Margolin & Associates Inc
Plan context: Margolin & Associates Inc 401(K) Profit Sharing Pln & Trust
EIN 34-1863851 • Cleveland Heights, OH • 7 filings • 5 plans
Current Snapshot
Latest Year
2009
2009 Participants
5
2009 Assets
$271,717
2009 Contributions
$35,054
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 |
|---|---|---|---|---|---|
| 2009 | 4 | 5 | $271,717 | $35,054 | $7,011iApproximate average salary by contribution assumption: employee only about $175,270 at 4% or $116,847 at 6%; with 50% employer match about $116,847 at 4% or $77,898 at 6%; with 100% employer match about $87,635 at 4% or $58,423 at 6%. |
| Margolin & Associates Inc 401(K) Profit Sharing Pln & Trust | - | 2 | $143,158 | $16,873 | $8,437iApproximate average salary by contribution assumption: employee only about $210,913 at 4% or $140,608 at 6%; with 50% employer match about $140,608 at 4% or $93,739 at 6%; with 100% employer match about $105,456 at 4% or $70,304 at 6%. |
| Margolin & Associates Inc 401(K) Profit Sharing Pln & Trust | - | 4 | $128,559 | $18,181 | $4,545iApproximate average salary by contribution assumption: employee only about $113,631 at 4% or $75,754 at 6%; with 50% employer match about $75,754 at 4% or $50,503 at 6%; with 100% employer match about $56,816 at 4% or $37,877 at 6%. |
| Margolin & Associates Inc 401(K) Profit Sharing Pln & Trust | - | 5 | - | - | - |
| Margolin & Associates Inc 401(K) Profit Sharing Pln & Trust | - | 4 | - | - | - |
| 2005 | 1 | 3 | $103,007 | $27,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Margolin & Associates Inc 401(K) Profit Sharing Pln & Trust | - | 3 | $103,007 | $27,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2004 | 1 | 3 | $67,505 | $29,329 | $9,776iApproximate average salary by contribution assumption: employee only about $244,408 at 4% or $162,939 at 6%; with 50% employer match about $162,939 at 4% or $108,626 at 6%; with 100% employer match about $122,204 at 4% or $81,469 at 6%. |
| Margolin & Associates Inc 401(K) Profit Sharing Pln & Trust | - | 3 | $67,505 | $29,329 | $9,776iApproximate average salary by contribution assumption: employee only about $244,408 at 4% or $162,939 at 6%; with 50% employer match about $162,939 at 4% or $108,626 at 6%; with 100% employer match about $122,204 at 4% or $81,469 at 6%. |
| 2003 | 1 | 3 | $31,361 | $26,443 | $8,814iApproximate average salary by contribution assumption: employee only about $220,358 at 4% or $146,906 at 6%; with 50% employer match about $146,906 at 4% or $97,937 at 6%; with 100% employer match about $110,179 at 4% or $73,453 at 6%. |
| Margolin & Associates Inc 401(K) Profit Sharing Pln & Trust | - | 3 | $31,361 | $26,443 | $8,814iApproximate average salary by contribution assumption: employee only about $220,358 at 4% or $146,906 at 6%; with 50% employer match about $146,906 at 4% or $97,937 at 6%; with 100% employer match about $110,179 at 4% or $73,453 at 6%. |