Michael E. Marion & Associates
Plan context: Michael E. Marion & Associates Cash Balance Pension Plan
EIN 22-2990698 • Murray Hill, NJ • 38 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$4,240,435
2024 Contributions
$103,996
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 8 | $4,240,435 | $103,996 | $13,000iApproximate average salary by contribution assumption: employee only about $324,988 at 4% or $216,658 at 6%; with 50% employer match about $216,658 at 4% or $144,439 at 6%; with 100% employer match about $162,494 at 4% or $108,329 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 6 | $2,512,645 | $0 | - |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 8 | $1,727,790 | $103,996 | $13,000iApproximate average salary by contribution assumption: employee only about $324,988 at 4% or $216,658 at 6%; with 50% employer match about $216,658 at 4% or $144,439 at 6%; with 100% employer match about $162,494 at 4% or $108,329 at 6%. |
| 2023 | 2 | 8 | $3,968,724 | $494,736 | $61,842iApproximate average salary by contribution assumption: employee only about $1,546,050 at 4% or $1,030,700 at 6%; with 50% employer match about $1,030,700 at 4% or $687,133 at 6%; with 100% employer match about $773,025 at 4% or $515,350 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 5 | $2,296,039 | $300,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 8 | $1,672,685 | $194,736 | $24,342iApproximate average salary by contribution assumption: employee only about $608,550 at 4% or $405,700 at 6%; with 50% employer match about $405,700 at 4% or $270,467 at 6%; with 100% employer match about $304,275 at 4% or $202,850 at 6%. |
| 2022 | 2 | 7 | $2,945,148 | $118,826 | $16,975iApproximate average salary by contribution assumption: employee only about $424,379 at 4% or $282,919 at 6%; with 50% employer match about $282,919 at 4% or $188,613 at 6%; with 100% employer match about $212,189 at 4% or $141,460 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 6 | $1,737,969 | $0 | - |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 7 | $1,207,179 | $118,826 | $16,975iApproximate average salary by contribution assumption: employee only about $424,379 at 4% or $282,919 at 6%; with 50% employer match about $282,919 at 4% or $188,613 at 6%; with 100% employer match about $212,189 at 4% or $141,460 at 6%. |
| 2021 | 2 | 7 | $3,338,412 | $270,910 | $38,701iApproximate average salary by contribution assumption: employee only about $967,536 at 4% or $645,024 at 6%; with 50% employer match about $645,024 at 4% or $430,016 at 6%; with 100% employer match about $483,768 at 4% or $322,512 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 5 | $2,068,250 | $175,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 7 | $1,270,162 | $95,910 | $13,701iApproximate average salary by contribution assumption: employee only about $342,536 at 4% or $228,357 at 6%; with 50% employer match about $228,357 at 4% or $152,238 at 6%; with 100% employer match about $171,268 at 4% or $114,179 at 6%. |
| 2020 | 2 | 7 | $3,022,816 | $84,977 | $12,140iApproximate average salary by contribution assumption: employee only about $303,489 at 4% or $202,326 at 6%; with 50% employer match about $202,326 at 4% or $134,884 at 6%; with 100% employer match about $151,745 at 4% or $101,163 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 7 | $1,705,574 | $0 | - |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 7 | $1,317,242 | $84,977 | $12,140iApproximate average salary by contribution assumption: employee only about $303,489 at 4% or $202,326 at 6%; with 50% employer match about $202,326 at 4% or $134,884 at 6%; with 100% employer match about $151,745 at 4% or $101,163 at 6%. |
| 2019 | 2 | 6 | $2,585,607 | $97,815 | $16,303iApproximate average salary by contribution assumption: employee only about $407,563 at 4% or $271,708 at 6%; with 50% employer match about $271,708 at 4% or $181,139 at 6%; with 100% employer match about $203,781 at 4% or $135,854 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 6 | $1,507,650 | $0 | - |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 6 | $1,077,957 | $97,815 | $16,303iApproximate average salary by contribution assumption: employee only about $407,563 at 4% or $271,708 at 6%; with 50% employer match about $271,708 at 4% or $181,139 at 6%; with 100% employer match about $203,781 at 4% or $135,854 at 6%. |
