Civic Intelligence

Marks Baughan Securities LLC

Plan context: Marks Baughan Securities LLC Profit Sharing 401(K) Plan

EIN 20-0855859 • Conshohocken, PA • 20 filings • 4 plans

161 Washington Street, Suite 1390Conshohocken, PA 19428
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$9,916,097

2025 Contributions

$514,286

Historical Graphs

Total Assets Over Time

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

$9,916,097$4,958,049$0200520162025YearValue
$9,916,097Latest year 2025

Participants Over Time

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

19100200520162025YearValue
19Latest 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
2025119$9,916,097$514,286$27,068iApproximate average salary by contribution assumption: employee only about $676,692 at 4% or $451,128 at 6%; with 50% employer match about $451,128 at 4% or $300,752 at 6%; with 100% employer match about $338,346 at 4% or $225,564 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-19$9,916,097$514,286$27,068iApproximate average salary by contribution assumption: employee only about $676,692 at 4% or $451,128 at 6%; with 50% employer match about $451,128 at 4% or $300,752 at 6%; with 100% employer match about $338,346 at 4% or $225,564 at 6%.
2024115$8,181,075$460,902$30,727iApproximate average salary by contribution assumption: employee only about $768,170 at 4% or $512,113 at 6%; with 50% employer match about $512,113 at 4% or $341,409 at 6%; with 100% employer match about $384,085 at 4% or $256,057 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-15$8,181,075$460,902$30,727iApproximate average salary by contribution assumption: employee only about $768,170 at 4% or $512,113 at 6%; with 50% employer match about $512,113 at 4% or $341,409 at 6%; with 100% employer match about $384,085 at 4% or $256,057 at 6%.
2023112$6,889,311$393,292$32,774iApproximate average salary by contribution assumption: employee only about $819,358 at 4% or $546,239 at 6%; with 50% employer match about $546,239 at 4% or $364,159 at 6%; with 100% employer match about $409,679 at 4% or $273,119 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-12$6,889,311$393,292$32,774iApproximate average salary by contribution assumption: employee only about $819,358 at 4% or $546,239 at 6%; with 50% employer match about $546,239 at 4% or $364,159 at 6%; with 100% employer match about $409,679 at 4% or $273,119 at 6%.
2022112$5,662,395$356,015$29,668iApproximate average salary by contribution assumption: employee only about $741,698 at 4% or $494,465 at 6%; with 50% employer match about $494,465 at 4% or $329,644 at 6%; with 100% employer match about $370,849 at 4% or $247,233 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-12$5,662,395$356,015$29,668iApproximate average salary by contribution assumption: employee only about $741,698 at 4% or $494,465 at 6%; with 50% employer match about $494,465 at 4% or $329,644 at 6%; with 100% employer match about $370,849 at 4% or $247,233 at 6%.
2021113$6,372,848$315,917$24,301iApproximate average salary by contribution assumption: employee only about $607,533 at 4% or $405,022 at 6%; with 50% employer match about $405,022 at 4% or $270,015 at 6%; with 100% employer match about $303,766 at 4% or $202,511 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-13$6,372,848$315,917$24,301iApproximate average salary by contribution assumption: employee only about $607,533 at 4% or $405,022 at 6%; with 50% employer match about $405,022 at 4% or $270,015 at 6%; with 100% employer match about $303,766 at 4% or $202,511 at 6%.
2020112$5,183,343$307,971$25,664iApproximate average salary by contribution assumption: employee only about $641,606 at 4% or $427,738 at 6%; with 50% employer match about $427,738 at 4% or $285,158 at 6%; with 100% employer match about $320,803 at 4% or $213,869 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-12$5,183,343$307,971$25,664iApproximate average salary by contribution assumption: employee only about $641,606 at 4% or $427,738 at 6%; with 50% employer match about $427,738 at 4% or $285,158 at 6%; with 100% employer match about $320,803 at 4% or $213,869 at 6%.
