Margel Wealth Management
Plan context: Margel Wealth Management Profit Sharing Plan
EIN 22-3322980 • Paramus, NJ • 26 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$3,808,565
2025 Contributions
$86,791
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 | 3 | $3,808,565 | $86,791 | $28,930iApproximate average salary by contribution assumption: employee only about $723,258 at 4% or $482,172 at 6%; with 50% employer match about $482,172 at 4% or $321,448 at 6%; with 100% employer match about $361,629 at 4% or $241,086 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 3 | $3,808,565 | $86,791 | $28,930iApproximate average salary by contribution assumption: employee only about $723,258 at 4% or $482,172 at 6%; with 50% employer match about $482,172 at 4% or $321,448 at 6%; with 100% employer match about $361,629 at 4% or $241,086 at 6%. |
| 2024 | 1 | 2 | $3,340,331 | $80,789 | $40,395iApproximate average salary by contribution assumption: employee only about $1,009,863 at 4% or $673,242 at 6%; with 50% employer match about $673,242 at 4% or $448,828 at 6%; with 100% employer match about $504,931 at 4% or $336,621 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $3,340,331 | $80,789 | $40,395iApproximate average salary by contribution assumption: employee only about $1,009,863 at 4% or $673,242 at 6%; with 50% employer match about $673,242 at 4% or $448,828 at 6%; with 100% employer match about $504,931 at 4% or $336,621 at 6%. |
| 2023 | 1 | 2 | $2,844,297 | $79,505 | $39,753iApproximate average salary by contribution assumption: employee only about $993,813 at 4% or $662,542 at 6%; with 50% employer match about $662,542 at 4% or $441,694 at 6%; with 100% employer match about $496,906 at 4% or $331,271 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $2,844,297 | $79,505 | $39,753iApproximate average salary by contribution assumption: employee only about $993,813 at 4% or $662,542 at 6%; with 50% employer match about $662,542 at 4% or $441,694 at 6%; with 100% employer match about $496,906 at 4% or $331,271 at 6%. |
| 2022 | 1 | 2 | $2,374,784 | $74,031 | $37,016iApproximate average salary by contribution assumption: employee only about $925,388 at 4% or $616,925 at 6%; with 50% employer match about $616,925 at 4% or $411,283 at 6%; with 100% employer match about $462,694 at 4% or $308,463 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $2,374,784 | $74,031 | $37,016iApproximate average salary by contribution assumption: employee only about $925,388 at 4% or $616,925 at 6%; with 50% employer match about $616,925 at 4% or $411,283 at 6%; with 100% employer match about $462,694 at 4% or $308,463 at 6%. |
| 2021 | 1 | 2 | $2,874,005 | $71,090 | $35,545iApproximate average salary by contribution assumption: employee only about $888,625 at 4% or $592,417 at 6%; with 50% employer match about $592,417 at 4% or $394,944 at 6%; with 100% employer match about $444,313 at 4% or $296,208 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $2,874,005 | $71,090 | $35,545iApproximate average salary by contribution assumption: employee only about $888,625 at 4% or $592,417 at 6%; with 50% employer match about $592,417 at 4% or $394,944 at 6%; with 100% employer match about $444,313 at 4% or $296,208 at 6%. |
| 2020 | 1 | 2 | $2,446,409 | $69,539 | $34,770iApproximate average salary by contribution assumption: employee only about $869,238 at 4% or $579,492 at 6%; with 50% employer match about $579,492 at 4% or $386,328 at 6%; with 100% employer match about $434,619 at 4% or $289,746 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $2,446,409 | $69,539 | $34,770iApproximate average salary by contribution assumption: employee only about $869,238 at 4% or $579,492 at 6%; with 50% employer match about $579,492 at 4% or $386,328 at 6%; with 100% employer match about $434,619 at 4% or $289,746 at 6%. |
| 2019 | 1 | 2 | $1,983,322 | $67,900 | $33,950iApproximate average salary by contribution assumption: employee only about $848,750 at 4% or $565,833 at 6%; with 50% employer match about $565,833 at 4% or $377,222 at 6%; with 100% employer match about $424,375 at 4% or $282,917 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $1,983,322 | $67,900 | $33,950iApproximate average salary by contribution assumption: employee only about $848,750 at 4% or $565,833 at 6%; with 50% employer match about $565,833 at 4% or $377,222 at 6%; with 100% employer match about $424,375 at 4% or $282,917 at 6%. |
