Civic Intelligence

MARION ASSOCIATES

Plan context: MARION ASSOCIATES 401(K) PROFIT SHARING PLAN

EIN 34-2028265 • Delray Beach, FL • 21 filings • 3 plans

131 NW First AvenueDelray Beach, FL 33444
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,538,573

2025 Contributions

$39,964

Historical Graphs

Total Assets Over Time

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

$1,538,573$769,287$0200520162025YearValue
$1,538,573Latest year 2025

Participants Over Time

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

530200520152025YearValue
3Latest 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
202513$1,538,573$39,964$13,321iApproximate average salary by contribution assumption: employee only about $333,033 at 4% or $222,022 at 6%; with 50% employer match about $222,022 at 4% or $148,015 at 6%; with 100% employer match about $166,517 at 4% or $111,011 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-3$1,538,573$39,964$13,321iApproximate average salary by contribution assumption: employee only about $333,033 at 4% or $222,022 at 6%; with 50% employer match about $222,022 at 4% or $148,015 at 6%; with 100% employer match about $166,517 at 4% or $111,011 at 6%.
202413$1,317,462$35,966$11,989iApproximate average salary by contribution assumption: employee only about $299,717 at 4% or $199,811 at 6%; with 50% employer match about $199,811 at 4% or $133,207 at 6%; with 100% employer match about $149,858 at 4% or $99,906 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-3$1,317,462$35,966$11,989iApproximate average salary by contribution assumption: employee only about $299,717 at 4% or $199,811 at 6%; with 50% employer match about $199,811 at 4% or $133,207 at 6%; with 100% employer match about $149,858 at 4% or $99,906 at 6%.
202314$1,381,396$44,707$11,177iApproximate average salary by contribution assumption: employee only about $279,419 at 4% or $186,279 at 6%; with 50% employer match about $186,279 at 4% or $124,186 at 6%; with 100% employer match about $139,709 at 4% or $93,140 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-4$1,381,396$44,707$11,177iApproximate average salary by contribution assumption: employee only about $279,419 at 4% or $186,279 at 6%; with 50% employer match about $186,279 at 4% or $124,186 at 6%; with 100% employer match about $139,709 at 4% or $93,140 at 6%.
202214$1,173,996$40,040$10,010iApproximate average salary by contribution assumption: employee only about $250,250 at 4% or $166,833 at 6%; with 50% employer match about $166,833 at 4% or $111,222 at 6%; with 100% employer match about $125,125 at 4% or $83,417 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-4$1,173,996$40,040$10,010iApproximate average salary by contribution assumption: employee only about $250,250 at 4% or $166,833 at 6%; with 50% employer match about $166,833 at 4% or $111,222 at 6%; with 100% employer match about $125,125 at 4% or $83,417 at 6%.
202114$1,336,342$38,645$9,661iApproximate average salary by contribution assumption: employee only about $241,531 at 4% or $161,021 at 6%; with 50% employer match about $161,021 at 4% or $107,347 at 6%; with 100% employer match about $120,766 at 4% or $80,510 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-4$1,336,342$38,645$9,661iApproximate average salary by contribution assumption: employee only about $241,531 at 4% or $161,021 at 6%; with 50% employer match about $161,021 at 4% or $107,347 at 6%; with 100% employer match about $120,766 at 4% or $80,510 at 6%.
202014$1,174,026$38,163$9,541iApproximate average salary by contribution assumption: employee only about $238,519 at 4% or $159,013 at 6%; with 50% employer match about $159,013 at 4% or $106,008 at 6%; with 100% employer match about $119,259 at 4% or $79,506 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-4$1,174,026$38,163$9,541iApproximate average salary by contribution assumption: employee only about $238,519 at 4% or $159,013 at 6%; with 50% employer match about $159,013 at 4% or $106,008 at 6%; with 100% employer match about $119,259 at 4% or $79,506 at 6%.
