Civic Intelligence

Marchioni & Associates LLC

Plan context: Marchioni & Associates 401(K) Profit Sharing Plan

EIN 20-2696645 • Rochester, NY • 15 filings • 1 plans

2024 West Henrietta RoadSuite 3GRochester, NY 14623
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$2,611,624

2024 Contributions

$271,180

Historical Graphs

Total Assets Over Time

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

$2,611,624$1,305,812$0201020172024YearValue
$2,611,624Latest year 2024

Participants Over Time

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

33170201020172024YearValue
29Latest year 2024

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
2024129$2,611,624$271,180$9,351iApproximate average salary by contribution assumption: employee only about $233,776 at 4% or $155,851 at 6%; with 50% employer match about $155,851 at 4% or $103,900 at 6%; with 100% employer match about $116,888 at 4% or $77,925 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-29$2,611,624$271,180$9,351iApproximate average salary by contribution assumption: employee only about $233,776 at 4% or $155,851 at 6%; with 50% employer match about $155,851 at 4% or $103,900 at 6%; with 100% employer match about $116,888 at 4% or $77,925 at 6%.
2023130$2,060,438$262,825$8,761iApproximate average salary by contribution assumption: employee only about $219,021 at 4% or $146,014 at 6%; with 50% employer match about $146,014 at 4% or $97,343 at 6%; with 100% employer match about $109,510 at 4% or $73,007 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-30$2,060,438$262,825$8,761iApproximate average salary by contribution assumption: employee only about $219,021 at 4% or $146,014 at 6%; with 50% employer match about $146,014 at 4% or $97,343 at 6%; with 100% employer match about $109,510 at 4% or $73,007 at 6%.
2022133$1,581,771$261,904$7,936iApproximate average salary by contribution assumption: employee only about $198,412 at 4% or $132,275 at 6%; with 50% employer match about $132,275 at 4% or $88,183 at 6%; with 100% employer match about $99,206 at 4% or $66,137 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-33$1,581,771$261,904$7,936iApproximate average salary by contribution assumption: employee only about $198,412 at 4% or $132,275 at 6%; with 50% employer match about $132,275 at 4% or $88,183 at 6%; with 100% employer match about $99,206 at 4% or $66,137 at 6%.
2021129$1,771,612$247,825$8,546iApproximate average salary by contribution assumption: employee only about $213,642 at 4% or $142,428 at 6%; with 50% employer match about $142,428 at 4% or $94,952 at 6%; with 100% employer match about $106,821 at 4% or $71,214 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-29$1,771,612$247,825$8,546iApproximate average salary by contribution assumption: employee only about $213,642 at 4% or $142,428 at 6%; with 50% employer match about $142,428 at 4% or $94,952 at 6%; with 100% employer match about $106,821 at 4% or $71,214 at 6%.
2020124$1,416,825$202,653$8,444iApproximate average salary by contribution assumption: employee only about $211,097 at 4% or $140,731 at 6%; with 50% employer match about $140,731 at 4% or $93,821 at 6%; with 100% employer match about $105,548 at 4% or $70,366 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-24$1,416,825$202,653$8,444iApproximate average salary by contribution assumption: employee only about $211,097 at 4% or $140,731 at 6%; with 50% employer match about $140,731 at 4% or $93,821 at 6%; with 100% employer match about $105,548 at 4% or $70,366 at 6%.
2019120$1,037,764$175,443$8,772iApproximate average salary by contribution assumption: employee only about $219,304 at 4% or $146,203 at 6%; with 50% employer match about $146,203 at 4% or $97,468 at 6%; with 100% employer match about $109,652 at 4% or $73,101 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-20$1,037,764$175,443$8,772iApproximate average salary by contribution assumption: employee only about $219,304 at 4% or $146,203 at 6%; with 50% employer match about $146,203 at 4% or $97,468 at 6%; with 100% employer match about $109,652 at 4% or $73,101 at 6%.
2018119$729,695$137,089$7,215iApproximate average salary by contribution assumption: employee only about $180,380 at 4% or $120,254 at 6%; with 50% employer match about $120,254 at 4% or $80,169 at 6%; with 100% employer match about $90,190 at 4% or $60,127 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-19$729,695$137,089$7,215iApproximate average salary by contribution assumption: employee only about $180,380 at 4% or $120,254 at 6%; with 50% employer match about $120,254 at 4% or $80,169 at 6%; with 100% employer match about $90,190 at 4% or $60,127 at 6%.