| 2018 | 2 | 7 | $2,103,716 | $108,105 | $15,444iApproximate average salary by contribution assumption: employee only about $386,089 at 4% or $257,393 at 6%; with 50% employer match about $257,393 at 4% or $171,595 at 6%; with 100% employer match about $193,045 at 4% or $128,696 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 6 | $1,255,045 | $0 | - |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 7 | $848,671 | $108,105 | $15,444iApproximate average salary by contribution assumption: employee only about $386,089 at 4% or $257,393 at 6%; with 50% employer match about $257,393 at 4% or $171,595 at 6%; with 100% employer match about $193,045 at 4% or $128,696 at 6%. |
| 2017 | 2 | 7 | $2,156,344 | $95,137 | $13,591iApproximate average salary by contribution assumption: employee only about $339,775 at 4% or $226,517 at 6%; with 50% employer match about $226,517 at 4% or $151,011 at 6%; with 100% employer match about $169,888 at 4% or $113,258 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 5 | $1,326,103 | $0 | - |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 7 | $830,241 | $95,137 | $13,591iApproximate average salary by contribution assumption: employee only about $339,775 at 4% or $226,517 at 6%; with 50% employer match about $226,517 at 4% or $151,011 at 6%; with 100% employer match about $169,888 at 4% or $113,258 at 6%. |
| 2016 | 2 | 7 | $1,827,088 | $685,339 | $97,906iApproximate average salary by contribution assumption: employee only about $2,447,639 at 4% or $1,631,760 at 6%; with 50% employer match about $1,631,760 at 4% or $1,087,840 at 6%; with 100% employer match about $1,223,820 at 4% or $815,880 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 5 | $1,190,033 | $600,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 7 | $637,055 | $85,339 | $12,191iApproximate average salary by contribution assumption: employee only about $304,782 at 4% or $203,188 at 6%; with 50% employer match about $203,188 at 4% or $135,459 at 6%; with 100% employer match about $152,391 at 4% or $101,594 at 6%. |
| 2015 | 2 | 7 | $1,060,529 | $85,879 | $12,268iApproximate average salary by contribution assumption: employee only about $306,711 at 4% or $204,474 at 6%; with 50% employer match about $204,474 at 4% or $136,316 at 6%; with 100% employer match about $153,355 at 4% or $102,237 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 5 | $543,874 | $27,684 | $5,537iApproximate average salary by contribution assumption: employee only about $138,420 at 4% or $92,280 at 6%; with 50% employer match about $92,280 at 4% or $61,520 at 6%; with 100% employer match about $69,210 at 4% or $46,140 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 7 | $516,655 | $58,195 | $8,314iApproximate average salary by contribution assumption: employee only about $207,839 at 4% or $138,560 at 6%; with 50% employer match about $138,560 at 4% or $92,373 at 6%; with 100% employer match about $103,920 at 4% or $69,280 at 6%. |
| 2014 | 2 | 7 | $1,007,880 | $453,357 | $64,765iApproximate average salary by contribution assumption: employee only about $1,619,132 at 4% or $1,079,421 at 6%; with 50% employer match about $1,079,421 at 4% or $719,614 at 6%; with 100% employer match about $809,566 at 4% or $539,711 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 4 | $525,230 | $262,625 | $65,656iApproximate average salary by contribution assumption: employee only about $1,641,406 at 4% or $1,094,271 at 6%; with 50% employer match about $1,094,271 at 4% or $729,514 at 6%; with 100% employer match about $820,703 at 4% or $547,135 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 7 | $482,650 | $190,732 | $27,247iApproximate average salary by contribution assumption: employee only about $681,186 at 4% or $454,124 at 6%; with 50% employer match about $454,124 at 4% or $302,749 at 6%; with 100% employer match about $340,593 at 4% or $227,062 at 6%. |
