Civic Intelligence

Mrb Financial Services LLC

Plan context: Mrb Financial Services LLC 401(K) Plan

EIN 16-1614041 • Marion, NY • 19 filings • 3 plans

P.O. Box 483667 Countryside LaneMarion, NY 14505
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,063,185

2025 Contributions

$89,474

Historical Graphs

Total Assets Over Time

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

$2,063,185$1,031,593$0200220172025YearValue
$2,063,185Latest year 2025

Participants Over Time

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

420200220172025YearValue
2Latest year 2025

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
202512$2,063,185$89,474$44,737iApproximate average salary by contribution assumption: employee only about $1,118,425 at 4% or $745,617 at 6%; with 50% employer match about $745,617 at 4% or $497,078 at 6%; with 100% employer match about $559,213 at 4% or $372,808 at 6%.
Mrb Financial Services LLC 401(K) Plan-2$2,063,185$89,474$44,737iApproximate average salary by contribution assumption: employee only about $1,118,425 at 4% or $745,617 at 6%; with 50% employer match about $745,617 at 4% or $497,078 at 6%; with 100% employer match about $559,213 at 4% or $372,808 at 6%.
202412$1,945,520$76,596$38,298iApproximate average salary by contribution assumption: employee only about $957,450 at 4% or $638,300 at 6%; with 50% employer match about $638,300 at 4% or $425,533 at 6%; with 100% employer match about $478,725 at 4% or $319,150 at 6%.
Mrb Financial Services LLC 401(K) Plan-2$1,945,520$76,596$38,298iApproximate average salary by contribution assumption: employee only about $957,450 at 4% or $638,300 at 6%; with 50% employer match about $638,300 at 4% or $425,533 at 6%; with 100% employer match about $478,725 at 4% or $319,150 at 6%.
202312$1,613,312$91,792$45,896iApproximate average salary by contribution assumption: employee only about $1,147,400 at 4% or $764,933 at 6%; with 50% employer match about $764,933 at 4% or $509,956 at 6%; with 100% employer match about $573,700 at 4% or $382,467 at 6%.
Mrb Financial Services LLC 401(K) Plan-2$1,613,312$91,792$45,896iApproximate average salary by contribution assumption: employee only about $1,147,400 at 4% or $764,933 at 6%; with 50% employer match about $764,933 at 4% or $509,956 at 6%; with 100% employer match about $573,700 at 4% or $382,467 at 6%.
202212$1,259,990$101,157$50,579iApproximate average salary by contribution assumption: employee only about $1,264,463 at 4% or $842,975 at 6%; with 50% employer match about $842,975 at 4% or $561,983 at 6%; with 100% employer match about $632,231 at 4% or $421,488 at 6%.
Mrb Financial Services LLC 401(K) Plan-2$1,259,990$101,157$50,579iApproximate average salary by contribution assumption: employee only about $1,264,463 at 4% or $842,975 at 6%; with 50% employer match about $842,975 at 4% or $561,983 at 6%; with 100% employer match about $632,231 at 4% or $421,488 at 6%.
202112$1,446,698$91,369$45,685iApproximate average salary by contribution assumption: employee only about $1,142,113 at 4% or $761,408 at 6%; with 50% employer match about $761,408 at 4% or $507,606 at 6%; with 100% employer match about $571,056 at 4% or $380,704 at 6%.
Mrb Financial Services LLC 401(K) Plan-2$1,446,698$91,369$45,685iApproximate average salary by contribution assumption: employee only about $1,142,113 at 4% or $761,408 at 6%; with 50% employer match about $761,408 at 4% or $507,606 at 6%; with 100% employer match about $571,056 at 4% or $380,704 at 6%.
