Current Snapshot
Latest Year
2025
2025 Participants
59
2025 Assets
$7,430,709
2025 Contributions
$658,885
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $658,885 | - |
| Marcum Wealth 401K Plan | - | 0 | - | $658,885 | - |
| 2024 | 1 | 59 | $7,430,709 | $1,136,423 | $19,261iApproximate average salary by contribution assumption: employee only about $481,535 at 4% or $321,023 at 6%; with 50% employer match about $321,023 at 4% or $214,016 at 6%; with 100% employer match about $240,768 at 4% or $160,512 at 6%. |
| Marcum Wealth 401K Plan | - | 59 | $7,430,709 | $1,136,423 | $19,261iApproximate average salary by contribution assumption: employee only about $481,535 at 4% or $321,023 at 6%; with 50% employer match about $321,023 at 4% or $214,016 at 6%; with 100% employer match about $240,768 at 4% or $160,512 at 6%. |
| 2023 | 1 | 57 | $6,122,913 | $1,263,259 | $22,162iApproximate average salary by contribution assumption: employee only about $554,061 at 4% or $369,374 at 6%; with 50% employer match about $369,374 at 4% or $246,249 at 6%; with 100% employer match about $277,030 at 4% or $184,687 at 6%. |
| Marcum Wealth 401K Plan | - | 57 | $6,122,913 | $1,263,259 | $22,162iApproximate average salary by contribution assumption: employee only about $554,061 at 4% or $369,374 at 6%; with 50% employer match about $369,374 at 4% or $246,249 at 6%; with 100% employer match about $277,030 at 4% or $184,687 at 6%. |
| 2022 | 1 | 51 | $4,225,412 | $970,829 | $19,036iApproximate average salary by contribution assumption: employee only about $475,897 at 4% or $317,264 at 6%; with 50% employer match about $317,264 at 4% or $211,510 at 6%; with 100% employer match about $237,948 at 4% or $158,632 at 6%. |
| Marcum Wealth 401K Plan | - | 51 | $4,225,412 | $970,829 | $19,036iApproximate average salary by contribution assumption: employee only about $475,897 at 4% or $317,264 at 6%; with 50% employer match about $317,264 at 4% or $211,510 at 6%; with 100% employer match about $237,948 at 4% or $158,632 at 6%. |
| 2021 | 1 | 46 | $4,149,790 | $875,882 | $19,041iApproximate average salary by contribution assumption: employee only about $476,023 at 4% or $317,349 at 6%; with 50% employer match about $317,349 at 4% or $211,566 at 6%; with 100% employer match about $238,011 at 4% or $158,674 at 6%. |
| Marcum Wealth 401K Plan | - | 46 | $4,149,790 | $875,882 | $19,041iApproximate average salary by contribution assumption: employee only about $476,023 at 4% or $317,349 at 6%; with 50% employer match about $317,349 at 4% or $211,566 at 6%; with 100% employer match about $238,011 at 4% or $158,674 at 6%. |
| 2020 | 1 | 32 | $4,375,438 | $728,961 | $22,780iApproximate average salary by contribution assumption: employee only about $569,501 at 4% or $379,667 at 6%; with 50% employer match about $379,667 at 4% or $253,111 at 6%; with 100% employer match about $284,750 at 4% or $189,834 at 6%. |
| Marcum Wealth 401K Plan | - | 32 | $4,375,438 | $728,961 | $22,780iApproximate average salary by contribution assumption: employee only about $569,501 at 4% or $379,667 at 6%; with 50% employer match about $379,667 at 4% or $253,111 at 6%; with 100% employer match about $284,750 at 4% or $189,834 at 6%. |