| 2013 | 2 | 5 | $528,031 | $295,726 | $59,145iApproximate average salary by contribution assumption: employee only about $1,478,630 at 4% or $985,753 at 6%; with 50% employer match about $985,753 at 4% or $657,169 at 6%; with 100% employer match about $739,315 at 4% or $492,877 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 4 | $271,145 | $38,840 | $9,710iApproximate average salary by contribution assumption: employee only about $242,750 at 4% or $161,833 at 6%; with 50% employer match about $161,833 at 4% or $107,889 at 6%; with 100% employer match about $121,375 at 4% or $80,917 at 6%. |
| Michael E. Marion & Associates Cash Balance Pension Plan | - | 5 | $256,886 | $256,886 | $51,377iApproximate average salary by contribution assumption: employee only about $1,284,430 at 4% or $856,287 at 6%; with 50% employer match about $856,287 at 4% or $570,858 at 6%; with 100% employer match about $642,215 at 4% or $428,143 at 6%. |
| 2012 | 1 | 4 | $189,798 | $38,020 | $9,505iApproximate average salary by contribution assumption: employee only about $237,625 at 4% or $158,417 at 6%; with 50% employer match about $158,417 at 4% or $105,611 at 6%; with 100% employer match about $118,813 at 4% or $79,208 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 4 | $189,798 | $38,020 | $9,505iApproximate average salary by contribution assumption: employee only about $237,625 at 4% or $158,417 at 6%; with 50% employer match about $158,417 at 4% or $105,611 at 6%; with 100% employer match about $118,813 at 4% or $79,208 at 6%. |
| 2011 | 1 | 4 | $135,892 | $33,396 | $8,349iApproximate average salary by contribution assumption: employee only about $208,725 at 4% or $139,150 at 6%; with 50% employer match about $139,150 at 4% or $92,767 at 6%; with 100% employer match about $104,363 at 4% or $69,575 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 4 | $135,892 | $33,396 | $8,349iApproximate average salary by contribution assumption: employee only about $208,725 at 4% or $139,150 at 6%; with 50% employer match about $139,150 at 4% or $92,767 at 6%; with 100% employer match about $104,363 at 4% or $69,575 at 6%. |
| 2010 | 1 | 5 | $147,008 | $23,244 | $4,649iApproximate average salary by contribution assumption: employee only about $116,220 at 4% or $77,480 at 6%; with 50% employer match about $77,480 at 4% or $51,653 at 6%; with 100% employer match about $58,110 at 4% or $38,740 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 5 | $147,008 | $23,244 | $4,649iApproximate average salary by contribution assumption: employee only about $116,220 at 4% or $77,480 at 6%; with 50% employer match about $77,480 at 4% or $51,653 at 6%; with 100% employer match about $58,110 at 4% or $38,740 at 6%. |
| 2009 | 1 | 5 | $109,320 | $9,556 | $1,911iApproximate average salary by contribution assumption: employee only about $47,780 at 4% or $31,853 at 6%; with 50% employer match about $31,853 at 4% or $21,236 at 6%; with 100% employer match about $23,890 at 4% or $15,927 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 5 | $109,320 | $9,556 | $1,911iApproximate average salary by contribution assumption: employee only about $47,780 at 4% or $31,853 at 6%; with 50% employer match about $31,853 at 4% or $21,236 at 6%; with 100% employer match about $23,890 at 4% or $15,927 at 6%. |
| 2008 | 1 | 8 | $81,062 | $11,429 | $1,429iApproximate average salary by contribution assumption: employee only about $35,716 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,874 at 6%; with 100% employer match about $17,858 at 4% or $11,905 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 8 | $81,062 | $11,429 | $1,429iApproximate average salary by contribution assumption: employee only about $35,716 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,874 at 6%; with 100% employer match about $17,858 at 4% or $11,905 at 6%. |
| 2007 | 1 | 9 | $242,744 | $19,365 | $2,152iApproximate average salary by contribution assumption: employee only about $53,792 at 4% or $35,861 at 6%; with 50% employer match about $35,861 at 4% or $23,907 at 6%; with 100% employer match about $26,896 at 4% or $17,931 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 9 | $242,744 | $19,365 | $2,152iApproximate average salary by contribution assumption: employee only about $53,792 at 4% or $35,861 at 6%; with 50% employer match about $35,861 at 4% or $23,907 at 6%; with 100% employer match about $26,896 at 4% or $17,931 at 6%. |
