Civic Intelligence

Dr. Joni R Marcus and Associates

Plan context: Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan

EIN 23-3056351 • Philadelphia, PA • 24 filings • 7 plans

7215 Passyunk AvePhiladelphia, PA 19142-1525
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,237,691

2024 Contributions

$61,023

Historical Graphs

Total Assets Over Time

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

$2,237,691$1,118,846$0200220142024YearValue
$2,237,691Latest year 2024

Participants Over Time

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

1890200220132024YearValue
12Latest 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
2024112$2,237,691$61,023$5,085iApproximate average salary by contribution assumption: employee only about $127,131 at 4% or $84,754 at 6%; with 50% employer match about $84,754 at 4% or $56,503 at 6%; with 100% employer match about $63,566 at 4% or $42,377 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-12$2,237,691$61,023$5,085iApproximate average salary by contribution assumption: employee only about $127,131 at 4% or $84,754 at 6%; with 50% employer match about $84,754 at 4% or $56,503 at 6%; with 100% employer match about $63,566 at 4% or $42,377 at 6%.
2023113$1,947,745$98,319$7,563iApproximate average salary by contribution assumption: employee only about $189,075 at 4% or $126,050 at 6%; with 50% employer match about $126,050 at 4% or $84,033 at 6%; with 100% employer match about $94,538 at 4% or $63,025 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-13$1,947,745$98,319$7,563iApproximate average salary by contribution assumption: employee only about $189,075 at 4% or $126,050 at 6%; with 50% employer match about $126,050 at 4% or $84,033 at 6%; with 100% employer match about $94,538 at 4% or $63,025 at 6%.
2022113$1,559,305$92,189$7,091iApproximate average salary by contribution assumption: employee only about $177,287 at 4% or $118,191 at 6%; with 50% employer match about $118,191 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,096 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-13$1,559,305$92,189$7,091iApproximate average salary by contribution assumption: employee only about $177,287 at 4% or $118,191 at 6%; with 50% employer match about $118,191 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,096 at 6%.
2021113$1,912,750$98,265$7,559iApproximate average salary by contribution assumption: employee only about $188,971 at 4% or $125,981 at 6%; with 50% employer match about $125,981 at 4% or $83,987 at 6%; with 100% employer match about $94,486 at 4% or $62,990 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-13$1,912,750$98,265$7,559iApproximate average salary by contribution assumption: employee only about $188,971 at 4% or $125,981 at 6%; with 50% employer match about $125,981 at 4% or $83,987 at 6%; with 100% employer match about $94,486 at 4% or $62,990 at 6%.
2020112$1,586,420$55,850$4,654iApproximate average salary by contribution assumption: employee only about $116,354 at 4% or $77,569 at 6%; with 50% employer match about $77,569 at 4% or $51,713 at 6%; with 100% employer match about $58,177 at 4% or $38,785 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-12$1,586,420$55,850$4,654iApproximate average salary by contribution assumption: employee only about $116,354 at 4% or $77,569 at 6%; with 50% employer match about $77,569 at 4% or $51,713 at 6%; with 100% employer match about $58,177 at 4% or $38,785 at 6%.
2019112$1,318,105$115,709$9,642iApproximate average salary by contribution assumption: employee only about $241,060 at 4% or $160,707 at 6%; with 50% employer match about $160,707 at 4% or $107,138 at 6%; with 100% employer match about $120,530 at 4% or $80,353 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-12$1,318,105$115,709$9,642iApproximate average salary by contribution assumption: employee only about $241,060 at 4% or $160,707 at 6%; with 50% employer match about $160,707 at 4% or $107,138 at 6%; with 100% employer match about $120,530 at 4% or $80,353 at 6%.
2018118$1,101,185$91,151$5,064iApproximate average salary by contribution assumption: employee only about $126,599 at 4% or $84,399 at 6%; with 50% employer match about $84,399 at 4% or $56,266 at 6%; with 100% employer match about $63,299 at 4% or $42,200 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-18$1,101,185$91,151$5,064iApproximate average salary by contribution assumption: employee only about $126,599 at 4% or $84,399 at 6%; with 50% employer match about $84,399 at 4% or $56,266 at 6%; with 100% employer match about $63,299 at 4% or $42,200 at 6%.
