Civic Intelligence

Markowitz & Richman

Plan context: Markowitz & Richman Profit Sharing 401(K) Plan

EIN 23-2111581 • Philadelphia, PA • 31 filings • 6 plans

123 South Broad StreetSuite 2020Philadelphia, PA 19109
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$14,710,365

2025 Contributions

$264,781

Historical Graphs

Total Assets Over Time

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

$14,710,365$7,355,183$0199920132025YearValue
$14,710,365Latest year 2025

Participants Over Time

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

25130199920122025YearValue
14Latest 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
2025114$14,710,365$264,781$18,913iApproximate average salary by contribution assumption: employee only about $472,823 at 4% or $315,215 at 6%; with 50% employer match about $315,215 at 4% or $210,144 at 6%; with 100% employer match about $236,412 at 4% or $157,608 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-14$14,710,365$264,781$18,913iApproximate average salary by contribution assumption: employee only about $472,823 at 4% or $315,215 at 6%; with 50% employer match about $315,215 at 4% or $210,144 at 6%; with 100% employer match about $236,412 at 4% or $157,608 at 6%.
2024116$13,361,071$282,988$17,687iApproximate average salary by contribution assumption: employee only about $442,169 at 4% or $294,779 at 6%; with 50% employer match about $294,779 at 4% or $196,519 at 6%; with 100% employer match about $221,084 at 4% or $147,390 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-16$13,361,071$282,988$17,687iApproximate average salary by contribution assumption: employee only about $442,169 at 4% or $294,779 at 6%; with 50% employer match about $294,779 at 4% or $196,519 at 6%; with 100% employer match about $221,084 at 4% or $147,390 at 6%.
2023116$12,124,035$286,770$17,923iApproximate average salary by contribution assumption: employee only about $448,078 at 4% or $298,719 at 6%; with 50% employer match about $298,719 at 4% or $199,146 at 6%; with 100% employer match about $224,039 at 4% or $149,359 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-16$12,124,035$286,770$17,923iApproximate average salary by contribution assumption: employee only about $448,078 at 4% or $298,719 at 6%; with 50% employer match about $298,719 at 4% or $199,146 at 6%; with 100% employer match about $224,039 at 4% or $149,359 at 6%.
2022116$10,474,837$295,847$18,490iApproximate average salary by contribution assumption: employee only about $462,261 at 4% or $308,174 at 6%; with 50% employer match about $308,174 at 4% or $205,449 at 6%; with 100% employer match about $231,130 at 4% or $154,087 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-16$10,474,837$295,847$18,490iApproximate average salary by contribution assumption: employee only about $462,261 at 4% or $308,174 at 6%; with 50% employer match about $308,174 at 4% or $205,449 at 6%; with 100% employer match about $231,130 at 4% or $154,087 at 6%.
2021118$13,249,955$274,528$15,252iApproximate average salary by contribution assumption: employee only about $381,289 at 4% or $254,193 at 6%; with 50% employer match about $254,193 at 4% or $169,462 at 6%; with 100% employer match about $190,644 at 4% or $127,096 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-18$13,249,955$274,528$15,252iApproximate average salary by contribution assumption: employee only about $381,289 at 4% or $254,193 at 6%; with 50% employer match about $254,193 at 4% or $169,462 at 6%; with 100% employer match about $190,644 at 4% or $127,096 at 6%.
2020118$12,649,622$289,555$16,086iApproximate average salary by contribution assumption: employee only about $402,160 at 4% or $268,106 at 6%; with 50% employer match about $268,106 at 4% or $178,738 at 6%; with 100% employer match about $201,080 at 4% or $134,053 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-18$12,649,622$289,555$16,086iApproximate average salary by contribution assumption: employee only about $402,160 at 4% or $268,106 at 6%; with 50% employer match about $268,106 at 4% or $178,738 at 6%; with 100% employer match about $201,080 at 4% or $134,053 at 6%.