| 2006 | 1 | 9 | $213,556 | $23,250 | $2,583iApproximate average salary by contribution assumption: employee only about $64,583 at 4% or $43,056 at 6%; with 50% employer match about $43,056 at 4% or $28,704 at 6%; with 100% employer match about $32,292 at 4% or $21,528 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 9 | $213,556 | $23,250 | $2,583iApproximate average salary by contribution assumption: employee only about $64,583 at 4% or $43,056 at 6%; with 50% employer match about $43,056 at 4% or $28,704 at 6%; with 100% employer match about $32,292 at 4% or $21,528 at 6%. |
| 2005 | 1 | 12 | $192,292 | $28,184 | $2,349iApproximate average salary by contribution assumption: employee only about $58,717 at 4% or $39,144 at 6%; with 50% employer match about $39,144 at 4% or $26,096 at 6%; with 100% employer match about $29,358 at 4% or $19,572 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 12 | $192,292 | $28,184 | $2,349iApproximate average salary by contribution assumption: employee only about $58,717 at 4% or $39,144 at 6%; with 50% employer match about $39,144 at 4% or $26,096 at 6%; with 100% employer match about $29,358 at 4% or $19,572 at 6%. |
| 2004 | 1 | 12 | $152,451 | $29,385 | $2,449iApproximate average salary by contribution assumption: employee only about $61,219 at 4% or $40,813 at 6%; with 50% employer match about $40,813 at 4% or $27,208 at 6%; with 100% employer match about $30,609 at 4% or $20,406 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 12 | $152,451 | $29,385 | $2,449iApproximate average salary by contribution assumption: employee only about $61,219 at 4% or $40,813 at 6%; with 50% employer match about $40,813 at 4% or $27,208 at 6%; with 100% employer match about $30,609 at 4% or $20,406 at 6%. |
| 2003 | 1 | 6 | $110,400 | $13,487 | $2,248iApproximate average salary by contribution assumption: employee only about $56,196 at 4% or $37,464 at 6%; with 50% employer match about $37,464 at 4% or $24,976 at 6%; with 100% employer match about $28,098 at 4% or $18,732 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 6 | $110,400 | $13,487 | $2,248iApproximate average salary by contribution assumption: employee only about $56,196 at 4% or $37,464 at 6%; with 50% employer match about $37,464 at 4% or $24,976 at 6%; with 100% employer match about $28,098 at 4% or $18,732 at 6%. |
| 2002 | 1 | 8 | $82,914 | $19,640 | $2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 8 | $82,914 | $19,640 | $2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%. |
| 2001 | 1 | 13 | $104,565 | $32,763 | $2,520iApproximate average salary by contribution assumption: employee only about $63,006 at 4% or $42,004 at 6%; with 50% employer match about $42,004 at 4% or $28,003 at 6%; with 100% employer match about $31,503 at 4% or $21,002 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 13 | $104,565 | $32,763 | $2,520iApproximate average salary by contribution assumption: employee only about $63,006 at 4% or $42,004 at 6%; with 50% employer match about $42,004 at 4% or $28,003 at 6%; with 100% employer match about $31,503 at 4% or $21,002 at 6%. |
| 2000 | 1 | 9 | $80,810 | $38,608 | $4,290iApproximate average salary by contribution assumption: employee only about $107,244 at 4% or $71,496 at 6%; with 50% employer match about $71,496 at 4% or $47,664 at 6%; with 100% employer match about $53,622 at 4% or $35,748 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 9 | $80,810 | $38,608 | $4,290iApproximate average salary by contribution assumption: employee only about $107,244 at 4% or $71,496 at 6%; with 50% employer match about $71,496 at 4% or $47,664 at 6%; with 100% employer match about $53,622 at 4% or $35,748 at 6%. |
| 1999 | 1 | 11 | $62,777 | $47,412 | $4,310iApproximate average salary by contribution assumption: employee only about $107,755 at 4% or $71,836 at 6%; with 50% employer match about $71,836 at 4% or $47,891 at 6%; with 100% employer match about $53,877 at 4% or $35,918 at 6%. |
| Michael E Marion && Associates 401K Profit Sharing Plan & Trust | - | 11 | $62,777 | $47,412 | $4,310iApproximate average salary by contribution assumption: employee only about $107,755 at 4% or $71,836 at 6%; with 50% employer match about $71,836 at 4% or $47,891 at 6%; with 100% employer match about $53,877 at 4% or $35,918 at 6%. |