Civic Intelligence

Karl J Marchenese MD PC

Plan context: Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust

EIN 16-1233573 • Canandaigua, NY • 26 filings • 4 plans

325 West StreetCanandaigua, NY 14424
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$8,134,301

2024 Contributions

$417,715

Historical Graphs

Total Assets Over Time

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

$8,134,301$4,067,151$0199920122024YearValue
$8,134,301Latest year 2024

Participants Over Time

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

62310199920122024YearValue
62Latest 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
2024162$8,134,301$417,715$6,737iApproximate average salary by contribution assumption: employee only about $168,433 at 4% or $112,289 at 6%; with 50% employer match about $112,289 at 4% or $74,859 at 6%; with 100% employer match about $84,217 at 4% or $56,144 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-62$8,134,301$417,715$6,737iApproximate average salary by contribution assumption: employee only about $168,433 at 4% or $112,289 at 6%; with 50% employer match about $112,289 at 4% or $74,859 at 6%; with 100% employer match about $84,217 at 4% or $56,144 at 6%.
2023157$6,978,251$398,803$6,997iApproximate average salary by contribution assumption: employee only about $174,914 at 4% or $116,609 at 6%; with 50% employer match about $116,609 at 4% or $77,739 at 6%; with 100% employer match about $87,457 at 4% or $58,305 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-57$6,978,251$398,803$6,997iApproximate average salary by contribution assumption: employee only about $174,914 at 4% or $116,609 at 6%; with 50% employer match about $116,609 at 4% or $77,739 at 6%; with 100% employer match about $87,457 at 4% or $58,305 at 6%.
2022160$5,866,473$378,285$6,305iApproximate average salary by contribution assumption: employee only about $157,619 at 4% or $105,079 at 6%; with 50% employer match about $105,079 at 4% or $70,053 at 6%; with 100% employer match about $78,809 at 4% or $52,540 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-60$5,866,473$378,285$6,305iApproximate average salary by contribution assumption: employee only about $157,619 at 4% or $105,079 at 6%; with 50% employer match about $105,079 at 4% or $70,053 at 6%; with 100% employer match about $78,809 at 4% or $52,540 at 6%.
2021154$6,645,194$547,955$10,147iApproximate average salary by contribution assumption: employee only about $253,683 at 4% or $169,122 at 6%; with 50% employer match about $169,122 at 4% or $112,748 at 6%; with 100% employer match about $126,841 at 4% or $84,561 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-54$6,645,194$547,955$10,147iApproximate average salary by contribution assumption: employee only about $253,683 at 4% or $169,122 at 6%; with 50% employer match about $169,122 at 4% or $112,748 at 6%; with 100% employer match about $126,841 at 4% or $84,561 at 6%.
2020153$5,747,307$380,623$7,182iApproximate average salary by contribution assumption: employee only about $179,539 at 4% or $119,693 at 6%; with 50% employer match about $119,693 at 4% or $79,795 at 6%; with 100% employer match about $89,770 at 4% or $59,846 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-53$5,747,307$380,623$7,182iApproximate average salary by contribution assumption: employee only about $179,539 at 4% or $119,693 at 6%; with 50% employer match about $119,693 at 4% or $79,795 at 6%; with 100% employer match about $89,770 at 4% or $59,846 at 6%.
2019158$4,792,197$372,609$6,424iApproximate average salary by contribution assumption: employee only about $160,607 at 4% or $107,072 at 6%; with 50% employer match about $107,072 at 4% or $71,381 at 6%; with 100% employer match about $80,304 at 4% or $53,536 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-58$4,792,197$372,609$6,424iApproximate average salary by contribution assumption: employee only about $160,607 at 4% or $107,072 at 6%; with 50% employer match about $107,072 at 4% or $71,381 at 6%; with 100% employer match about $80,304 at 4% or $53,536 at 6%.
2018157$3,884,081$681,650$11,959iApproximate average salary by contribution assumption: employee only about $298,969 at 4% or $199,313 at 6%; with 50% employer match about $199,313 at 4% or $132,875 at 6%; with 100% employer match about $149,485 at 4% or $99,656 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-57$3,884,081$681,650$11,959iApproximate average salary by contribution assumption: employee only about $298,969 at 4% or $199,313 at 6%; with 50% employer match about $199,313 at 4% or $132,875 at 6%; with 100% employer match about $149,485 at 4% or $99,656 at 6%.
2017149$3,532,604$327,168$6,677iApproximate average salary by contribution assumption: employee only about $166,922 at 4% or $111,282 at 6%; with 50% employer match about $111,282 at 4% or $74,188 at 6%; with 100% employer match about $83,461 at 4% or $55,641 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-49$3,532,604$327,168$6,677iApproximate average salary by contribution assumption: employee only about $166,922 at 4% or $111,282 at 6%; with 50% employer match about $111,282 at 4% or $74,188 at 6%; with 100% employer match about $83,461 at 4% or $55,641 at 6%.