2019119$11,055,158$302,561$15,924iApproximate average salary by contribution assumption: employee only about $398,107 at 4% or $265,404 at 6%; with 50% employer match about $265,404 at 4% or $176,936 at 6%; with 100% employer match about $199,053 at 4% or $132,702 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-19$11,055,158$302,561$15,924iApproximate average salary by contribution assumption: employee only about $398,107 at 4% or $265,404 at 6%; with 50% employer match about $265,404 at 4% or $176,936 at 6%; with 100% employer match about $199,053 at 4% or $132,702 at 6%.
2018120$8,985,797$296,062$14,803iApproximate average salary by contribution assumption: employee only about $370,078 at 4% or $246,718 at 6%; with 50% employer match about $246,718 at 4% or $164,479 at 6%; with 100% employer match about $185,039 at 4% or $123,359 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-20$8,985,797$296,062$14,803iApproximate average salary by contribution assumption: employee only about $370,078 at 4% or $246,718 at 6%; with 50% employer match about $246,718 at 4% or $164,479 at 6%; with 100% employer match about $185,039 at 4% or $123,359 at 6%.
2017120$9,478,339$332,851$16,643iApproximate average salary by contribution assumption: employee only about $416,064 at 4% or $277,376 at 6%; with 50% employer match about $277,376 at 4% or $184,917 at 6%; with 100% employer match about $208,032 at 4% or $138,688 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-20$9,478,339$332,851$16,643iApproximate average salary by contribution assumption: employee only about $416,064 at 4% or $277,376 at 6%; with 50% employer match about $277,376 at 4% or $184,917 at 6%; with 100% employer match about $208,032 at 4% or $138,688 at 6%.
2016120$8,063,460$286,308$14,315iApproximate average salary by contribution assumption: employee only about $357,885 at 4% or $238,590 at 6%; with 50% employer match about $238,590 at 4% or $159,060 at 6%; with 100% employer match about $178,943 at 4% or $119,295 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-20$8,063,460$286,308$14,315iApproximate average salary by contribution assumption: employee only about $357,885 at 4% or $238,590 at 6%; with 50% employer match about $238,590 at 4% or $159,060 at 6%; with 100% employer match about $178,943 at 4% or $119,295 at 6%.
2015120$8,489,732$233,219$11,661iApproximate average salary by contribution assumption: employee only about $291,524 at 4% or $194,349 at 6%; with 50% employer match about $194,349 at 4% or $129,566 at 6%; with 100% employer match about $145,762 at 4% or $97,175 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-20$8,489,732$233,219$11,661iApproximate average salary by contribution assumption: employee only about $291,524 at 4% or $194,349 at 6%; with 50% employer match about $194,349 at 4% or $129,566 at 6%; with 100% employer match about $145,762 at 4% or $97,175 at 6%.
2014125$9,526,205$231,548$9,262iApproximate average salary by contribution assumption: employee only about $231,548 at 4% or $154,365 at 6%; with 50% employer match about $154,365 at 4% or $102,910 at 6%; with 100% employer match about $115,774 at 4% or $77,183 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-25$9,526,205$231,548$9,262iApproximate average salary by contribution assumption: employee only about $231,548 at 4% or $154,365 at 6%; with 50% employer match about $154,365 at 4% or $102,910 at 6%; with 100% employer match about $115,774 at 4% or $77,183 at 6%.
2013124$9,296,988$203,205$8,467iApproximate average salary by contribution assumption: employee only about $211,672 at 4% or $141,115 at 6%; with 50% employer match about $141,115 at 4% or $94,076 at 6%; with 100% employer match about $105,836 at 4% or $70,557 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-24$9,296,988$203,205$8,467iApproximate average salary by contribution assumption: employee only about $211,672 at 4% or $141,115 at 6%; with 50% employer match about $141,115 at 4% or $94,076 at 6%; with 100% employer match about $105,836 at 4% or $70,557 at 6%.
