Civic Intelligence

Robert S. Marchese, Dds

Plan context: Robert S. Marchese, Dds 401(K) Profit Sharing Plan

EIN 16-1410299 • Batavia, NY • 32 filings • 5 plans

214 East Main Street, Suite 1Batavia, NY 14020
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,751,389

2024 Contributions

$148,627

Historical Graphs

Total Assets Over Time

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

$2,751,389$1,375,695$0199920122023YearValue
$2,751,389Latest year 2023

Participants Over Time

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

1050199920112023YearValue
7Latest year 2023

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
202410$0$0-
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-0$0$0-
202317$2,751,389$148,627$21,232iApproximate average salary by contribution assumption: employee only about $530,811 at 4% or $353,874 at 6%; with 50% employer match about $353,874 at 4% or $235,916 at 6%; with 100% employer match about $265,405 at 4% or $176,937 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-7$2,751,389$148,627$21,232iApproximate average salary by contribution assumption: employee only about $530,811 at 4% or $353,874 at 6%; with 50% employer match about $353,874 at 4% or $235,916 at 6%; with 100% employer match about $265,405 at 4% or $176,937 at 6%.
202217$2,233,283$135,912$19,416iApproximate average salary by contribution assumption: employee only about $485,400 at 4% or $323,600 at 6%; with 50% employer match about $323,600 at 4% or $215,733 at 6%; with 100% employer match about $242,700 at 4% or $161,800 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-7$2,233,283$135,912$19,416iApproximate average salary by contribution assumption: employee only about $485,400 at 4% or $323,600 at 6%; with 50% employer match about $323,600 at 4% or $215,733 at 6%; with 100% employer match about $242,700 at 4% or $161,800 at 6%.
202116$2,440,036$124,237$20,706iApproximate average salary by contribution assumption: employee only about $517,654 at 4% or $345,103 at 6%; with 50% employer match about $345,103 at 4% or $230,069 at 6%; with 100% employer match about $258,827 at 4% or $172,551 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-6$2,440,036$124,237$20,706iApproximate average salary by contribution assumption: employee only about $517,654 at 4% or $345,103 at 6%; with 50% employer match about $345,103 at 4% or $230,069 at 6%; with 100% employer match about $258,827 at 4% or $172,551 at 6%.
202016$2,258,462$114,156$19,026iApproximate average salary by contribution assumption: employee only about $475,650 at 4% or $317,100 at 6%; with 50% employer match about $317,100 at 4% or $211,400 at 6%; with 100% employer match about $237,825 at 4% or $158,550 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-6$2,258,462$114,156$19,026iApproximate average salary by contribution assumption: employee only about $475,650 at 4% or $317,100 at 6%; with 50% employer match about $317,100 at 4% or $211,400 at 6%; with 100% employer match about $237,825 at 4% or $158,550 at 6%.
201917$2,302,887$108,459$15,494iApproximate average salary by contribution assumption: employee only about $387,354 at 4% or $258,236 at 6%; with 50% employer match about $258,236 at 4% or $172,157 at 6%; with 100% employer match about $193,677 at 4% or $129,118 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-7$2,302,887$108,459$15,494iApproximate average salary by contribution assumption: employee only about $387,354 at 4% or $258,236 at 6%; with 50% employer match about $258,236 at 4% or $172,157 at 6%; with 100% employer match about $193,677 at 4% or $129,118 at 6%.
201817$1,939,677$84,596$12,085iApproximate average salary by contribution assumption: employee only about $302,129 at 4% or $201,419 at 6%; with 50% employer match about $201,419 at 4% or $134,279 at 6%; with 100% employer match about $151,064 at 4% or $100,710 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-7$1,939,677$84,596$12,085iApproximate average salary by contribution assumption: employee only about $302,129 at 4% or $201,419 at 6%; with 50% employer match about $201,419 at 4% or $134,279 at 6%; with 100% employer match about $151,064 at 4% or $100,710 at 6%.
201718$2,061,176$77,489$9,686iApproximate average salary by contribution assumption: employee only about $242,153 at 4% or $161,435 at 6%; with 50% employer match about $161,435 at 4% or $107,624 at 6%; with 100% employer match about $121,077 at 4% or $80,718 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-8$2,061,176$77,489$9,686iApproximate average salary by contribution assumption: employee only about $242,153 at 4% or $161,435 at 6%; with 50% employer match about $161,435 at 4% or $107,624 at 6%; with 100% employer match about $121,077 at 4% or $80,718 at 6%.