202012$1,160,119$87,398$43,699iApproximate average salary by contribution assumption: employee only about $1,092,475 at 4% or $728,317 at 6%; with 50% employer match about $728,317 at 4% or $485,544 at 6%; with 100% employer match about $546,238 at 4% or $364,158 at 6%.
Mrb Financial Services LLC 401(K) Plan-2$1,160,119$87,398$43,699iApproximate average salary by contribution assumption: employee only about $1,092,475 at 4% or $728,317 at 6%; with 50% employer match about $728,317 at 4% or $485,544 at 6%; with 100% employer match about $546,238 at 4% or $364,158 at 6%.
201912$883,403$79,390$39,695iApproximate average salary by contribution assumption: employee only about $992,375 at 4% or $661,583 at 6%; with 50% employer match about $661,583 at 4% or $441,056 at 6%; with 100% employer match about $496,188 at 4% or $330,792 at 6%.
Mrb Financial Services LLC 401(K) Plan-2$883,403$79,390$39,695iApproximate average salary by contribution assumption: employee only about $992,375 at 4% or $661,583 at 6%; with 50% employer match about $661,583 at 4% or $441,056 at 6%; with 100% employer match about $496,188 at 4% or $330,792 at 6%.
201813$649,027$85,054$28,351iApproximate average salary by contribution assumption: employee only about $708,783 at 4% or $472,522 at 6%; with 50% employer match about $472,522 at 4% or $315,015 at 6%; with 100% employer match about $354,392 at 4% or $236,261 at 6%.
Mrb Financial Services LLC 401(K) Plan-3$649,027$85,054$28,351iApproximate average salary by contribution assumption: employee only about $708,783 at 4% or $472,522 at 6%; with 50% employer match about $472,522 at 4% or $315,015 at 6%; with 100% employer match about $354,392 at 4% or $236,261 at 6%.
201713$691,407$68,634$22,878iApproximate average salary by contribution assumption: employee only about $571,950 at 4% or $381,300 at 6%; with 50% employer match about $381,300 at 4% or $254,200 at 6%; with 100% employer match about $285,975 at 4% or $190,650 at 6%.
Mrb Financial Services LLC 401(K) Plan-3$691,407$68,634$22,878iApproximate average salary by contribution assumption: employee only about $571,950 at 4% or $381,300 at 6%; with 50% employer match about $381,300 at 4% or $254,200 at 6%; with 100% employer match about $285,975 at 4% or $190,650 at 6%.
201613$524,412$77,153$25,718iApproximate average salary by contribution assumption: employee only about $642,942 at 4% or $428,628 at 6%; with 50% employer match about $428,628 at 4% or $285,752 at 6%; with 100% employer match about $321,471 at 4% or $214,314 at 6%.
Mrb Financial Services LLC 401(K) Plan-3$524,412$77,153$25,718iApproximate average salary by contribution assumption: employee only about $642,942 at 4% or $428,628 at 6%; with 50% employer match about $428,628 at 4% or $285,752 at 6%; with 100% employer match about $321,471 at 4% or $214,314 at 6%.
201513$426,279$75,172$25,057iApproximate average salary by contribution assumption: employee only about $626,433 at 4% or $417,622 at 6%; with 50% employer match about $417,622 at 4% or $278,415 at 6%; with 100% employer match about $313,217 at 4% or $208,811 at 6%.
Mrb Financial Services LLC 401(K) Plan-3$426,279$75,172$25,057iApproximate average salary by contribution assumption: employee only about $626,433 at 4% or $417,622 at 6%; with 50% employer match about $417,622 at 4% or $278,415 at 6%; with 100% employer match about $313,217 at 4% or $208,811 at 6%.
201414$355,284$74,153$18,538iApproximate average salary by contribution assumption: employee only about $463,456 at 4% or $308,971 at 6%; with 50% employer match about $308,971 at 4% or $205,981 at 6%; with 100% employer match about $231,728 at 4% or $154,485 at 6%.