2012125$7,787,606$204,019$8,161iApproximate average salary by contribution assumption: employee only about $204,019 at 4% or $136,013 at 6%; with 50% employer match about $136,013 at 4% or $90,675 at 6%; with 100% employer match about $102,010 at 4% or $68,006 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-25$7,787,606$204,019$8,161iApproximate average salary by contribution assumption: employee only about $204,019 at 4% or $136,013 at 6%; with 50% employer match about $136,013 at 4% or $90,675 at 6%; with 100% employer match about $102,010 at 4% or $68,006 at 6%.
2011124$7,009,665$217,156$9,048iApproximate average salary by contribution assumption: employee only about $226,204 at 4% or $150,803 at 6%; with 50% employer match about $150,803 at 4% or $100,535 at 6%; with 100% employer match about $113,102 at 4% or $75,401 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-24$7,009,665$217,156$9,048iApproximate average salary by contribution assumption: employee only about $226,204 at 4% or $150,803 at 6%; with 50% employer match about $150,803 at 4% or $100,535 at 6%; with 100% employer match about $113,102 at 4% or $75,401 at 6%.
2010123$7,256,599$238,412$10,366iApproximate average salary by contribution assumption: employee only about $259,143 at 4% or $172,762 at 6%; with 50% employer match about $172,762 at 4% or $115,175 at 6%; with 100% employer match about $129,572 at 4% or $86,381 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-23$7,256,599$238,412$10,366iApproximate average salary by contribution assumption: employee only about $259,143 at 4% or $172,762 at 6%; with 50% employer match about $172,762 at 4% or $115,175 at 6%; with 100% employer match about $129,572 at 4% or $86,381 at 6%.
2009123$6,334,141$236,480$10,282iApproximate average salary by contribution assumption: employee only about $257,043 at 4% or $171,362 at 6%; with 50% employer match about $171,362 at 4% or $114,242 at 6%; with 100% employer match about $128,522 at 4% or $85,681 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-23$6,334,141$236,480$10,282iApproximate average salary by contribution assumption: employee only about $257,043 at 4% or $171,362 at 6%; with 50% employer match about $171,362 at 4% or $114,242 at 6%; with 100% employer match about $128,522 at 4% or $85,681 at 6%.
2008119$4,723,827$230,924$12,154iApproximate average salary by contribution assumption: employee only about $303,847 at 4% or $202,565 at 6%; with 50% employer match about $202,565 at 4% or $135,043 at 6%; with 100% employer match about $151,924 at 4% or $101,282 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-19$4,723,827$230,924$12,154iApproximate average salary by contribution assumption: employee only about $303,847 at 4% or $202,565 at 6%; with 50% employer match about $202,565 at 4% or $135,043 at 6%; with 100% employer match about $151,924 at 4% or $101,282 at 6%.
2007119$0$0-
Markowitz & Richman Profit Sharing 401(K) Plan-19---
2006119$6,166,122$226,679$11,930iApproximate average salary by contribution assumption: employee only about $298,262 at 4% or $198,841 at 6%; with 50% employer match about $198,841 at 4% or $132,561 at 6%; with 100% employer match about $149,131 at 4% or $99,421 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-19$6,166,122$226,679$11,930iApproximate average salary by contribution assumption: employee only about $298,262 at 4% or $198,841 at 6%; with 50% employer match about $198,841 at 4% or $132,561 at 6%; with 100% employer match about $149,131 at 4% or $99,421 at 6%.
2005117$5,482,358$230,578$13,563iApproximate average salary by contribution assumption: employee only about $339,085 at 4% or $226,057 at 6%; with 50% employer match about $226,057 at 4% or $150,705 at 6%; with 100% employer match about $169,543 at 4% or $113,028 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-17$5,482,358$230,578$13,563iApproximate average salary by contribution assumption: employee only about $339,085 at 4% or $226,057 at 6%; with 50% employer match about $226,057 at 4% or $150,705 at 6%; with 100% employer match about $169,543 at 4% or $113,028 at 6%.
