Civic Intelligence

DANIEL L MARKS INCORPORATED

Plan context: DANIEL L MARKS INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 27-3906315 • Pleasanton, CA • 14 filings • 5 plans

440 Boulder CT Ste 400Pleasanton, CA 94566-8313
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$428,459

2025 Contributions

$63,187

Historical Graphs

Total Assets Over Time

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

$428,459$214,230$0201220182025YearValue
$428,459Latest year 2025

Participants Over Time

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

1790201220182025YearValue
17Latest 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
2025117$428,459$63,187$3,717iApproximate average salary by contribution assumption: employee only about $92,922 at 4% or $61,948 at 6%; with 50% employer match about $61,948 at 4% or $41,299 at 6%; with 100% employer match about $46,461 at 4% or $30,974 at 6%.
DANIEL L MARKS INC 401(K) PROFIT SHARING PLAN & TRUST-17$428,459$63,187$3,717iApproximate average salary by contribution assumption: employee only about $92,922 at 4% or $61,948 at 6%; with 50% employer match about $61,948 at 4% or $41,299 at 6%; with 100% employer match about $46,461 at 4% or $30,974 at 6%.
2024110$336,797$42,730$4,273iApproximate average salary by contribution assumption: employee only about $106,825 at 4% or $71,217 at 6%; with 50% employer match about $71,217 at 4% or $47,478 at 6%; with 100% employer match about $53,413 at 4% or $35,608 at 6%.
DANIEL L MARKS INC 401(K) PROFIT SHARING PLAN & TRUST-10$336,797$42,730$4,273iApproximate average salary by contribution assumption: employee only about $106,825 at 4% or $71,217 at 6%; with 50% employer match about $71,217 at 4% or $47,478 at 6%; with 100% employer match about $53,413 at 4% or $35,608 at 6%.
202317$375,594$27,894$3,985iApproximate average salary by contribution assumption: employee only about $99,621 at 4% or $66,414 at 6%; with 50% employer match about $66,414 at 4% or $44,276 at 6%; with 100% employer match about $49,811 at 4% or $33,207 at 6%.
DANIEL L MARKS INC 401(K) PROFIT SHARING PLAN & TRUST-7$375,594$27,894$3,985iApproximate average salary by contribution assumption: employee only about $99,621 at 4% or $66,414 at 6%; with 50% employer match about $66,414 at 4% or $44,276 at 6%; with 100% employer match about $49,811 at 4% or $33,207 at 6%.
202210$0$15,119-
DANIEL L MARKS INC-0$0$15,119-
202115$338,490$29,802$5,960iApproximate average salary by contribution assumption: employee only about $149,010 at 4% or $99,340 at 6%; with 50% employer match about $99,340 at 4% or $66,227 at 6%; with 100% employer match about $74,505 at 4% or $49,670 at 6%.
DANIEL L MARKS INC 401(K) PROFIT SHARING PLAN & TRUST-5$338,490$29,802$5,960iApproximate average salary by contribution assumption: employee only about $149,010 at 4% or $99,340 at 6%; with 50% employer match about $99,340 at 4% or $66,227 at 6%; with 100% employer match about $74,505 at 4% or $49,670 at 6%.
202015$268,037$25,387$5,077iApproximate average salary by contribution assumption: employee only about $126,935 at 4% or $84,623 at 6%; with 50% employer match about $84,623 at 4% or $56,416 at 6%; with 100% employer match about $63,467 at 4% or $42,312 at 6%.
DANIEL L MARKS INC 401(K) PROFIT SHARING PLAN & TRUST-5$268,037$25,387$5,077iApproximate average salary by contribution assumption: employee only about $126,935 at 4% or $84,623 at 6%; with 50% employer match about $84,623 at 4% or $56,416 at 6%; with 100% employer match about $63,467 at 4% or $42,312 at 6%.
201915$209,885$46,379$9,276iApproximate average salary by contribution assumption: employee only about $231,895 at 4% or $154,597 at 6%; with 50% employer match about $154,597 at 4% or $103,064 at 6%; with 100% employer match about $115,947 at 4% or $77,298 at 6%.