2016147$2,897,169$239,658$5,099iApproximate average salary by contribution assumption: employee only about $127,478 at 4% or $84,985 at 6%; with 50% employer match about $84,985 at 4% or $56,657 at 6%; with 100% employer match about $63,739 at 4% or $42,493 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-47$2,897,169$239,658$5,099iApproximate average salary by contribution assumption: employee only about $127,478 at 4% or $84,985 at 6%; with 50% employer match about $84,985 at 4% or $56,657 at 6%; with 100% employer match about $63,739 at 4% or $42,493 at 6%.
2015148$2,604,319$229,301$4,777iApproximate average salary by contribution assumption: employee only about $119,428 at 4% or $79,618 at 6%; with 50% employer match about $79,618 at 4% or $53,079 at 6%; with 100% employer match about $59,714 at 4% or $39,809 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-48$2,604,319$229,301$4,777iApproximate average salary by contribution assumption: employee only about $119,428 at 4% or $79,618 at 6%; with 50% employer match about $79,618 at 4% or $53,079 at 6%; with 100% employer match about $59,714 at 4% or $39,809 at 6%.
2014148$2,583,390$227,292$4,735iApproximate average salary by contribution assumption: employee only about $118,381 at 4% or $78,921 at 6%; with 50% employer match about $78,921 at 4% or $52,614 at 6%; with 100% employer match about $59,191 at 4% or $39,460 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-48$2,583,390$227,292$4,735iApproximate average salary by contribution assumption: employee only about $118,381 at 4% or $78,921 at 6%; with 50% employer match about $78,921 at 4% or $52,614 at 6%; with 100% employer match about $59,191 at 4% or $39,460 at 6%.
2013150$2,489,254$338,540$6,771iApproximate average salary by contribution assumption: employee only about $169,270 at 4% or $112,847 at 6%; with 50% employer match about $112,847 at 4% or $75,231 at 6%; with 100% employer match about $84,635 at 4% or $56,423 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-50$2,489,254$338,540$6,771iApproximate average salary by contribution assumption: employee only about $169,270 at 4% or $112,847 at 6%; with 50% employer match about $112,847 at 4% or $75,231 at 6%; with 100% employer match about $84,635 at 4% or $56,423 at 6%.
2012147$1,921,289$215,716$4,590iApproximate average salary by contribution assumption: employee only about $114,743 at 4% or $76,495 at 6%; with 50% employer match about $76,495 at 4% or $50,997 at 6%; with 100% employer match about $57,371 at 4% or $38,248 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-47$1,921,289$215,716$4,590iApproximate average salary by contribution assumption: employee only about $114,743 at 4% or $76,495 at 6%; with 50% employer match about $76,495 at 4% or $50,997 at 6%; with 100% employer match about $57,371 at 4% or $38,248 at 6%.
2011149$1,538,346$222,744$4,546iApproximate average salary by contribution assumption: employee only about $113,645 at 4% or $75,763 at 6%; with 50% employer match about $75,763 at 4% or $50,509 at 6%; with 100% employer match about $56,822 at 4% or $37,882 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-49$1,538,346$222,744$4,546iApproximate average salary by contribution assumption: employee only about $113,645 at 4% or $75,763 at 6%; with 50% employer match about $75,763 at 4% or $50,509 at 6%; with 100% employer match about $56,822 at 4% or $37,882 at 6%.
2010152$1,369,357$231,998$4,462iApproximate average salary by contribution assumption: employee only about $111,538 at 4% or $74,358 at 6%; with 50% employer match about $74,358 at 4% or $49,572 at 6%; with 100% employer match about $55,769 at 4% or $37,179 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-52$1,369,357$231,998$4,462iApproximate average salary by contribution assumption: employee only about $111,538 at 4% or $74,358 at 6%; with 50% employer match about $74,358 at 4% or $49,572 at 6%; with 100% employer match about $55,769 at 4% or $37,179 at 6%.
2009152$1,486,193$199,096$3,829iApproximate average salary by contribution assumption: employee only about $95,719 at 4% or $63,813 at 6%; with 50% employer match about $63,813 at 4% or $42,542 at 6%; with 100% employer match about $47,860 at 4% or $31,906 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-52$1,486,193$199,096$3,829iApproximate average salary by contribution assumption: employee only about $95,719 at 4% or $63,813 at 6%; with 50% employer match about $63,813 at 4% or $42,542 at 6%; with 100% employer match about $47,860 at 4% or $31,906 at 6%.
2008151$992,510$175,691$3,445iApproximate average salary by contribution assumption: employee only about $86,123 at 4% or $57,415 at 6%; with 50% employer match about $57,415 at 4% or $38,277 at 6%; with 100% employer match about $43,062 at 4% or $28,708 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-51$992,510$175,691$3,445iApproximate average salary by contribution assumption: employee only about $86,123 at 4% or $57,415 at 6%; with 50% employer match about $57,415 at 4% or $38,277 at 6%; with 100% employer match about $43,062 at 4% or $28,708 at 6%.
