151,608$12,634iApproximate average salary by contribution assumption: employee only about $315,850 at 4% or $210,567 at 6%; with 50% employer match about $210,567 at 4% or $140,378 at 6%; with 100% employer match about $157,925 at 4% or $105,283 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-12$3,497,722$151,608$12,634iApproximate average salary by contribution assumption: employee only about $315,850 at 4% or $210,567 at 6%; with 50% employer match about $210,567 at 4% or $140,378 at 6%; with 100% employer match about $157,925 at 4% or $105,283 at 6%.
2004112$3,273,573$144,478$12,040iApproximate average salary by contribution assumption: employee only about $300,996 at 4% or $200,664 at 6%; with 50% employer match about $200,664 at 4% or $133,776 at 6%; with 100% employer match about $150,498 at 4% or $100,332 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-12$3,273,573$144,478$12,040iApproximate average salary by contribution assumption: employee only about $300,996 at 4% or $200,664 at 6%; with 50% employer match about $200,664 at 4% or $133,776 at 6%; with 100% employer match about $150,498 at 4% or $100,332 at 6%.
2003111$2,964,043$197,420$17,947iApproximate average salary by contribution assumption: employee only about $448,682 at 4% or $299,121 at 6%; with 50% employer match about $299,121 at 4% or $199,414 at 6%; with 100% employer match about $224,341 at 4% or $149,561 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-11$2,964,043$197,420$17,947iApproximate average salary by contribution assumption: employee only about $448,682 at 4% or $299,121 at 6%; with 50% employer match about $299,121 at 4% or $199,414 at 6%; with 100% employer match about $224,341 at 4% or $149,561 at 6%.
2002110$2,390,409$154,130$15,413iApproximate average salary by contribution assumption: employee only about $385,325 at 4% or $256,883 at 6%; with 50% employer match about $256,883 at 4% or $171,256 at 6%; with 100% employer match about $192,663 at 4% or $128,442 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-10$2,390,409$154,130$15,413iApproximate average salary by contribution assumption: employee only about $385,325 at 4% or $256,883 at 6%; with 50% employer match about $256,883 at 4% or $171,256 at 6%; with 100% employer match about $192,663 at 4% or $128,442 at 6%.
200119$2,659,778$178,130$19,792iApproximate average salary by contribution assumption: employee only about $494,806 at 4% or $329,870 at 6%; with 50% employer match about $329,870 at 4% or $219,914 at 6%; with 100% employer match about $247,403 at 4% or $164,935 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-9$2,659,778$178,130$19,792iApproximate average salary by contribution assumption: employee only about $494,806 at 4% or $329,870 at 6%; with 50% employer match about $329,870 at 4% or $219,914 at 6%; with 100% employer match about $247,403 at 4% or $164,935 at 6%.
2000110$2,935,553$205,121$20,512iApproximate average salary by contribution assumption: employee only about $512,802 at 4% or $341,868 at 6%; with 50% employer match about $341,868 at 4% or $227,912 at 6%; with 100% employer match about $256,401 at 4% or $170,934 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-10$2,935,553$205,121$20,512iApproximate average salary by contribution assumption: employee only about $512,802 at 4% or $341,868 at 6%; with 50% employer match about $341,868 at 4% or $227,912 at 6%; with 100% employer match about $256,401 at 4% or $170,934 at 6%.
1999111$2,843,530$193,078$17,553iApproximate average salary by contribution assumption: employee only about $438,814 at 4% or $292,542 at 6%; with 50% employer match about $292,542 at 4% or $195,028 at 6%; with 100% employer match about $219,407 at 4% or $146,271 at 6%.
Marcus Schloss & Co. Inc. 401K Retirement Plan-11$2,843,530$193,078$17,553iApproximate average salary by contribution assumption: employee only about $438,814 at 4% or $292,542 at 6%; with 50% employer match about $292,542 at 4% or $195,028 at 6%; with 100% employer match about $219,407 at 4% or $146,271 at 6%.
Marcus Schloss & Co. Inc. | EIN 13-5676531 | 2024 Form 5500 Company Profile