2004118$5,039,200$189,747$10,542iApproximate average salary by contribution assumption: employee only about $263,538 at 4% or $175,692 at 6%; with 50% employer match about $175,692 at 4% or $117,128 at 6%; with 100% employer match about $131,769 at 4% or $87,846 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-18$5,039,200$189,747$10,542iApproximate average salary by contribution assumption: employee only about $263,538 at 4% or $175,692 at 6%; with 50% employer match about $175,692 at 4% or $117,128 at 6%; with 100% employer match about $131,769 at 4% or $87,846 at 6%.
2003219$4,425,075$175,154$9,219iApproximate average salary by contribution assumption: employee only about $230,466 at 4% or $153,644 at 6%; with 50% employer match about $153,644 at 4% or $102,429 at 6%; with 100% employer match about $115,233 at 4% or $76,822 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-19$4,425,075$46,916$2,469iApproximate average salary by contribution assumption: employee only about $61,732 at 4% or $41,154 at 6%; with 50% employer match about $41,154 at 4% or $27,436 at 6%; with 100% employer match about $30,866 at 4% or $20,577 at 6%.
Markowitz & Richman 401K Plan-0-$128,238-
2002219$3,569,028$151,769$7,988iApproximate average salary by contribution assumption: employee only about $199,696 at 4% or $133,131 at 6%; with 50% employer match about $133,131 at 4% or $88,754 at 6%; with 100% employer match about $99,848 at 4% or $66,565 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-19$3,027,122$40,000$2,105iApproximate average salary by contribution assumption: employee only about $52,632 at 4% or $35,088 at 6%; with 50% employer match about $35,088 at 4% or $23,392 at 6%; with 100% employer match about $26,316 at 4% or $17,544 at 6%.
Markowitz & Richman 401K Plan-19$541,906$111,769$5,883iApproximate average salary by contribution assumption: employee only about $147,064 at 4% or $98,043 at 6%; with 50% employer match about $98,043 at 4% or $65,362 at 6%; with 100% employer match about $73,532 at 4% or $49,021 at 6%.
2001220$3,993,924$166,154$8,308iApproximate average salary by contribution assumption: employee only about $207,693 at 4% or $138,462 at 6%; with 50% employer match about $138,462 at 4% or $92,308 at 6%; with 100% employer match about $103,846 at 4% or $69,231 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-20$3,471,710$40,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Markowitz & Richman 401K Plan-18$522,214$126,154$7,009iApproximate average salary by contribution assumption: employee only about $175,214 at 4% or $116,809 at 6%; with 50% employer match about $116,809 at 4% or $77,873 at 6%; with 100% employer match about $87,607 at 4% or $58,405 at 6%.
2000218$474,322$107,042$5,947iApproximate average salary by contribution assumption: employee only about $148,669 at 4% or $99,113 at 6%; with 50% employer match about $99,113 at 4% or $66,075 at 6%; with 100% employer match about $74,335 at 4% or $49,556 at 6%.
Markowitz & Richman 401K Plan-18$474,322$107,042$5,947iApproximate average salary by contribution assumption: employee only about $148,669 at 4% or $99,113 at 6%; with 50% employer match about $99,113 at 4% or $66,075 at 6%; with 100% employer match about $74,335 at 4% or $49,556 at 6%.
Markowitz & Richman Profit Sharing 401(K) Plan-15---
1999122$424,509$196,522$8,933iApproximate average salary by contribution assumption: employee only about $223,320 at 4% or $148,880 at 6%; with 50% employer match about $148,880 at 4% or $99,254 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%.
Markowitz & Richman 401K Plan-22$424,509$196,522$8,933iApproximate average salary by contribution assumption: employee only about $223,320 at 4% or $148,880 at 6%; with 50% employer match about $148,880 at 4% or $99,254 at 6%; with 100% employer match about $111,660 at 4% or $74,440 at 6%.