| 2018 | 1 | 2 | $1,568,932 | $66,720 | $33,360iApproximate average salary by contribution assumption: employee only about $834,000 at 4% or $556,000 at 6%; with 50% employer match about $556,000 at 4% or $370,667 at 6%; with 100% employer match about $417,000 at 4% or $278,000 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $1,568,932 | $66,720 | $33,360iApproximate average salary by contribution assumption: employee only about $834,000 at 4% or $556,000 at 6%; with 50% employer match about $556,000 at 4% or $370,667 at 6%; with 100% employer match about $417,000 at 4% or $278,000 at 6%. |
| 2017 | 1 | 2 | $1,586,160 | $65,616 | $32,808iApproximate average salary by contribution assumption: employee only about $820,200 at 4% or $546,800 at 6%; with 50% employer match about $546,800 at 4% or $364,533 at 6%; with 100% employer match about $410,100 at 4% or $273,400 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $1,586,160 | $65,616 | $32,808iApproximate average salary by contribution assumption: employee only about $820,200 at 4% or $546,800 at 6%; with 50% employer match about $546,800 at 4% or $364,533 at 6%; with 100% employer match about $410,100 at 4% or $273,400 at 6%. |
| 2016 | 1 | 2 | $1,315,085 | $64,174 | $32,087iApproximate average salary by contribution assumption: employee only about $802,175 at 4% or $534,783 at 6%; with 50% employer match about $534,783 at 4% or $356,522 at 6%; with 100% employer match about $401,088 at 4% or $267,392 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $1,315,085 | $64,174 | $32,087iApproximate average salary by contribution assumption: employee only about $802,175 at 4% or $534,783 at 6%; with 50% employer match about $534,783 at 4% or $356,522 at 6%; with 100% employer match about $401,088 at 4% or $267,392 at 6%. |
| 2015 | 1 | 2 | $1,154,513 | $63,997 | $31,999iApproximate average salary by contribution assumption: employee only about $799,963 at 4% or $533,308 at 6%; with 50% employer match about $533,308 at 4% or $355,539 at 6%; with 100% employer match about $399,981 at 4% or $266,654 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $1,154,513 | $63,997 | $31,999iApproximate average salary by contribution assumption: employee only about $799,963 at 4% or $533,308 at 6%; with 50% employer match about $533,308 at 4% or $355,539 at 6%; with 100% employer match about $399,981 at 4% or $266,654 at 6%. |
| 2014 | 1 | 2 | $1,116,194 | $62,382 | $31,191iApproximate average salary by contribution assumption: employee only about $779,775 at 4% or $519,850 at 6%; with 50% employer match about $519,850 at 4% or $346,567 at 6%; with 100% employer match about $389,888 at 4% or $259,925 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $1,116,194 | $62,382 | $31,191iApproximate average salary by contribution assumption: employee only about $779,775 at 4% or $519,850 at 6%; with 50% employer match about $519,850 at 4% or $346,567 at 6%; with 100% employer match about $389,888 at 4% or $259,925 at 6%. |
| 2013 | 1 | 2 | $1,019,922 | $61,081 | $30,541iApproximate average salary by contribution assumption: employee only about $763,513 at 4% or $509,008 at 6%; with 50% employer match about $509,008 at 4% or $339,339 at 6%; with 100% employer match about $381,756 at 4% or $254,504 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $1,019,922 | $61,081 | $30,541iApproximate average salary by contribution assumption: employee only about $763,513 at 4% or $509,008 at 6%; with 50% employer match about $509,008 at 4% or $339,339 at 6%; with 100% employer match about $381,756 at 4% or $254,504 at 6%. |
| 2012 | 1 | 2 | $836,452 | $59,889 | $29,945iApproximate average salary by contribution assumption: employee only about $748,613 at 4% or $499,075 at 6%; with 50% employer match about $499,075 at 4% or $332,717 at 6%; with 100% employer match about $374,306 at 4% or $249,538 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $836,452 | $59,889 | $29,945iApproximate average salary by contribution assumption: employee only about $748,613 at 4% or $499,075 at 6%; with 50% employer match about $499,075 at 4% or $332,717 at 6%; with 100% employer match about $374,306 at 4% or $249,538 at 6%. |
| 2011 | 1 | 2 | $705,324 | $58,752 | $29,376iApproximate average salary by contribution assumption: employee only about $734,400 at 4% or $489,600 at 6%; with 50% employer match about $489,600 at 4% or $326,400 at 6%; with 100% employer match about $367,200 at 4% or $244,800 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $705,324 | $58,752 | $29,376iApproximate average salary by contribution assumption: employee only about $734,400 at 4% or $489,600 at 6%; with 50% employer match about $489,600 at 4% or $326,400 at 6%; with 100% employer match about $367,200 at 4% or $244,800 at 6%. |
