Civic Intelligence

Howard Marks

Plan context: Marks Household 401(K) Plan

EIN 22-2667655 • New York, NY • 4 filings • 1 plans

408 W 14th St., 4th FLNew York, NY 10014
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$1,390,915

2025 Contributions

$536,919

Historical Graphs

Total Assets Over Time

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

$1,390,915$695,458$0202220242025YearValue
$1,390,915Latest year 2025

Participants Over Time

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

26130202220242025YearValue
26Latest 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
2025126$1,390,915$536,919$20,651iApproximate average salary by contribution assumption: employee only about $516,268 at 4% or $344,179 at 6%; with 50% employer match about $344,179 at 4% or $229,453 at 6%; with 100% employer match about $258,134 at 4% or $172,089 at 6%.
Marks Household 401(K) Plan-26$1,390,915$536,919$20,651iApproximate average salary by contribution assumption: employee only about $516,268 at 4% or $344,179 at 6%; with 50% employer match about $344,179 at 4% or $229,453 at 6%; with 100% employer match about $258,134 at 4% or $172,089 at 6%.
2024121$841,746$350,610$16,696iApproximate average salary by contribution assumption: employee only about $417,393 at 4% or $278,262 at 6%; with 50% employer match about $278,262 at 4% or $185,508 at 6%; with 100% employer match about $208,696 at 4% or $139,131 at 6%.
Marks Household 401(K) Plan-21$841,746$350,610$16,696iApproximate average salary by contribution assumption: employee only about $417,393 at 4% or $278,262 at 6%; with 50% employer match about $278,262 at 4% or $185,508 at 6%; with 100% employer match about $208,696 at 4% or $139,131 at 6%.
2023119$447,154$277,410$14,601iApproximate average salary by contribution assumption: employee only about $365,013 at 4% or $243,342 at 6%; with 50% employer match about $243,342 at 4% or $162,228 at 6%; with 100% employer match about $182,507 at 4% or $121,671 at 6%.
Marks Household 401(K) Plan-19$447,154$277,410$14,601iApproximate average salary by contribution assumption: employee only about $365,013 at 4% or $243,342 at 6%; with 50% employer match about $243,342 at 4% or $162,228 at 6%; with 100% employer match about $182,507 at 4% or $121,671 at 6%.
2022117$197,365$200,272$11,781iApproximate average salary by contribution assumption: employee only about $294,518 at 4% or $196,345 at 6%; with 50% employer match about $196,345 at 4% or $130,897 at 6%; with 100% employer match about $147,259 at 4% or $98,173 at 6%.
Marks Household 401(K) Plan-17$197,365$200,272$11,781iApproximate average salary by contribution assumption: employee only about $294,518 at 4% or $196,345 at 6%; with 50% employer match about $196,345 at 4% or $130,897 at 6%; with 100% employer match about $147,259 at 4% or $98,173 at 6%.