Civic Intelligence

Marcus Investments LLC

Plan context: Marcus Investments LLC 401(K) Retirement Plan

EIN 20-4632365 • Milwaukee, WI • 17 filings • 2 plans

301 N BroadwaySuite 300Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$5,743,296

2024 Contributions

$816,652

Historical Graphs

Total Assets Over Time

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

$5,743,296$2,871,648$0200920172024YearValue
$5,743,296Latest year 2024

Participants Over Time

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

105530200820162024YearValue
61Latest 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
2024161$5,743,296$816,652$13,388iApproximate average salary by contribution assumption: employee only about $334,693 at 4% or $223,129 at 6%; with 50% employer match about $223,129 at 4% or $148,753 at 6%; with 100% employer match about $167,347 at 4% or $111,564 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-61$5,743,296$816,652$13,388iApproximate average salary by contribution assumption: employee only about $334,693 at 4% or $223,129 at 6%; with 50% employer match about $223,129 at 4% or $148,753 at 6%; with 100% employer match about $167,347 at 4% or $111,564 at 6%.
2023154$4,644,234$598,745$11,088iApproximate average salary by contribution assumption: employee only about $277,197 at 4% or $184,798 at 6%; with 50% employer match about $184,798 at 4% or $123,199 at 6%; with 100% employer match about $138,598 at 4% or $92,399 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-54$4,644,234$598,745$11,088iApproximate average salary by contribution assumption: employee only about $277,197 at 4% or $184,798 at 6%; with 50% employer match about $184,798 at 4% or $123,199 at 6%; with 100% employer match about $138,598 at 4% or $92,399 at 6%.
20221105$3,375,442$554,703$5,283iApproximate average salary by contribution assumption: employee only about $132,072 at 4% or $88,048 at 6%; with 50% employer match about $88,048 at 4% or $58,699 at 6%; with 100% employer match about $66,036 at 4% or $44,024 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-105$3,375,442$554,703$5,283iApproximate average salary by contribution assumption: employee only about $132,072 at 4% or $88,048 at 6%; with 50% employer match about $88,048 at 4% or $58,699 at 6%; with 100% employer match about $66,036 at 4% or $44,024 at 6%.
2021151$3,777,968$497,826$9,761iApproximate average salary by contribution assumption: employee only about $244,032 at 4% or $162,688 at 6%; with 50% employer match about $162,688 at 4% or $108,459 at 6%; with 100% employer match about $122,016 at 4% or $81,344 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-51$3,777,968$497,826$9,761iApproximate average salary by contribution assumption: employee only about $244,032 at 4% or $162,688 at 6%; with 50% employer match about $162,688 at 4% or $108,459 at 6%; with 100% employer match about $122,016 at 4% or $81,344 at 6%.
2020152$3,404,920$446,912$8,594iApproximate average salary by contribution assumption: employee only about $214,862 at 4% or $143,241 at 6%; with 50% employer match about $143,241 at 4% or $95,494 at 6%; with 100% employer match about $107,431 at 4% or $71,621 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-52$3,404,920$446,912$8,594iApproximate average salary by contribution assumption: employee only about $214,862 at 4% or $143,241 at 6%; with 50% employer match about $143,241 at 4% or $95,494 at 6%; with 100% employer match about $107,431 at 4% or $71,621 at 6%.
2019154$2,801,042$514,059$9,520iApproximate average salary by contribution assumption: employee only about $237,990 at 4% or $158,660 at 6%; with 50% employer match about $158,660 at 4% or $105,773 at 6%; with 100% employer match about $118,995 at 4% or $79,330 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-54$2,801,042$514,059$9,520iApproximate average salary by contribution assumption: employee only about $237,990 at 4% or $158,660 at 6%; with 50% employer match about $158,660 at 4% or $105,773 at 6%; with 100% employer match about $118,995 at 4% or $79,330 at 6%.
2018157$2,122,559$398,175$6,986iApproximate average salary by contribution assumption: employee only about $174,638 at 4% or $116,425 at 6%; with 50% employer match about $116,425 at 4% or $77,617 at 6%; with 100% employer match about $87,319 at 4% or $58,213 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-57$2,122,559$398,175$6,986iApproximate average salary by contribution assumption: employee only about $174,638 at 4% or $116,425 at 6%; with 50% employer match about $116,425 at 4% or $77,617 at 6%; with 100% employer match about $87,319 at 4% or $58,213 at 6%.