2007148$1,286,549$192,740$4,015iApproximate average salary by contribution assumption: employee only about $100,385 at 4% or $66,924 at 6%; with 50% employer match about $66,924 at 4% or $44,616 at 6%; with 100% employer match about $50,193 at 4% or $33,462 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-48$1,286,549$192,740$4,015iApproximate average salary by contribution assumption: employee only about $100,385 at 4% or $66,924 at 6%; with 50% employer match about $66,924 at 4% or $44,616 at 6%; with 100% employer match about $50,193 at 4% or $33,462 at 6%.
2006149$1,050,346$145,893$2,977iApproximate average salary by contribution assumption: employee only about $74,435 at 4% or $49,623 at 6%; with 50% employer match about $49,623 at 4% or $33,082 at 6%; with 100% employer match about $37,218 at 4% or $24,812 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-49$1,050,346$145,893$2,977iApproximate average salary by contribution assumption: employee only about $74,435 at 4% or $49,623 at 6%; with 50% employer match about $49,623 at 4% or $33,082 at 6%; with 100% employer match about $37,218 at 4% or $24,812 at 6%.
2005144$850,184$131,263$2,983iApproximate average salary by contribution assumption: employee only about $74,581 at 4% or $49,721 at 6%; with 50% employer match about $49,721 at 4% or $33,147 at 6%; with 100% employer match about $37,291 at 4% or $24,860 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-44$850,184$131,263$2,983iApproximate average salary by contribution assumption: employee only about $74,581 at 4% or $49,721 at 6%; with 50% employer match about $49,721 at 4% or $33,147 at 6%; with 100% employer match about $37,291 at 4% or $24,860 at 6%.
2004144$737,859$134,945$3,067iApproximate average salary by contribution assumption: employee only about $76,673 at 4% or $51,116 at 6%; with 50% employer match about $51,116 at 4% or $34,077 at 6%; with 100% employer match about $38,337 at 4% or $25,558 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-44$737,859$134,945$3,067iApproximate average salary by contribution assumption: employee only about $76,673 at 4% or $51,116 at 6%; with 50% employer match about $51,116 at 4% or $34,077 at 6%; with 100% employer match about $38,337 at 4% or $25,558 at 6%.
2003145$558,876$152,792$3,395iApproximate average salary by contribution assumption: employee only about $84,884 at 4% or $56,590 at 6%; with 50% employer match about $56,590 at 4% or $37,726 at 6%; with 100% employer match about $42,442 at 4% or $28,295 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-45$558,876$152,792$3,395iApproximate average salary by contribution assumption: employee only about $84,884 at 4% or $56,590 at 6%; with 50% employer match about $56,590 at 4% or $37,726 at 6%; with 100% employer match about $42,442 at 4% or $28,295 at 6%.
2002136$320,595$111,641$3,101iApproximate average salary by contribution assumption: employee only about $77,528 at 4% or $51,686 at 6%; with 50% employer match about $51,686 at 4% or $34,457 at 6%; with 100% employer match about $38,764 at 4% or $25,843 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-36$320,595$111,641$3,101iApproximate average salary by contribution assumption: employee only about $77,528 at 4% or $51,686 at 6%; with 50% employer match about $51,686 at 4% or $34,457 at 6%; with 100% employer match about $38,764 at 4% or $25,843 at 6%.
2001137$321,790$111,523$3,014iApproximate average salary by contribution assumption: employee only about $75,353 at 4% or $50,236 at 6%; with 50% employer match about $50,236 at 4% or $33,490 at 6%; with 100% employer match about $37,677 at 4% or $25,118 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-37$321,790$111,523$3,014iApproximate average salary by contribution assumption: employee only about $75,353 at 4% or $50,236 at 6%; with 50% employer match about $50,236 at 4% or $33,490 at 6%; with 100% employer match about $37,677 at 4% or $25,118 at 6%.
2000138$270,722$95,126$2,503iApproximate average salary by contribution assumption: employee only about $62,583 at 4% or $41,722 at 6%; with 50% employer match about $41,722 at 4% or $27,815 at 6%; with 100% employer match about $31,291 at 4% or $20,861 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-38$270,722$95,126$2,503iApproximate average salary by contribution assumption: employee only about $62,583 at 4% or $41,722 at 6%; with 50% employer match about $41,722 at 4% or $27,815 at 6%; with 100% employer match about $31,291 at 4% or $20,861 at 6%.
1999137$288,421$84,515$2,284iApproximate average salary by contribution assumption: employee only about $57,105 at 4% or $38,070 at 6%; with 50% employer match about $38,070 at 4% or $25,380 at 6%; with 100% employer match about $28,552 at 4% or $19,035 at 6%.
Karl J Marchenese MD PC 401K Profit Sharing Plan & Trust-37$288,421$84,515$2,284iApproximate average salary by contribution assumption: employee only about $57,105 at 4% or $38,070 at 6%; with 50% employer match about $38,070 at 4% or $25,380 at 6%; with 100% employer match about $28,552 at 4% or $19,035 at 6%.