| 2010 | 1 | 2 | $658,916 | $53,231 | $26,616iApproximate average salary by contribution assumption: employee only about $665,388 at 4% or $443,592 at 6%; with 50% employer match about $443,592 at 4% or $295,728 at 6%; with 100% employer match about $332,694 at 4% or $221,796 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $658,916 | $53,231 | $26,616iApproximate average salary by contribution assumption: employee only about $665,388 at 4% or $443,592 at 6%; with 50% employer match about $443,592 at 4% or $295,728 at 6%; with 100% employer match about $332,694 at 4% or $221,796 at 6%. |
| 2009 | 1 | 2 | $519,828 | $52,845 | $26,423iApproximate average salary by contribution assumption: employee only about $660,563 at 4% or $440,375 at 6%; with 50% employer match about $440,375 at 4% or $293,583 at 6%; with 100% employer match about $330,281 at 4% or $220,188 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $519,828 | $52,845 | $26,423iApproximate average salary by contribution assumption: employee only about $660,563 at 4% or $440,375 at 6%; with 50% employer match about $440,375 at 4% or $293,583 at 6%; with 100% employer match about $330,281 at 4% or $220,188 at 6%. |
| 2008 | 1 | 2 | $382,890 | $51,749 | $25,875iApproximate average salary by contribution assumption: employee only about $646,863 at 4% or $431,242 at 6%; with 50% employer match about $431,242 at 4% or $287,494 at 6%; with 100% employer match about $323,431 at 4% or $215,621 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $382,890 | $51,749 | $25,875iApproximate average salary by contribution assumption: employee only about $646,863 at 4% or $431,242 at 6%; with 50% employer match about $431,242 at 4% or $287,494 at 6%; with 100% employer match about $323,431 at 4% or $215,621 at 6%. |
| 2007 | 1 | 1 | $452,476 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 1 | $452,476 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2006 | 1 | 1 | $382,249 | $45,167 | $45,167iApproximate average salary by contribution assumption: employee only about $1,129,175 at 4% or $752,783 at 6%; with 50% employer match about $752,783 at 4% or $501,856 at 6%; with 100% employer match about $564,588 at 4% or $376,392 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 1 | $382,249 | $45,167 | $45,167iApproximate average salary by contribution assumption: employee only about $1,129,175 at 4% or $752,783 at 6%; with 50% employer match about $752,783 at 4% or $501,856 at 6%; with 100% employer match about $564,588 at 4% or $376,392 at 6%. |
| 2005 | 1 | 2 | $338,246 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $338,246 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2004 | 1 | 2 | $268,328 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $268,328 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| 2003 | 1 | 2 | $196,653 | $48,405 | $24,203iApproximate average salary by contribution assumption: employee only about $605,063 at 4% or $403,375 at 6%; with 50% employer match about $403,375 at 4% or $268,917 at 6%; with 100% employer match about $302,531 at 4% or $201,688 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $196,653 | $48,405 | $24,203iApproximate average salary by contribution assumption: employee only about $605,063 at 4% or $403,375 at 6%; with 50% employer match about $403,375 at 4% or $268,917 at 6%; with 100% employer match about $302,531 at 4% or $201,688 at 6%. |
| 2002 | 1 | 2 | $123,636 | $47,367 | $23,684iApproximate average salary by contribution assumption: employee only about $592,088 at 4% or $394,725 at 6%; with 50% employer match about $394,725 at 4% or $263,150 at 6%; with 100% employer match about $296,044 at 4% or $197,363 at 6%. |
| Margel Wealth Management Profit Sharing Plan | - | 2 | $123,636 | $47,367 | $23,684iApproximate average salary by contribution assumption: employee only about $592,088 at 4% or $394,725 at 6%; with 50% employer match about $394,725 at 4% or $263,150 at 6%; with 100% employer match about $296,044 at 4% or $197,363 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Margel Wealth Management Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Margel Wealth Management Profit Sharing Plan | - | 2 | - | - | - |