2017159$2,250,669$421,511$7,144iApproximate average salary by contribution assumption: employee only about $178,606 at 4% or $119,071 at 6%; with 50% employer match about $119,071 at 4% or $79,381 at 6%; with 100% employer match about $89,303 at 4% or $59,535 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-59$2,250,669$421,511$7,144iApproximate average salary by contribution assumption: employee only about $178,606 at 4% or $119,071 at 6%; with 50% employer match about $119,071 at 4% or $79,381 at 6%; with 100% employer match about $89,303 at 4% or $59,535 at 6%.
2016157$1,623,817$549,433$9,639iApproximate average salary by contribution assumption: employee only about $240,979 at 4% or $160,653 at 6%; with 50% employer match about $160,653 at 4% or $107,102 at 6%; with 100% employer match about $120,490 at 4% or $80,326 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-57$1,623,817$549,433$9,639iApproximate average salary by contribution assumption: employee only about $240,979 at 4% or $160,653 at 6%; with 50% employer match about $160,653 at 4% or $107,102 at 6%; with 100% employer match about $120,490 at 4% or $80,326 at 6%.
2015144$1,190,529$366,838$8,337iApproximate average salary by contribution assumption: employee only about $208,431 at 4% or $138,954 at 6%; with 50% employer match about $138,954 at 4% or $92,636 at 6%; with 100% employer match about $104,215 at 4% or $69,477 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-44$1,190,529$366,838$8,337iApproximate average salary by contribution assumption: employee only about $208,431 at 4% or $138,954 at 6%; with 50% employer match about $138,954 at 4% or $92,636 at 6%; with 100% employer match about $104,215 at 4% or $69,477 at 6%.
2014148$900,285$606,874$12,643iApproximate average salary by contribution assumption: employee only about $316,080 at 4% or $210,720 at 6%; with 50% employer match about $210,720 at 4% or $140,480 at 6%; with 100% employer match about $158,040 at 4% or $105,360 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-48$900,285$606,874$12,643iApproximate average salary by contribution assumption: employee only about $316,080 at 4% or $210,720 at 6%; with 50% employer match about $210,720 at 4% or $140,480 at 6%; with 100% employer match about $158,040 at 4% or $105,360 at 6%.
2013114$309,270$93,467$6,676iApproximate average salary by contribution assumption: employee only about $166,905 at 4% or $111,270 at 6%; with 50% employer match about $111,270 at 4% or $74,180 at 6%; with 100% employer match about $83,453 at 4% or $55,635 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-14$309,270$93,467$6,676iApproximate average salary by contribution assumption: employee only about $166,905 at 4% or $111,270 at 6%; with 50% employer match about $111,270 at 4% or $74,180 at 6%; with 100% employer match about $83,453 at 4% or $55,635 at 6%.
2012116$201,630$61,111$3,819iApproximate average salary by contribution assumption: employee only about $95,486 at 4% or $63,657 at 6%; with 50% employer match about $63,657 at 4% or $42,438 at 6%; with 100% employer match about $47,743 at 4% or $31,829 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-16$201,630$61,111$3,819iApproximate average salary by contribution assumption: employee only about $95,486 at 4% or $63,657 at 6%; with 50% employer match about $63,657 at 4% or $42,438 at 6%; with 100% employer match about $47,743 at 4% or $31,829 at 6%.
201118$151,563$45,862$5,733iApproximate average salary by contribution assumption: employee only about $143,319 at 4% or $95,546 at 6%; with 50% employer match about $95,546 at 4% or $63,697 at 6%; with 100% employer match about $71,659 at 4% or $47,773 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-8$151,563$45,862$5,733iApproximate average salary by contribution assumption: employee only about $143,319 at 4% or $95,546 at 6%; with 50% employer match about $95,546 at 4% or $63,697 at 6%; with 100% employer match about $71,659 at 4% or $47,773 at 6%.
201018$114,401$41,458$5,182iApproximate average salary by contribution assumption: employee only about $129,556 at 4% or $86,371 at 6%; with 50% employer match about $86,371 at 4% or $57,581 at 6%; with 100% employer match about $64,778 at 4% or $43,185 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-8$114,401$41,458$5,182iApproximate average salary by contribution assumption: employee only about $129,556 at 4% or $86,371 at 6%; with 50% employer match about $86,371 at 4% or $57,581 at 6%; with 100% employer match about $64,778 at 4% or $43,185 at 6%.
200916$72,369$56,647$9,441iApproximate average salary by contribution assumption: employee only about $236,029 at 4% or $157,353 at 6%; with 50% employer match about $157,353 at 4% or $104,902 at 6%; with 100% employer match about $118,015 at 4% or $78,676 at 6%.
Marcus Investments LLC 401(K) Retirement Plan-6$72,369$56,647$9,441iApproximate average salary by contribution assumption: employee only about $236,029 at 4% or $157,353 at 6%; with 50% employer match about $157,353 at 4% or $104,902 at 6%; with 100% employer match about $118,015 at 4% or $78,676 at 6%.
200814$0$0-
Marcus Investments LLC 401(K) Retirement Plan-4---