2017216$1,950,137$100,946$6,309iApproximate average salary by contribution assumption: employee only about $157,728 at 4% or $105,152 at 6%; with 50% employer match about $105,152 at 4% or $70,101 at 6%; with 100% employer match about $78,864 at 4% or $52,576 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-0$975,069$50,473-
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-16$975,068$50,473$3,155iApproximate average salary by contribution assumption: employee only about $78,864 at 4% or $52,576 at 6%; with 50% employer match about $52,576 at 4% or $35,051 at 6%; with 100% employer match about $39,432 at 4% or $26,288 at 6%.
2016118$982,332$60,069$3,337iApproximate average salary by contribution assumption: employee only about $83,429 at 4% or $55,619 at 6%; with 50% employer match about $55,619 at 4% or $37,080 at 6%; with 100% employer match about $41,715 at 4% or $27,810 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-18$982,332$60,069$3,337iApproximate average salary by contribution assumption: employee only about $83,429 at 4% or $55,619 at 6%; with 50% employer match about $55,619 at 4% or $37,080 at 6%; with 100% employer match about $41,715 at 4% or $27,810 at 6%.
2015118$914,052$68,265$3,793iApproximate average salary by contribution assumption: employee only about $94,813 at 4% or $63,208 at 6%; with 50% employer match about $63,208 at 4% or $42,139 at 6%; with 100% employer match about $47,406 at 4% or $31,604 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-18$914,052$68,265$3,793iApproximate average salary by contribution assumption: employee only about $94,813 at 4% or $63,208 at 6%; with 50% employer match about $63,208 at 4% or $42,139 at 6%; with 100% employer match about $47,406 at 4% or $31,604 at 6%.
2014118$852,429$40,422$2,246iApproximate average salary by contribution assumption: employee only about $56,142 at 4% or $37,428 at 6%; with 50% employer match about $37,428 at 4% or $24,952 at 6%; with 100% employer match about $28,071 at 4% or $18,714 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-18$852,429$40,422$2,246iApproximate average salary by contribution assumption: employee only about $56,142 at 4% or $37,428 at 6%; with 50% employer match about $37,428 at 4% or $24,952 at 6%; with 100% employer match about $28,071 at 4% or $18,714 at 6%.
2013115$783,915$45,460$3,031iApproximate average salary by contribution assumption: employee only about $75,767 at 4% or $50,511 at 6%; with 50% employer match about $50,511 at 4% or $33,674 at 6%; with 100% employer match about $37,883 at 4% or $25,256 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-15$783,915$45,460$3,031iApproximate average salary by contribution assumption: employee only about $75,767 at 4% or $50,511 at 6%; with 50% employer match about $50,511 at 4% or $33,674 at 6%; with 100% employer match about $37,883 at 4% or $25,256 at 6%.
2012116$658,265$69,041$4,315iApproximate average salary by contribution assumption: employee only about $107,877 at 4% or $71,918 at 6%; with 50% employer match about $71,918 at 4% or $47,945 at 6%; with 100% employer match about $53,938 at 4% or $35,959 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-16$658,265$69,041$4,315iApproximate average salary by contribution assumption: employee only about $107,877 at 4% or $71,918 at 6%; with 50% employer match about $71,918 at 4% or $47,945 at 6%; with 100% employer match about $53,938 at 4% or $35,959 at 6%.
2011114$534,017$56,382$4,027iApproximate average salary by contribution assumption: employee only about $100,682 at 4% or $67,121 at 6%; with 50% employer match about $67,121 at 4% or $44,748 at 6%; with 100% employer match about $50,341 at 4% or $33,561 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-14$534,017$56,382$4,027iApproximate average salary by contribution assumption: employee only about $100,682 at 4% or $67,121 at 6%; with 50% employer match about $67,121 at 4% or $44,748 at 6%; with 100% employer match about $50,341 at 4% or $33,561 at 6%.