Mrb Financial Services LLC 401(K) Plan-4$355,284$74,153$18,538iApproximate average salary by contribution assumption: employee only about $463,456 at 4% or $308,971 at 6%; with 50% employer match about $308,971 at 4% or $205,981 at 6%; with 100% employer match about $231,728 at 4% or $154,485 at 6%.
201314$271,449$74,153$18,538iApproximate average salary by contribution assumption: employee only about $463,456 at 4% or $308,971 at 6%; with 50% employer match about $308,971 at 4% or $205,981 at 6%; with 100% employer match about $231,728 at 4% or $154,485 at 6%.
Mrb Financial Services LLC 401(K) Plan-4$271,449$74,153$18,538iApproximate average salary by contribution assumption: employee only about $463,456 at 4% or $308,971 at 6%; with 50% employer match about $308,971 at 4% or $205,981 at 6%; with 100% employer match about $231,728 at 4% or $154,485 at 6%.
201214$171,058$72,699$18,175iApproximate average salary by contribution assumption: employee only about $454,369 at 4% or $302,913 at 6%; with 50% employer match about $302,913 at 4% or $201,942 at 6%; with 100% employer match about $227,184 at 4% or $151,456 at 6%.
Mrb Financial Services LLC 401(K) Plan-4$171,058$72,699$18,175iApproximate average salary by contribution assumption: employee only about $454,369 at 4% or $302,913 at 6%; with 50% employer match about $302,913 at 4% or $201,942 at 6%; with 100% employer match about $227,184 at 4% or $151,456 at 6%.
201114$85,286$85,937$21,484iApproximate average salary by contribution assumption: employee only about $537,106 at 4% or $358,071 at 6%; with 50% employer match about $358,071 at 4% or $238,714 at 6%; with 100% employer match about $268,553 at 4% or $179,035 at 6%.
Mrb Financial Services LLC 401(K) Plan-4$85,286$85,937$21,484iApproximate average salary by contribution assumption: employee only about $537,106 at 4% or $358,071 at 6%; with 50% employer match about $358,071 at 4% or $238,714 at 6%; with 100% employer match about $268,553 at 4% or $179,035 at 6%.
200610$0$0-
MRB FINANCIAL SERVICES 401K PLAN-0---
200514$159,506$37,480$9,370iApproximate average salary by contribution assumption: employee only about $234,250 at 4% or $156,167 at 6%; with 50% employer match about $156,167 at 4% or $104,111 at 6%; with 100% employer match about $117,125 at 4% or $78,083 at 6%.
MRB FINANCIAL SERVICES 401K PLAN-4$159,506$37,480$9,370iApproximate average salary by contribution assumption: employee only about $234,250 at 4% or $156,167 at 6%; with 50% employer match about $156,167 at 4% or $104,111 at 6%; with 100% employer match about $117,125 at 4% or $78,083 at 6%.
200314$97,602$32,269$8,067iApproximate average salary by contribution assumption: employee only about $201,681 at 4% or $134,454 at 6%; with 50% employer match about $134,454 at 4% or $89,636 at 6%; with 100% employer match about $100,841 at 4% or $67,227 at 6%.
MRB FINANCIAL SERVICES 401K PLAN-4$97,602$32,269$8,067iApproximate average salary by contribution assumption: employee only about $201,681 at 4% or $134,454 at 6%; with 50% employer match about $134,454 at 4% or $89,636 at 6%; with 100% employer match about $100,841 at 4% or $67,227 at 6%.
200214$49,507$34,045$8,511iApproximate average salary by contribution assumption: employee only about $212,781 at 4% or $141,854 at 6%; with 50% employer match about $141,854 at 4% or $94,569 at 6%; with 100% employer match about $106,391 at 4% or $70,927 at 6%.
MRB FINANCIAL SERVICES 401K PLAN-4$49,507$34,045$8,511iApproximate average salary by contribution assumption: employee only about $212,781 at 4% or $141,854 at 6%; with 50% employer match about $141,854 at 4% or $94,569 at 6%; with 100% employer match about $106,391 at 4% or $70,927 at 6%.