Civic Intelligence

Marathon Financial Group LLC

Plan context: Barry Butlien 401(K) Profit Sharing Plan and Trust

EIN 20-2312496 • Tarrytown, NY • 9 filings • 2 plans

220 White Plains RoadSuite 425Tarrytown, NY 10591
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,650,305

2023 Contributions

$85,503

Historical Graphs

Total Assets Over Time

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

$1,650,305$825,153$0201620202023YearValue
$1,650,305Latest year 2023

Participants Over Time

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

210201620202023YearValue
2Latest 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
202312$1,650,305$85,503$42,752iApproximate average salary by contribution assumption: employee only about $1,068,788 at 4% or $712,525 at 6%; with 50% employer match about $712,525 at 4% or $475,017 at 6%; with 100% employer match about $534,394 at 4% or $356,263 at 6%.
Barry Butlien 401(K) Profit Sharing Plan and Trust-2$1,650,305$85,503$42,752iApproximate average salary by contribution assumption: employee only about $1,068,788 at 4% or $712,525 at 6%; with 50% employer match about $712,525 at 4% or $475,017 at 6%; with 100% employer match about $534,394 at 4% or $356,263 at 6%.
202212$1,303,168$81,675$40,838iApproximate average salary by contribution assumption: employee only about $1,020,938 at 4% or $680,625 at 6%; with 50% employer match about $680,625 at 4% or $453,750 at 6%; with 100% employer match about $510,469 at 4% or $340,313 at 6%.
Barry Butlien 401(K) Profit Sharing Plan and Trust-2$1,303,168$81,675$40,838iApproximate average salary by contribution assumption: employee only about $1,020,938 at 4% or $680,625 at 6%; with 50% employer match about $680,625 at 4% or $453,750 at 6%; with 100% employer match about $510,469 at 4% or $340,313 at 6%.
202112$1,465,211$76,703$38,352iApproximate average salary by contribution assumption: employee only about $958,788 at 4% or $639,192 at 6%; with 50% employer match about $639,192 at 4% or $426,128 at 6%; with 100% employer match about $479,394 at 4% or $319,596 at 6%.
Barry Butlien 401(K) Profit Sharing Plan and Trust-2$1,465,211$76,703$38,352iApproximate average salary by contribution assumption: employee only about $958,788 at 4% or $639,192 at 6%; with 50% employer match about $639,192 at 4% or $426,128 at 6%; with 100% employer match about $479,394 at 4% or $319,596 at 6%.
202012$1,208,654$75,156$37,578iApproximate average salary by contribution assumption: employee only about $939,450 at 4% or $626,300 at 6%; with 50% employer match about $626,300 at 4% or $417,533 at 6%; with 100% employer match about $469,725 at 4% or $313,150 at 6%.
Barry Butlien 401(K) Profit Sharing Plan and Trust-2$1,208,654$75,156$37,578iApproximate average salary by contribution assumption: employee only about $939,450 at 4% or $626,300 at 6%; with 50% employer match about $626,300 at 4% or $417,533 at 6%; with 100% employer match about $469,725 at 4% or $313,150 at 6%.
201912$972,656$73,577$36,789iApproximate average salary by contribution assumption: employee only about $919,713 at 4% or $613,142 at 6%; with 50% employer match about $613,142 at 4% or $408,761 at 6%; with 100% employer match about $459,856 at 4% or $306,571 at 6%.
Barry Butlien 401(K) Profit Sharing Plan and Trust-2$972,656$73,577$36,789iApproximate average salary by contribution assumption: employee only about $919,713 at 4% or $613,142 at 6%; with 50% employer match about $613,142 at 4% or $408,761 at 6%; with 100% employer match about $459,856 at 4% or $306,571 at 6%.
201822$1,465,486$268,446$134,223iApproximate average salary by contribution assumption: employee only about $3,355,575 at 4% or $2,237,050 at 6%; with 50% employer match about $2,237,050 at 4% or $1,491,367 at 6%; with 100% employer match about $1,677,788 at 4% or $1,118,525 at 6%.
Barry Butlien 401(K) Profit Sharing Plan and Trust-2$732,743$134,223$67,112iApproximate average salary by contribution assumption: employee only about $1,677,788 at 4% or $1,118,525 at 6%; with 50% employer match about $1,118,525 at 4% or $745,683 at 6%; with 100% employer match about $838,894 at 4% or $559,263 at 6%.
Barry Butlien 401(K) Profit Sharing Plan and Trust-2$732,743$134,223$67,112iApproximate average salary by contribution assumption: employee only about $1,677,788 at 4% or $1,118,525 at 6%; with 50% employer match about $1,118,525 at 4% or $745,683 at 6%; with 100% employer match about $838,894 at 4% or $559,263 at 6%.
201712$644,034$106,427$53,214iApproximate average salary by contribution assumption: employee only about $1,330,338 at 4% or $886,892 at 6%; with 50% employer match about $886,892 at 4% or $591,261 at 6%; with 100% employer match about $665,169 at 4% or $443,446 at 6%.
Barry Butlien 401(K) Profit Sharing Plan and Trust-2$644,034$106,427$53,214iApproximate average salary by contribution assumption: employee only about $1,330,338 at 4% or $886,892 at 6%; with 50% employer match about $886,892 at 4% or $591,261 at 6%; with 100% employer match about $665,169 at 4% or $443,446 at 6%.
201611$469,190$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Barry Butlien 401(K) Profit Sharing Plan and Trust-1$469,190$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.