201914$995,635$35,213$8,803iApproximate average salary by contribution assumption: employee only about $220,081 at 4% or $146,721 at 6%; with 50% employer match about $146,721 at 4% or $97,814 at 6%; with 100% employer match about $110,041 at 4% or $73,360 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-4$995,635$35,213$8,803iApproximate average salary by contribution assumption: employee only about $220,081 at 4% or $146,721 at 6%; with 50% employer match about $146,721 at 4% or $97,814 at 6%; with 100% employer match about $110,041 at 4% or $73,360 at 6%.
201815$966,210$29,313$5,863iApproximate average salary by contribution assumption: employee only about $146,565 at 4% or $97,710 at 6%; with 50% employer match about $97,710 at 4% or $65,140 at 6%; with 100% employer match about $73,283 at 4% or $48,855 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-5$966,210$29,313$5,863iApproximate average salary by contribution assumption: employee only about $146,565 at 4% or $97,710 at 6%; with 50% employer match about $97,710 at 4% or $65,140 at 6%; with 100% employer match about $73,283 at 4% or $48,855 at 6%.
201715$940,687$35,723$7,145iApproximate average salary by contribution assumption: employee only about $178,615 at 4% or $119,077 at 6%; with 50% employer match about $119,077 at 4% or $79,384 at 6%; with 100% employer match about $89,308 at 4% or $59,538 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-5$940,687$35,723$7,145iApproximate average salary by contribution assumption: employee only about $178,615 at 4% or $119,077 at 6%; with 50% employer match about $119,077 at 4% or $79,384 at 6%; with 100% employer match about $89,308 at 4% or $59,538 at 6%.
201615$770,383$39,187$7,837iApproximate average salary by contribution assumption: employee only about $195,935 at 4% or $130,623 at 6%; with 50% employer match about $130,623 at 4% or $87,082 at 6%; with 100% employer match about $97,968 at 4% or $65,312 at 6%.
MARION ASSOCIATES 401(K) PROFIT SHARING PLAN-5$770,383$39,187$7,837iApproximate average salary by contribution assumption: employee only about $195,935 at 4% or $130,623 at 6%; with 50% employer match about $130,623 at 4% or $87,082 at 6%; with 100% employer match about $97,968 at 4% or $65,312 at 6%.
201513$639,119$32,722$10,907iApproximate average salary by contribution assumption: employee only about $272,683 at 4% or $181,789 at 6%; with 50% employer match about $181,789 at 4% or $121,193 at 6%; with 100% employer match about $136,342 at 4% or $90,894 at 6%.
MARION ASSOCIATES NAEF 401(K) PLAN-3$639,119$32,722$10,907iApproximate average salary by contribution assumption: employee only about $272,683 at 4% or $181,789 at 6%; with 50% employer match about $181,789 at 4% or $121,193 at 6%; with 100% employer match about $136,342 at 4% or $90,894 at 6%.
201413$620,675$31,728$10,576iApproximate average salary by contribution assumption: employee only about $264,400 at 4% or $176,267 at 6%; with 50% employer match about $176,267 at 4% or $117,511 at 6%; with 100% employer match about $132,200 at 4% or $88,133 at 6%.
MARION ASSOCIATES NAEF 401(K) PLAN-3$620,675$31,728$10,576iApproximate average salary by contribution assumption: employee only about $264,400 at 4% or $176,267 at 6%; with 50% employer match about $176,267 at 4% or $117,511 at 6%; with 100% employer match about $132,200 at 4% or $88,133 at 6%.
201313$526,306$33,244$11,081iApproximate average salary by contribution assumption: employee only about $277,033 at 4% or $184,689 at 6%; with 50% employer match about $184,689 at 4% or $123,126 at 6%; with 100% employer match about $138,517 at 4% or $92,344 at 6%.