201617$1,743,341$76,975$10,996iApproximate average salary by contribution assumption: employee only about $274,911 at 4% or $183,274 at 6%; with 50% employer match about $183,274 at 4% or $122,183 at 6%; with 100% employer match about $137,455 at 4% or $91,637 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-7$1,743,341$76,975$10,996iApproximate average salary by contribution assumption: employee only about $274,911 at 4% or $183,274 at 6%; with 50% employer match about $183,274 at 4% or $122,183 at 6%; with 100% employer match about $137,455 at 4% or $91,637 at 6%.
201518$1,510,532$76,867$9,608iApproximate average salary by contribution assumption: employee only about $240,209 at 4% or $160,140 at 6%; with 50% employer match about $160,140 at 4% or $106,760 at 6%; with 100% employer match about $120,105 at 4% or $80,070 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-8$1,510,532$76,867$9,608iApproximate average salary by contribution assumption: employee only about $240,209 at 4% or $160,140 at 6%; with 50% employer match about $160,140 at 4% or $106,760 at 6%; with 100% employer match about $120,105 at 4% or $80,070 at 6%.
2014110$1,527,003$69,606$6,961iApproximate average salary by contribution assumption: employee only about $174,015 at 4% or $116,010 at 6%; with 50% employer match about $116,010 at 4% or $77,340 at 6%; with 100% employer match about $87,008 at 4% or $58,005 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-10$1,527,003$69,606$6,961iApproximate average salary by contribution assumption: employee only about $174,015 at 4% or $116,010 at 6%; with 50% employer match about $116,010 at 4% or $77,340 at 6%; with 100% employer match about $87,008 at 4% or $58,005 at 6%.
2013110$1,430,776$68,601$6,860iApproximate average salary by contribution assumption: employee only about $171,503 at 4% or $114,335 at 6%; with 50% employer match about $114,335 at 4% or $76,223 at 6%; with 100% employer match about $85,751 at 4% or $57,168 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-10$1,430,776$68,601$6,860iApproximate average salary by contribution assumption: employee only about $171,503 at 4% or $114,335 at 6%; with 50% employer match about $114,335 at 4% or $76,223 at 6%; with 100% employer match about $85,751 at 4% or $57,168 at 6%.
2012110$1,131,027$67,203$6,720iApproximate average salary by contribution assumption: employee only about $168,008 at 4% or $112,005 at 6%; with 50% employer match about $112,005 at 4% or $74,670 at 6%; with 100% employer match about $84,004 at 4% or $56,003 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-10$1,131,027$67,203$6,720iApproximate average salary by contribution assumption: employee only about $168,008 at 4% or $112,005 at 6%; with 50% employer match about $112,005 at 4% or $74,670 at 6%; with 100% employer match about $84,004 at 4% or $56,003 at 6%.
2011110$953,850$71,743$7,174iApproximate average salary by contribution assumption: employee only about $179,358 at 4% or $119,572 at 6%; with 50% employer match about $119,572 at 4% or $79,714 at 6%; with 100% employer match about $89,679 at 4% or $59,786 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-10$953,850$71,743$7,174iApproximate average salary by contribution assumption: employee only about $179,358 at 4% or $119,572 at 6%; with 50% employer match about $119,572 at 4% or $79,714 at 6%; with 100% employer match about $89,679 at 4% or $59,786 at 6%.
2010110$930,718$76,810$7,681iApproximate average salary by contribution assumption: employee only about $192,025 at 4% or $128,017 at 6%; with 50% employer match about $128,017 at 4% or $85,344 at 6%; with 100% employer match about $96,013 at 4% or $64,008 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-10$930,718$76,810$7,681iApproximate average salary by contribution assumption: employee only about $192,025 at 4% or $128,017 at 6%; with 50% employer match about $128,017 at 4% or $85,344 at 6%; with 100% employer match about $96,013 at 4% or $64,008 at 6%.
2009110$736,062$0-
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-10$736,062$0-
200816$627,943$68,093$11,349iApproximate average salary by contribution assumption: employee only about $283,721 at 4% or $189,147 at 6%; with 50% employer match about $189,147 at 4% or $126,098 at 6%; with 100% employer match about $141,860 at 4% or $94,574 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-6$627,943$68,093$11,349iApproximate average salary by contribution assumption: employee only about $283,721 at 4% or $189,147 at 6%; with 50% employer match about $189,147 at 4% or $126,098 at 6%; with 100% employer match about $141,860 at 4% or $94,574 at 6%.