DANIEL L MARKS INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST-5$209,885$46,379$9,276iApproximate average salary by contribution assumption: employee only about $231,895 at 4% or $154,597 at 6%; with 50% employer match about $154,597 at 4% or $103,064 at 6%; with 100% employer match about $115,947 at 4% or $77,298 at 6%.
201815$133,238$0-
DANIEL L MARKS INCORPORATED 401 K PROFIT SHARING PLAN TRUST-5$133,238$0-
201715$143,938$3,415$683iApproximate average salary by contribution assumption: employee only about $17,075 at 4% or $11,383 at 6%; with 50% employer match about $11,383 at 4% or $7,589 at 6%; with 100% employer match about $8,538 at 4% or $5,692 at 6%.
DANIEL L MARKS INCORPORATED 401 K PROFIT SHARING PLAN TRUST-5$143,938$3,415$683iApproximate average salary by contribution assumption: employee only about $17,075 at 4% or $11,383 at 6%; with 50% employer match about $11,383 at 4% or $7,589 at 6%; with 100% employer match about $8,538 at 4% or $5,692 at 6%.
201615$130,156$28,932$5,786iApproximate average salary by contribution assumption: employee only about $144,660 at 4% or $96,440 at 6%; with 50% employer match about $96,440 at 4% or $64,293 at 6%; with 100% employer match about $72,330 at 4% or $48,220 at 6%.
DANIEL L MARKS INCORPORATED 401 K PROFIT SHARING PLAN TRUST-5$130,156$28,932$5,786iApproximate average salary by contribution assumption: employee only about $144,660 at 4% or $96,440 at 6%; with 50% employer match about $96,440 at 4% or $64,293 at 6%; with 100% employer match about $72,330 at 4% or $48,220 at 6%.
201515$93,217$18,317$3,663iApproximate average salary by contribution assumption: employee only about $91,585 at 4% or $61,057 at 6%; with 50% employer match about $61,057 at 4% or $40,704 at 6%; with 100% employer match about $45,793 at 4% or $30,528 at 6%.
DANIEL L MARKS INCORPORATED 401 K PROFIT SHARING PLAN TRUST-5$93,217$18,317$3,663iApproximate average salary by contribution assumption: employee only about $91,585 at 4% or $61,057 at 6%; with 50% employer match about $61,057 at 4% or $40,704 at 6%; with 100% employer match about $45,793 at 4% or $30,528 at 6%.
201414$81,491$24,494$6,124iApproximate average salary by contribution assumption: employee only about $153,088 at 4% or $102,058 at 6%; with 50% employer match about $102,058 at 4% or $68,039 at 6%; with 100% employer match about $76,544 at 4% or $51,029 at 6%.
DANIEL L MARKS INCORPORATED 401 K PROFIT SHARING PLAN TRUST-4$81,491$24,494$6,124iApproximate average salary by contribution assumption: employee only about $153,088 at 4% or $102,058 at 6%; with 50% employer match about $102,058 at 4% or $68,039 at 6%; with 100% employer match about $76,544 at 4% or $51,029 at 6%.
201315$59,799$25,235$5,047iApproximate average salary by contribution assumption: employee only about $126,175 at 4% or $84,117 at 6%; with 50% employer match about $84,117 at 4% or $56,078 at 6%; with 100% employer match about $63,088 at 4% or $42,058 at 6%.
DANIEL L MARKS INCORPORATED 401 K PROFIT SHARING PLAN TRUST-5$59,799$25,235$5,047iApproximate average salary by contribution assumption: employee only about $126,175 at 4% or $84,117 at 6%; with 50% employer match about $84,117 at 4% or $56,078 at 6%; with 100% employer match about $63,088 at 4% or $42,058 at 6%.
201215$49,269$40,223$8,045iApproximate average salary by contribution assumption: employee only about $201,115 at 4% or $134,077 at 6%; with 50% employer match about $134,077 at 4% or $89,384 at 6%; with 100% employer match about $100,558 at 4% or $67,038 at 6%.
DANIEL L MARKS INCORPORATED 401 K PROFIT SHARING PLAN TRUST-5$49,269$40,223$8,045iApproximate average salary by contribution assumption: employee only about $201,115 at 4% or $134,077 at 6%; with 50% employer match about $134,077 at 4% or $89,384 at 6%; with 100% employer match about $100,558 at 4% or $67,038 at 6%.