MARION ASSOCIATES NAEF 401(K) PLAN-3$526,306$33,244$11,081iApproximate average salary by contribution assumption: employee only about $277,033 at 4% or $184,689 at 6%; with 50% employer match about $184,689 at 4% or $123,126 at 6%; with 100% employer match about $138,517 at 4% or $92,344 at 6%.
201213$397,771$30,962$10,321iApproximate average salary by contribution assumption: employee only about $258,017 at 4% or $172,011 at 6%; with 50% employer match about $172,011 at 4% or $114,674 at 6%; with 100% employer match about $129,008 at 4% or $86,006 at 6%.
MARION ASSOCIATES NAEF 401(K) PLAN-3$397,771$30,962$10,321iApproximate average salary by contribution assumption: employee only about $258,017 at 4% or $172,011 at 6%; with 50% employer match about $172,011 at 4% or $114,674 at 6%; with 100% employer match about $129,008 at 4% or $86,006 at 6%.
201113$326,079$32,144$10,715iApproximate average salary by contribution assumption: employee only about $267,867 at 4% or $178,578 at 6%; with 50% employer match about $178,578 at 4% or $119,052 at 6%; with 100% employer match about $133,933 at 4% or $89,289 at 6%.
MARION ASSOCIATES NAEF 401(K) PLAN-3$326,079$32,144$10,715iApproximate average salary by contribution assumption: employee only about $267,867 at 4% or $178,578 at 6%; with 50% employer match about $178,578 at 4% or $119,052 at 6%; with 100% employer match about $133,933 at 4% or $89,289 at 6%.
201013$276,167$32,144$10,715iApproximate average salary by contribution assumption: employee only about $267,867 at 4% or $178,578 at 6%; with 50% employer match about $178,578 at 4% or $119,052 at 6%; with 100% employer match about $133,933 at 4% or $89,289 at 6%.
MARION ASSOCIATES NAEF 401(K) PLAN-3$276,167$32,144$10,715iApproximate average salary by contribution assumption: employee only about $267,867 at 4% or $178,578 at 6%; with 50% employer match about $178,578 at 4% or $119,052 at 6%; with 100% employer match about $133,933 at 4% or $89,289 at 6%.
200913$219,484$28,244$9,415iApproximate average salary by contribution assumption: employee only about $235,367 at 4% or $156,911 at 6%; with 50% employer match about $156,911 at 4% or $104,607 at 6%; with 100% employer match about $117,683 at 4% or $78,456 at 6%.
MARION ASSOCIATES NAEF 401(K) PLAN-3$219,484$28,244$9,415iApproximate average salary by contribution assumption: employee only about $235,367 at 4% or $156,911 at 6%; with 50% employer match about $156,911 at 4% or $104,607 at 6%; with 100% employer match about $117,683 at 4% or $78,456 at 6%.
200813$0$0-
MARION ASSOCIATES NAEF 401K PLAN-3---
200713$0$0-
MARION ASSOCIATES NAEF 401K PLAN-3---
200613$173,174$28,719$9,573iApproximate average salary by contribution assumption: employee only about $239,325 at 4% or $159,550 at 6%; with 50% employer match about $159,550 at 4% or $106,367 at 6%; with 100% employer match about $119,663 at 4% or $79,775 at 6%.
MARION ASSOCIATES NAEF 401K PLAN-3$173,174$28,719$9,573iApproximate average salary by contribution assumption: employee only about $239,325 at 4% or $159,550 at 6%; with 50% employer match about $159,550 at 4% or $106,367 at 6%; with 100% employer match about $119,663 at 4% or $79,775 at 6%.
200513$134,601$23,821$7,940iApproximate average salary by contribution assumption: employee only about $198,508 at 4% or $132,339 at 6%; with 50% employer match about $132,339 at 4% or $88,226 at 6%; with 100% employer match about $99,254 at 4% or $66,169 at 6%.
MARION ASSOCIATES NAEF 401K PLAN-3$134,601$23,821$7,940iApproximate average salary by contribution assumption: employee only about $198,508 at 4% or $132,339 at 6%; with 50% employer match about $132,339 at 4% or $88,226 at 6%; with 100% employer match about $99,254 at 4% or $66,169 at 6%.