2019111$4,507,610$307,483$27,953iApproximate average salary by contribution assumption: employee only about $698,825 at 4% or $465,883 at 6%; with 50% employer match about $465,883 at 4% or $310,589 at 6%; with 100% employer match about $349,413 at 4% or $232,942 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-11$4,507,610$307,483$27,953iApproximate average salary by contribution assumption: employee only about $698,825 at 4% or $465,883 at 6%; with 50% employer match about $465,883 at 4% or $310,589 at 6%; with 100% employer match about $349,413 at 4% or $232,942 at 6%.
2018111$3,495,980$302,477$27,498iApproximate average salary by contribution assumption: employee only about $687,448 at 4% or $458,298 at 6%; with 50% employer match about $458,298 at 4% or $305,532 at 6%; with 100% employer match about $343,724 at 4% or $229,149 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-11$3,495,980$302,477$27,498iApproximate average salary by contribution assumption: employee only about $687,448 at 4% or $458,298 at 6%; with 50% employer match about $458,298 at 4% or $305,532 at 6%; with 100% employer match about $343,724 at 4% or $229,149 at 6%.
2017111$3,360,996$271,511$24,683iApproximate average salary by contribution assumption: employee only about $617,070 at 4% or $411,380 at 6%; with 50% employer match about $411,380 at 4% or $274,254 at 6%; with 100% employer match about $308,535 at 4% or $205,690 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-11$3,360,996$271,511$24,683iApproximate average salary by contribution assumption: employee only about $617,070 at 4% or $411,380 at 6%; with 50% employer match about $411,380 at 4% or $274,254 at 6%; with 100% employer match about $308,535 at 4% or $205,690 at 6%.
201619$2,705,774$237,416$26,380iApproximate average salary by contribution assumption: employee only about $659,489 at 4% or $439,659 at 6%; with 50% employer match about $439,659 at 4% or $293,106 at 6%; with 100% employer match about $329,744 at 4% or $219,830 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-9$2,705,774$237,416$26,380iApproximate average salary by contribution assumption: employee only about $659,489 at 4% or $439,659 at 6%; with 50% employer match about $439,659 at 4% or $293,106 at 6%; with 100% employer match about $329,744 at 4% or $219,830 at 6%.
2015110$2,375,536$255,940$25,594iApproximate average salary by contribution assumption: employee only about $639,850 at 4% or $426,567 at 6%; with 50% employer match about $426,567 at 4% or $284,378 at 6%; with 100% employer match about $319,925 at 4% or $213,283 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-10$2,375,536$255,940$25,594iApproximate average salary by contribution assumption: employee only about $639,850 at 4% or $426,567 at 6%; with 50% employer match about $426,567 at 4% or $284,378 at 6%; with 100% employer match about $319,925 at 4% or $213,283 at 6%.
201419$2,195,598$228,866$25,430iApproximate average salary by contribution assumption: employee only about $635,739 at 4% or $423,826 at 6%; with 50% employer match about $423,826 at 4% or $282,551 at 6%; with 100% employer match about $317,869 at 4% or $211,913 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-9$2,195,598$228,866$25,430iApproximate average salary by contribution assumption: employee only about $635,739 at 4% or $423,826 at 6%; with 50% employer match about $423,826 at 4% or $282,551 at 6%; with 100% employer match about $317,869 at 4% or $211,913 at 6%.
201317$1,777,701$209,427$29,918iApproximate average salary by contribution assumption: employee only about $747,954 at 4% or $498,636 at 6%; with 50% employer match about $498,636 at 4% or $332,424 at 6%; with 100% employer match about $373,977 at 4% or $249,318 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-7$1,777,701$209,427$29,918iApproximate average salary by contribution assumption: employee only about $747,954 at 4% or $498,636 at 6%; with 50% employer match about $498,636 at 4% or $332,424 at 6%; with 100% employer match about $373,977 at 4% or $249,318 at 6%.
