Civic Intelligence

Marquee Funding Group Inc

Plan context: Marquee Funding Group 401(K) Profit Sharing Plan & Trust

EIN 27-0846850 • Calabasas, CA • 10 filings • 2 plans

24025 Park Sorrento Ste 150Calabasas, CA 91302-4004
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,264,102

2025 Contributions

$175,036

Historical Graphs

Total Assets Over Time

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

$1,264,102$632,051$0201620212025YearValue
$1,264,102Latest year 2025

Participants Over Time

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

1370201620212025YearValue
13Latest 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
2025113$1,264,102$175,036$13,464iApproximate average salary by contribution assumption: employee only about $336,608 at 4% or $224,405 at 6%; with 50% employer match about $224,405 at 4% or $149,603 at 6%; with 100% employer match about $168,304 at 4% or $112,203 at 6%.
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-13$1,264,102$175,036$13,464iApproximate average salary by contribution assumption: employee only about $336,608 at 4% or $224,405 at 6%; with 50% employer match about $224,405 at 4% or $149,603 at 6%; with 100% employer match about $168,304 at 4% or $112,203 at 6%.
2024113$960,894$133,789$10,291iApproximate average salary by contribution assumption: employee only about $257,287 at 4% or $171,524 at 6%; with 50% employer match about $171,524 at 4% or $114,350 at 6%; with 100% employer match about $128,643 at 4% or $85,762 at 6%.
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-13$960,894$133,789$10,291iApproximate average salary by contribution assumption: employee only about $257,287 at 4% or $171,524 at 6%; with 50% employer match about $171,524 at 4% or $114,350 at 6%; with 100% employer match about $128,643 at 4% or $85,762 at 6%.
2023110$710,744$92,344$9,234iApproximate average salary by contribution assumption: employee only about $230,860 at 4% or $153,907 at 6%; with 50% employer match about $153,907 at 4% or $102,604 at 6%; with 100% employer match about $115,430 at 4% or $76,953 at 6%.
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-10$710,744$92,344$9,234iApproximate average salary by contribution assumption: employee only about $230,860 at 4% or $153,907 at 6%; with 50% employer match about $153,907 at 4% or $102,604 at 6%; with 100% employer match about $115,430 at 4% or $76,953 at 6%.
2022112$551,616$0-
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-12$551,616--
202119$599,794$91,452$10,161iApproximate average salary by contribution assumption: employee only about $254,033 at 4% or $169,356 at 6%; with 50% employer match about $169,356 at 4% or $112,904 at 6%; with 100% employer match about $127,017 at 4% or $84,678 at 6%.
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-9$599,794$91,452$10,161iApproximate average salary by contribution assumption: employee only about $254,033 at 4% or $169,356 at 6%; with 50% employer match about $169,356 at 4% or $112,904 at 6%; with 100% employer match about $127,017 at 4% or $84,678 at 6%.
202018$447,115$77,635$9,704iApproximate average salary by contribution assumption: employee only about $242,609 at 4% or $161,740 at 6%; with 50% employer match about $161,740 at 4% or $107,826 at 6%; with 100% employer match about $121,305 at 4% or $80,870 at 6%.
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-8$447,115$77,635$9,704iApproximate average salary by contribution assumption: employee only about $242,609 at 4% or $161,740 at 6%; with 50% employer match about $161,740 at 4% or $107,826 at 6%; with 100% employer match about $121,305 at 4% or $80,870 at 6%.
201917$333,058$87,308$12,473iApproximate average salary by contribution assumption: employee only about $311,814 at 4% or $207,876 at 6%; with 50% employer match about $207,876 at 4% or $138,584 at 6%; with 100% employer match about $155,907 at 4% or $103,938 at 6%.
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-7$333,058$87,308$12,473iApproximate average salary by contribution assumption: employee only about $311,814 at 4% or $207,876 at 6%; with 50% employer match about $207,876 at 4% or $138,584 at 6%; with 100% employer match about $155,907 at 4% or $103,938 at 6%.
201815$219,261$64,504$12,901iApproximate average salary by contribution assumption: employee only about $322,520 at 4% or $215,013 at 6%; with 50% employer match about $215,013 at 4% or $143,342 at 6%; with 100% employer match about $161,260 at 4% or $107,507 at 6%.
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-5$219,261$64,504$12,901iApproximate average salary by contribution assumption: employee only about $322,520 at 4% or $215,013 at 6%; with 50% employer match about $215,013 at 4% or $143,342 at 6%; with 100% employer match about $161,260 at 4% or $107,507 at 6%.
201716$146,591$80,928$13,488iApproximate average salary by contribution assumption: employee only about $337,200 at 4% or $224,800 at 6%; with 50% employer match about $224,800 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-6$146,591$80,928$13,488iApproximate average salary by contribution assumption: employee only about $337,200 at 4% or $224,800 at 6%; with 50% employer match about $224,800 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
201615$57,477$57,052$11,410iApproximate average salary by contribution assumption: employee only about $285,260 at 4% or $190,173 at 6%; with 50% employer match about $190,173 at 4% or $126,782 at 6%; with 100% employer match about $142,630 at 4% or $95,087 at 6%.
Marquee Funding Group 401(K) Profit Sharing Plan & Trust-5$57,477$57,052$11,410iApproximate average salary by contribution assumption: employee only about $285,260 at 4% or $190,173 at 6%; with 50% employer match about $190,173 at 4% or $126,782 at 6%; with 100% employer match about $142,630 at 4% or $95,087 at 6%.