Civic Intelligence

Marchese & Espey Certified Public Accountants PC.

Plan context: Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan

EIN 14-1756892 • Clifton Park, NY • 26 filings • 5 plans

2 Executive Park DriveClifton Park, NY 12065
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,994,389

2024 Contributions

$173,398

Historical Graphs

Total Assets Over Time

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

$4,994,389$2,497,195$0199920122024YearValue
$4,994,389Latest year 2024

Participants Over Time

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

420199920122024YearValue
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$4,994,389$173,398$43,350iApproximate average salary by contribution assumption: employee only about $1,083,738 at 4% or $722,492 at 6%; with 50% employer match about $722,492 at 4% or $481,661 at 6%; with 100% employer match about $541,869 at 4% or $361,246 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$4,994,389$173,398$43,350iApproximate average salary by contribution assumption: employee only about $1,083,738 at 4% or $722,492 at 6%; with 50% employer match about $722,492 at 4% or $481,661 at 6%; with 100% employer match about $541,869 at 4% or $361,246 at 6%.
202314$4,278,826$176,169$44,042iApproximate average salary by contribution assumption: employee only about $1,101,056 at 4% or $734,038 at 6%; with 50% employer match about $734,038 at 4% or $489,358 at 6%; with 100% employer match about $550,528 at 4% or $367,019 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$4,278,826$176,169$44,042iApproximate average salary by contribution assumption: employee only about $1,101,056 at 4% or $734,038 at 6%; with 50% employer match about $734,038 at 4% or $489,358 at 6%; with 100% employer match about $550,528 at 4% or $367,019 at 6%.
202213$3,548,501$149,534$49,845iApproximate average salary by contribution assumption: employee only about $1,246,117 at 4% or $830,744 at 6%; with 50% employer match about $830,744 at 4% or $553,830 at 6%; with 100% employer match about $623,058 at 4% or $415,372 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$3,548,501$149,534$49,845iApproximate average salary by contribution assumption: employee only about $1,246,117 at 4% or $830,744 at 6%; with 50% employer match about $830,744 at 4% or $553,830 at 6%; with 100% employer match about $623,058 at 4% or $415,372 at 6%.
202113$3,988,605$141,775$47,258iApproximate average salary by contribution assumption: employee only about $1,181,458 at 4% or $787,639 at 6%; with 50% employer match about $787,639 at 4% or $525,093 at 6%; with 100% employer match about $590,729 at 4% or $393,819 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$3,988,605$141,775$47,258iApproximate average salary by contribution assumption: employee only about $1,181,458 at 4% or $787,639 at 6%; with 50% employer match about $787,639 at 4% or $525,093 at 6%; with 100% employer match about $590,729 at 4% or $393,819 at 6%.
202013$3,499,832$141,171$47,057iApproximate average salary by contribution assumption: employee only about $1,176,425 at 4% or $784,283 at 6%; with 50% employer match about $784,283 at 4% or $522,856 at 6%; with 100% employer match about $588,213 at 4% or $392,142 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$3,499,832$141,171$47,057iApproximate average salary by contribution assumption: employee only about $1,176,425 at 4% or $784,283 at 6%; with 50% employer match about $784,283 at 4% or $522,856 at 6%; with 100% employer match about $588,213 at 4% or $392,142 at 6%.
201914$3,085,264$144,358$36,090iApproximate average salary by contribution assumption: employee only about $902,238 at 4% or $601,492 at 6%; with 50% employer match about $601,492 at 4% or $400,994 at 6%; with 100% employer match about $451,119 at 4% or $300,746 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$3,085,264$144,358$36,090iApproximate average salary by contribution assumption: employee only about $902,238 at 4% or $601,492 at 6%; with 50% employer match about $601,492 at 4% or $400,994 at 6%; with 100% employer match about $451,119 at 4% or $300,746 at 6%.
201814$2,498,231$146,236$36,559iApproximate average salary by contribution assumption: employee only about $913,975 at 4% or $609,317 at 6%; with 50% employer match about $609,317 at 4% or $406,211 at 6%; with 100% employer match about $456,988 at 4% or $304,658 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$2,498,231$146,236$36,559iApproximate average salary by contribution assumption: employee only about $913,975 at 4% or $609,317 at 6%; with 50% employer match about $609,317 at 4% or $406,211 at 6%; with 100% employer match about $456,988 at 4% or $304,658 at 6%.
201714$2,476,116$143,043$35,761iApproximate average salary by contribution assumption: employee only about $894,019 at 4% or $596,013 at 6%; with 50% employer match about $596,013 at 4% or $397,342 at 6%; with 100% employer match about $447,009 at 4% or $298,006 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$2,476,116$143,043$35,761iApproximate average salary by contribution assumption: employee only about $894,019 at 4% or $596,013 at 6%; with 50% employer match about $596,013 at 4% or $397,342 at 6%; with 100% employer match about $447,009 at 4% or $298,006 at 6%.