201217$1,272,858$107,633$15,376iApproximate average salary by contribution assumption: employee only about $384,404 at 4% or $256,269 at 6%; with 50% employer match about $256,269 at 4% or $170,846 at 6%; with 100% employer match about $192,202 at 4% or $128,135 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-7$1,272,858$107,633$15,376iApproximate average salary by contribution assumption: employee only about $384,404 at 4% or $256,269 at 6%; with 50% employer match about $256,269 at 4% or $170,846 at 6%; with 100% employer match about $192,202 at 4% or $128,135 at 6%.
2011110$1,109,077$123,198$12,320iApproximate average salary by contribution assumption: employee only about $307,995 at 4% or $205,330 at 6%; with 50% employer match about $205,330 at 4% or $136,887 at 6%; with 100% employer match about $153,998 at 4% or $102,665 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-10$1,109,077$123,198$12,320iApproximate average salary by contribution assumption: employee only about $307,995 at 4% or $205,330 at 6%; with 50% employer match about $205,330 at 4% or $136,887 at 6%; with 100% employer match about $153,998 at 4% or $102,665 at 6%.
2010111$1,131,512$227,677$20,698iApproximate average salary by contribution assumption: employee only about $517,448 at 4% or $344,965 at 6%; with 50% employer match about $344,965 at 4% or $229,977 at 6%; with 100% employer match about $258,724 at 4% or $172,483 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-11$1,131,512$227,677$20,698iApproximate average salary by contribution assumption: employee only about $517,448 at 4% or $344,965 at 6%; with 50% employer match about $344,965 at 4% or $229,977 at 6%; with 100% employer match about $258,724 at 4% or $172,483 at 6%.
200919$785,310$126,579$14,064iApproximate average salary by contribution assumption: employee only about $351,608 at 4% or $234,406 at 6%; with 50% employer match about $234,406 at 4% or $156,270 at 6%; with 100% employer match about $175,804 at 4% or $117,203 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-9$785,310$126,579$14,064iApproximate average salary by contribution assumption: employee only about $351,608 at 4% or $234,406 at 6%; with 50% employer match about $234,406 at 4% or $156,270 at 6%; with 100% employer match about $175,804 at 4% or $117,203 at 6%.
200819$488,982$120,445$13,383iApproximate average salary by contribution assumption: employee only about $334,569 at 4% or $223,046 at 6%; with 50% employer match about $223,046 at 4% or $148,698 at 6%; with 100% employer match about $167,285 at 4% or $111,523 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-9$488,982$120,445$13,383iApproximate average salary by contribution assumption: employee only about $334,569 at 4% or $223,046 at 6%; with 50% employer match about $223,046 at 4% or $148,698 at 6%; with 100% employer match about $167,285 at 4% or $111,523 at 6%.
200617$391,835$187,224$26,746iApproximate average salary by contribution assumption: employee only about $668,657 at 4% or $445,771 at 6%; with 50% employer match about $445,771 at 4% or $297,181 at 6%; with 100% employer match about $334,329 at 4% or $222,886 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-7$391,835$187,224$26,746iApproximate average salary by contribution assumption: employee only about $668,657 at 4% or $445,771 at 6%; with 50% employer match about $445,771 at 4% or $297,181 at 6%; with 100% employer match about $334,329 at 4% or $222,886 at 6%.
200516$179,547$179,575$29,929iApproximate average salary by contribution assumption: employee only about $748,229 at 4% or $498,819 at 6%; with 50% employer match about $498,819 at 4% or $332,546 at 6%; with 100% employer match about $374,115 at 4% or $249,410 at 6%.
Marks Baughan Securities LLC Profit Sharing 401(K) Plan-6$179,547$179,575$29,929iApproximate average salary by contribution assumption: employee only about $748,229 at 4% or $498,819 at 6%; with 50% employer match about $498,819 at 4% or $332,546 at 6%; with 100% employer match about $374,115 at 4% or $249,410 at 6%.