2017118$666,157$115,213$6,401iApproximate average salary by contribution assumption: employee only about $160,018 at 4% or $106,679 at 6%; with 50% employer match about $106,679 at 4% or $71,119 at 6%; with 100% employer match about $80,009 at 4% or $53,339 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-18$666,157$115,213$6,401iApproximate average salary by contribution assumption: employee only about $160,018 at 4% or $106,679 at 6%; with 50% employer match about $106,679 at 4% or $71,119 at 6%; with 100% employer match about $80,009 at 4% or $53,339 at 6%.
2016115$478,314$115,574$7,705iApproximate average salary by contribution assumption: employee only about $192,623 at 4% or $128,416 at 6%; with 50% employer match about $128,416 at 4% or $85,610 at 6%; with 100% employer match about $96,312 at 4% or $64,208 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-15$478,314$115,574$7,705iApproximate average salary by contribution assumption: employee only about $192,623 at 4% or $128,416 at 6%; with 50% employer match about $128,416 at 4% or $85,610 at 6%; with 100% employer match about $96,312 at 4% or $64,208 at 6%.
2015113$334,334$107,411$8,262iApproximate average salary by contribution assumption: employee only about $206,560 at 4% or $137,706 at 6%; with 50% employer match about $137,706 at 4% or $91,804 at 6%; with 100% employer match about $103,280 at 4% or $68,853 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-13$334,334$107,411$8,262iApproximate average salary by contribution assumption: employee only about $206,560 at 4% or $137,706 at 6%; with 50% employer match about $137,706 at 4% or $91,804 at 6%; with 100% employer match about $103,280 at 4% or $68,853 at 6%.
2014111$241,548$41,104$3,737iApproximate average salary by contribution assumption: employee only about $93,418 at 4% or $62,279 at 6%; with 50% employer match about $62,279 at 4% or $41,519 at 6%; with 100% employer match about $46,709 at 4% or $31,139 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-11$241,548$41,104$3,737iApproximate average salary by contribution assumption: employee only about $93,418 at 4% or $62,279 at 6%; with 50% employer match about $62,279 at 4% or $41,519 at 6%; with 100% employer match about $46,709 at 4% or $31,139 at 6%.
2013111$205,161$52,336$4,758iApproximate average salary by contribution assumption: employee only about $118,945 at 4% or $79,297 at 6%; with 50% employer match about $79,297 at 4% or $52,865 at 6%; with 100% employer match about $59,473 at 4% or $39,648 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-11$205,161$52,336$4,758iApproximate average salary by contribution assumption: employee only about $118,945 at 4% or $79,297 at 6%; with 50% employer match about $79,297 at 4% or $52,865 at 6%; with 100% employer match about $59,473 at 4% or $39,648 at 6%.
2012115$143,884$38,106$2,540iApproximate average salary by contribution assumption: employee only about $63,510 at 4% or $42,340 at 6%; with 50% employer match about $42,340 at 4% or $28,227 at 6%; with 100% employer match about $31,755 at 4% or $21,170 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-15$143,884$38,106$2,540iApproximate average salary by contribution assumption: employee only about $63,510 at 4% or $42,340 at 6%; with 50% employer match about $42,340 at 4% or $28,227 at 6%; with 100% employer match about $31,755 at 4% or $21,170 at 6%.
2011115$100,283$68,216$4,548iApproximate average salary by contribution assumption: employee only about $113,693 at 4% or $75,796 at 6%; with 50% employer match about $75,796 at 4% or $50,530 at 6%; with 100% employer match about $56,847 at 4% or $37,898 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-15$100,283$68,216$4,548iApproximate average salary by contribution assumption: employee only about $113,693 at 4% or $75,796 at 6%; with 50% employer match about $75,796 at 4% or $50,530 at 6%; with 100% employer match about $56,847 at 4% or $37,898 at 6%.
201018$39,458$37,247$4,656iApproximate average salary by contribution assumption: employee only about $116,397 at 4% or $77,598 at 6%; with 50% employer match about $77,598 at 4% or $51,732 at 6%; with 100% employer match about $58,198 at 4% or $38,799 at 6%.
Marchioni & Associates 401(K) Profit Sharing Plan-8$39,458$37,247$4,656iApproximate average salary by contribution assumption: employee only about $116,397 at 4% or $77,598 at 6%; with 50% employer match about $77,598 at 4% or $51,732 at 6%; with 100% employer match about $58,198 at 4% or $38,799 at 6%.