200716$0$0-
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-6---
200616$613,915$76,182$12,697iApproximate average salary by contribution assumption: employee only about $317,425 at 4% or $211,617 at 6%; with 50% employer match about $211,617 at 4% or $141,078 at 6%; with 100% employer match about $158,713 at 4% or $105,808 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-6$613,915$76,182$12,697iApproximate average salary by contribution assumption: employee only about $317,425 at 4% or $211,617 at 6%; with 50% employer match about $211,617 at 4% or $141,078 at 6%; with 100% employer match about $158,713 at 4% or $105,808 at 6%.
200518$484,133$55,289$6,911iApproximate average salary by contribution assumption: employee only about $172,778 at 4% or $115,185 at 6%; with 50% employer match about $115,185 at 4% or $76,790 at 6%; with 100% employer match about $86,389 at 4% or $57,593 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-8$484,133$55,289$6,911iApproximate average salary by contribution assumption: employee only about $172,778 at 4% or $115,185 at 6%; with 50% employer match about $115,185 at 4% or $76,790 at 6%; with 100% employer match about $86,389 at 4% or $57,593 at 6%.
200424$406,448$63,578$15,895iApproximate average salary by contribution assumption: employee only about $397,363 at 4% or $264,908 at 6%; with 50% employer match about $264,908 at 4% or $176,606 at 6%; with 100% employer match about $198,681 at 4% or $132,454 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-4$406,448$45,854$11,464iApproximate average salary by contribution assumption: employee only about $286,588 at 4% or $191,058 at 6%; with 50% employer match about $191,058 at 4% or $127,372 at 6%; with 100% employer match about $143,294 at 4% or $95,529 at 6%.
Robert S. Marchese Dds Money Purchase Pension Plan-0-$17,724-
200325$95,144$20,855$4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,344 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%.
Robert S. Marchese Dds Money Purchase Pension Plan-5$95,144$20,855$4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,344 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-5---
200226$252,556$56,358$9,393iApproximate average salary by contribution assumption: employee only about $234,825 at 4% or $156,550 at 6%; with 50% employer match about $156,550 at 4% or $104,367 at 6%; with 100% employer match about $117,413 at 4% or $78,275 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-6$180,321$39,985$6,664iApproximate average salary by contribution assumption: employee only about $166,604 at 4% or $111,069 at 6%; with 50% employer match about $111,069 at 4% or $74,046 at 6%; with 100% employer match about $83,302 at 4% or $55,535 at 6%.
Robert S. Marchese Dds Money Purchase Pension Plan-6$72,235$16,373$2,729iApproximate average salary by contribution assumption: employee only about $68,221 at 4% or $45,481 at 6%; with 50% employer match about $45,481 at 4% or $30,320 at 6%; with 100% employer match about $34,110 at 4% or $22,740 at 6%.
200126$0$0-
Robert S. Marchese Dds Money Purchase Pension Plan-6---
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-6---
200025$46,142$13,385$2,677iApproximate average salary by contribution assumption: employee only about $66,925 at 4% or $44,617 at 6%; with 50% employer match about $44,617 at 4% or $29,744 at 6%; with 100% employer match about $33,463 at 4% or $22,308 at 6%.
Robert S. Marchese Dds Money Purchase Pension Plan-5$46,142$13,385$2,677iApproximate average salary by contribution assumption: employee only about $66,925 at 4% or $44,617 at 6%; with 50% employer match about $44,617 at 4% or $29,744 at 6%; with 100% employer match about $33,463 at 4% or $22,308 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-5---
199925$136,639$35,526$7,105iApproximate average salary by contribution assumption: employee only about $177,630 at 4% or $118,420 at 6%; with 50% employer match about $118,420 at 4% or $78,947 at 6%; with 100% employer match about $88,815 at 4% or $59,210 at 6%.
Robert S. Marchese, Dds 401(K) Profit Sharing Plan-5$91,830$24,417$4,883iApproximate average salary by contribution assumption: employee only about $122,085 at 4% or $81,390 at 6%; with 50% employer match about $81,390 at 4% or $54,260 at 6%; with 100% employer match about $61,042 at 4% or $40,695 at 6%.
Robert S. Marchese Dds Money Purchase Pension Plan-5$44,809$11,109$2,222iApproximate average salary by contribution assumption: employee only about $55,545 at 4% or $37,030 at 6%; with 50% employer match about $37,030 at 4% or $24,687 at 6%; with 100% employer match about $27,773 at 4% or $18,515 at 6%.