201614$2,093,413$137,818$34,455iApproximate average salary by contribution assumption: employee only about $861,363 at 4% or $574,242 at 6%; with 50% employer match about $574,242 at 4% or $382,828 at 6%; with 100% employer match about $430,681 at 4% or $287,121 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$2,093,413$137,818$34,455iApproximate average salary by contribution assumption: employee only about $861,363 at 4% or $574,242 at 6%; with 50% employer match about $574,242 at 4% or $382,828 at 6%; with 100% employer match about $430,681 at 4% or $287,121 at 6%.
201514$1,852,296$133,664$33,416iApproximate average salary by contribution assumption: employee only about $835,400 at 4% or $556,933 at 6%; with 50% employer match about $556,933 at 4% or $371,289 at 6%; with 100% employer match about $417,700 at 4% or $278,467 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$1,852,296$133,664$33,416iApproximate average salary by contribution assumption: employee only about $835,400 at 4% or $556,933 at 6%; with 50% employer match about $556,933 at 4% or $371,289 at 6%; with 100% employer match about $417,700 at 4% or $278,467 at 6%.
201414$1,747,563$132,445$33,111iApproximate average salary by contribution assumption: employee only about $827,781 at 4% or $551,854 at 6%; with 50% employer match about $551,854 at 4% or $367,903 at 6%; with 100% employer match about $413,891 at 4% or $275,927 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$1,747,563$132,445$33,111iApproximate average salary by contribution assumption: employee only about $827,781 at 4% or $551,854 at 6%; with 50% employer match about $551,854 at 4% or $367,903 at 6%; with 100% employer match about $413,891 at 4% or $275,927 at 6%.
201314$1,603,984$122,097$30,524iApproximate average salary by contribution assumption: employee only about $763,106 at 4% or $508,738 at 6%; with 50% employer match about $508,738 at 4% or $339,158 at 6%; with 100% employer match about $381,553 at 4% or $254,369 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$1,603,984$122,097$30,524iApproximate average salary by contribution assumption: employee only about $763,106 at 4% or $508,738 at 6%; with 50% employer match about $508,738 at 4% or $339,158 at 6%; with 100% employer match about $381,553 at 4% or $254,369 at 6%.
201214$1,463,138$113,195$28,299iApproximate average salary by contribution assumption: employee only about $707,469 at 4% or $471,646 at 6%; with 50% employer match about $471,646 at 4% or $314,431 at 6%; with 100% employer match about $353,734 at 4% or $235,823 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$1,463,138$113,195$28,299iApproximate average salary by contribution assumption: employee only about $707,469 at 4% or $471,646 at 6%; with 50% employer match about $471,646 at 4% or $314,431 at 6%; with 100% employer match about $353,734 at 4% or $235,823 at 6%.
201113$1,192,849$107,400$35,800iApproximate average salary by contribution assumption: employee only about $895,000 at 4% or $596,667 at 6%; with 50% employer match about $596,667 at 4% or $397,778 at 6%; with 100% employer match about $447,500 at 4% or $298,333 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$1,192,849$107,400$35,800iApproximate average salary by contribution assumption: employee only about $895,000 at 4% or $596,667 at 6%; with 50% employer match about $596,667 at 4% or $397,778 at 6%; with 100% employer match about $447,500 at 4% or $298,333 at 6%.
201014$1,161,652$107,220$26,805iApproximate average salary by contribution assumption: employee only about $670,125 at 4% or $446,750 at 6%; with 50% employer match about $446,750 at 4% or $297,833 at 6%; with 100% employer match about $335,063 at 4% or $223,375 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$1,161,652$107,220$26,805iApproximate average salary by contribution assumption: employee only about $670,125 at 4% or $446,750 at 6%; with 50% employer match about $446,750 at 4% or $297,833 at 6%; with 100% employer match about $335,063 at 4% or $223,375 at 6%.
200914$976,029$100,785$25,196iApproximate average salary by contribution assumption: employee only about $629,906 at 4% or $419,938 at 6%; with 50% employer match about $419,938 at 4% or $279,958 at 6%; with 100% employer match about $314,953 at 4% or $209,969 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$976,029$100,785$25,196iApproximate average salary by contribution assumption: employee only about $629,906 at 4% or $419,938 at 6%; with 50% employer match about $419,938 at 4% or $279,958 at 6%; with 100% employer match about $314,953 at 4% or $209,969 at 6%.