2010113$507,979$88,586$6,814iApproximate average salary by contribution assumption: employee only about $170,358 at 4% or $113,572 at 6%; with 50% employer match about $113,572 at 4% or $75,715 at 6%; with 100% employer match about $85,179 at 4% or $56,786 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-13$507,979$88,586$6,814iApproximate average salary by contribution assumption: employee only about $170,358 at 4% or $113,572 at 6%; with 50% employer match about $113,572 at 4% or $75,715 at 6%; with 100% employer match about $85,179 at 4% or $56,786 at 6%.
200918$392,168$150,896$18,862iApproximate average salary by contribution assumption: employee only about $471,550 at 4% or $314,367 at 6%; with 50% employer match about $314,367 at 4% or $209,578 at 6%; with 100% employer match about $235,775 at 4% or $157,183 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-8$392,168$150,896$18,862iApproximate average salary by contribution assumption: employee only about $471,550 at 4% or $314,367 at 6%; with 50% employer match about $314,367 at 4% or $209,578 at 6%; with 100% employer match about $235,775 at 4% or $157,183 at 6%.
2008116$176,730$40,412$2,526iApproximate average salary by contribution assumption: employee only about $63,144 at 4% or $42,096 at 6%; with 50% employer match about $42,096 at 4% or $28,064 at 6%; with 100% employer match about $31,572 at 4% or $21,048 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-16$176,730$40,412$2,526iApproximate average salary by contribution assumption: employee only about $63,144 at 4% or $42,096 at 6%; with 50% employer match about $42,096 at 4% or $28,064 at 6%; with 100% employer match about $31,572 at 4% or $21,048 at 6%.
200719$0$0-
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-9---
200618$112,255$30,100$3,763iApproximate average salary by contribution assumption: employee only about $94,063 at 4% or $62,708 at 6%; with 50% employer match about $62,708 at 4% or $41,806 at 6%; with 100% employer match about $47,031 at 4% or $31,354 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-8$112,255$30,100$3,763iApproximate average salary by contribution assumption: employee only about $94,063 at 4% or $62,708 at 6%; with 50% employer match about $62,708 at 4% or $41,806 at 6%; with 100% employer match about $47,031 at 4% or $31,354 at 6%.
200516$74,943$25,083$4,181iApproximate average salary by contribution assumption: employee only about $104,513 at 4% or $69,675 at 6%; with 50% employer match about $69,675 at 4% or $46,450 at 6%; with 100% employer match about $52,256 at 4% or $34,838 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-6$74,943$25,083$4,181iApproximate average salary by contribution assumption: employee only about $104,513 at 4% or $69,675 at 6%; with 50% employer match about $69,675 at 4% or $46,450 at 6%; with 100% employer match about $52,256 at 4% or $34,838 at 6%.
2004110$51,813$17,780$1,778iApproximate average salary by contribution assumption: employee only about $44,450 at 4% or $29,633 at 6%; with 50% employer match about $29,633 at 4% or $19,756 at 6%; with 100% employer match about $22,225 at 4% or $14,817 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-10$51,813$17,780$1,778iApproximate average salary by contribution assumption: employee only about $44,450 at 4% or $29,633 at 6%; with 50% employer match about $29,633 at 4% or $19,756 at 6%; with 100% employer match about $22,225 at 4% or $14,817 at 6%.
200315$37,589$32,556$6,511iApproximate average salary by contribution assumption: employee only about $162,780 at 4% or $108,520 at 6%; with 50% employer match about $108,520 at 4% or $72,347 at 6%; with 100% employer match about $81,390 at 4% or $54,260 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-5$37,589$32,556$6,511iApproximate average salary by contribution assumption: employee only about $162,780 at 4% or $108,520 at 6%; with 50% employer match about $108,520 at 4% or $72,347 at 6%; with 100% employer match about $81,390 at 4% or $54,260 at 6%.
200213$12,117$12,833$4,278iApproximate average salary by contribution assumption: employee only about $106,942 at 4% or $71,294 at 6%; with 50% employer match about $71,294 at 4% or $47,530 at 6%; with 100% employer match about $53,471 at 4% or $35,647 at 6%.
Dr. Joni R Marcus and Associates 401(K) Profit Sharing Plan-3$12,117$12,833$4,278iApproximate average salary by contribution assumption: employee only about $106,942 at 4% or $71,294 at 6%; with 50% employer match about $71,294 at 4% or $47,530 at 6%; with 100% employer match about $53,471 at 4% or $35,647 at 6%.