200814$743,317$99,115$24,779iApproximate average salary by contribution assumption: employee only about $619,469 at 4% or $412,979 at 6%; with 50% employer match about $412,979 at 4% or $275,319 at 6%; with 100% employer match about $309,734 at 4% or $206,490 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$743,317$99,115$24,779iApproximate average salary by contribution assumption: employee only about $619,469 at 4% or $412,979 at 6%; with 50% employer match about $412,979 at 4% or $275,319 at 6%; with 100% employer match about $309,734 at 4% or $206,490 at 6%.
200714$876,396$99,650$24,913iApproximate average salary by contribution assumption: employee only about $622,813 at 4% or $415,208 at 6%; with 50% employer match about $415,208 at 4% or $276,806 at 6%; with 100% employer match about $311,406 at 4% or $207,604 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$876,396$99,650$24,913iApproximate average salary by contribution assumption: employee only about $622,813 at 4% or $415,208 at 6%; with 50% employer match about $415,208 at 4% or $276,806 at 6%; with 100% employer match about $311,406 at 4% or $207,604 at 6%.
200614$713,508$85,850$21,463iApproximate average salary by contribution assumption: employee only about $536,563 at 4% or $357,708 at 6%; with 50% employer match about $357,708 at 4% or $238,472 at 6%; with 100% employer match about $268,281 at 4% or $178,854 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-4$713,508$85,850$21,463iApproximate average salary by contribution assumption: employee only about $536,563 at 4% or $357,708 at 6%; with 50% employer match about $357,708 at 4% or $238,472 at 6%; with 100% employer match about $268,281 at 4% or $178,854 at 6%.
200513$572,213$70,825$23,608iApproximate average salary by contribution assumption: employee only about $590,208 at 4% or $393,472 at 6%; with 50% employer match about $393,472 at 4% or $262,315 at 6%; with 100% employer match about $295,104 at 4% or $196,736 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$572,213$70,825$23,608iApproximate average salary by contribution assumption: employee only about $590,208 at 4% or $393,472 at 6%; with 50% employer match about $393,472 at 4% or $262,315 at 6%; with 100% employer match about $295,104 at 4% or $196,736 at 6%.
200413$482,791$65,550$21,850iApproximate average salary by contribution assumption: employee only about $546,250 at 4% or $364,167 at 6%; with 50% employer match about $364,167 at 4% or $242,778 at 6%; with 100% employer match about $273,125 at 4% or $182,083 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$482,791$65,550$21,850iApproximate average salary by contribution assumption: employee only about $546,250 at 4% or $364,167 at 6%; with 50% employer match about $364,167 at 4% or $242,778 at 6%; with 100% employer match about $273,125 at 4% or $182,083 at 6%.
200313$401,094$64,350$21,450iApproximate average salary by contribution assumption: employee only about $536,250 at 4% or $357,500 at 6%; with 50% employer match about $357,500 at 4% or $238,333 at 6%; with 100% employer match about $268,125 at 4% or $178,750 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$401,094$64,350$21,450iApproximate average salary by contribution assumption: employee only about $536,250 at 4% or $357,500 at 6%; with 50% employer match about $357,500 at 4% or $238,333 at 6%; with 100% employer match about $268,125 at 4% or $178,750 at 6%.
200213$290,908$48,875$16,292iApproximate average salary by contribution assumption: employee only about $407,292 at 4% or $271,528 at 6%; with 50% employer match about $271,528 at 4% or $181,019 at 6%; with 100% employer match about $203,646 at 4% or $135,764 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$290,908$48,875$16,292iApproximate average salary by contribution assumption: employee only about $407,292 at 4% or $271,528 at 6%; with 50% employer match about $271,528 at 4% or $181,019 at 6%; with 100% employer match about $203,646 at 4% or $135,764 at 6%.
200113$0$0-
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3---
200013$296,390$46,083$15,361iApproximate average salary by contribution assumption: employee only about $384,025 at 4% or $256,017 at 6%; with 50% employer match about $256,017 at 4% or $170,678 at 6%; with 100% employer match about $192,013 at 4% or $128,008 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$296,390$46,083$15,361iApproximate average salary by contribution assumption: employee only about $384,025 at 4% or $256,017 at 6%; with 50% employer match about $256,017 at 4% or $170,678 at 6%; with 100% employer match about $192,013 at 4% or $128,008 at 6%.
199913$288,591$36,561$12,187iApproximate average salary by contribution assumption: employee only about $304,675 at 4% or $203,117 at 6%; with 50% employer match about $203,117 at 4% or $135,411 at 6%; with 100% employer match about $152,338 at 4% or $101,558 at 6%.
Marchese & Espey Certified Public Accountants PC. Profit Sharing Plan-3$288,591$36,561$12,187iApproximate average salary by contribution assumption: employee only about $304,675 at 4% or $203,117 at 6%; with 50% employer match about $203,117 at 4% or $135,411 at 6%; with 100% employer match about $152,338 at 4% or $101,558 at 6%.