Civic Intelligence

Roger C. Marquardt & Co. Inc.

Plan context: Roger C. Marquardt & Co. Inc. 401(K) Plan

EIN 36-2877862 • Wheaton, IL • 25 filings • 6 plans

311 S. County Farm Rd, Suite IWheaton, IL 60187
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$278,374

2024 Contributions

$20,360

Historical Graphs

Total Assets Over Time

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

$653,475$326,738$0199920152024YearValue
$278,374Latest year 2024

Participants Over Time

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

420199920102024YearValue
3Latest 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
202413$278,374$20,360$6,787iApproximate average salary by contribution assumption: employee only about $169,667 at 4% or $113,111 at 6%; with 50% employer match about $113,111 at 4% or $75,407 at 6%; with 100% employer match about $84,833 at 4% or $56,556 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-3$278,374$20,360$6,787iApproximate average salary by contribution assumption: employee only about $169,667 at 4% or $113,111 at 6%; with 50% employer match about $113,111 at 4% or $75,407 at 6%; with 100% employer match about $84,833 at 4% or $56,556 at 6%.
202313$246,976$19,832$6,611iApproximate average salary by contribution assumption: employee only about $165,267 at 4% or $110,178 at 6%; with 50% employer match about $110,178 at 4% or $73,452 at 6%; with 100% employer match about $82,633 at 4% or $55,089 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-3$246,976$19,832$6,611iApproximate average salary by contribution assumption: employee only about $165,267 at 4% or $110,178 at 6%; with 50% employer match about $110,178 at 4% or $73,452 at 6%; with 100% employer match about $82,633 at 4% or $55,089 at 6%.
202213$199,987$17,742$5,914iApproximate average salary by contribution assumption: employee only about $147,850 at 4% or $98,567 at 6%; with 50% employer match about $98,567 at 4% or $65,711 at 6%; with 100% employer match about $73,925 at 4% or $49,283 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-3$199,987$17,742$5,914iApproximate average salary by contribution assumption: employee only about $147,850 at 4% or $98,567 at 6%; with 50% employer match about $98,567 at 4% or $65,711 at 6%; with 100% employer match about $73,925 at 4% or $49,283 at 6%.
202113$198,794$29,220$9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-3$198,794$29,220$9,740iApproximate average salary by contribution assumption: employee only about $243,500 at 4% or $162,333 at 6%; with 50% employer match about $162,333 at 4% or $108,222 at 6%; with 100% employer match about $121,750 at 4% or $81,167 at 6%.
202011$167,008$13,036$13,036iApproximate average salary by contribution assumption: employee only about $325,900 at 4% or $217,267 at 6%; with 50% employer match about $217,267 at 4% or $144,844 at 6%; with 100% employer match about $162,950 at 4% or $108,633 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-1$167,008$13,036$13,036iApproximate average salary by contribution assumption: employee only about $325,900 at 4% or $217,267 at 6%; with 50% employer match about $217,267 at 4% or $144,844 at 6%; with 100% employer match about $162,950 at 4% or $108,633 at 6%.
201911$110,717$19,760$19,760iApproximate average salary by contribution assumption: employee only about $494,000 at 4% or $329,333 at 6%; with 50% employer match about $329,333 at 4% or $219,556 at 6%; with 100% employer match about $247,000 at 4% or $164,667 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-1$110,717$19,760$19,760iApproximate average salary by contribution assumption: employee only about $494,000 at 4% or $329,333 at 6%; with 50% employer match about $329,333 at 4% or $219,556 at 6%; with 100% employer match about $247,000 at 4% or $164,667 at 6%.
201811$106,518$18,720$18,720iApproximate average salary by contribution assumption: employee only about $468,000 at 4% or $312,000 at 6%; with 50% employer match about $312,000 at 4% or $208,000 at 6%; with 100% employer match about $234,000 at 4% or $156,000 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-1$106,518$18,720$18,720iApproximate average salary by contribution assumption: employee only about $468,000 at 4% or $312,000 at 6%; with 50% employer match about $312,000 at 4% or $208,000 at 6%; with 100% employer match about $234,000 at 4% or $156,000 at 6%.
201711$83,413$18,720$18,720iApproximate average salary by contribution assumption: employee only about $468,000 at 4% or $312,000 at 6%; with 50% employer match about $312,000 at 4% or $208,000 at 6%; with 100% employer match about $234,000 at 4% or $156,000 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-1$83,413$18,720$18,720iApproximate average salary by contribution assumption: employee only about $468,000 at 4% or $312,000 at 6%; with 50% employer match about $312,000 at 4% or $208,000 at 6%; with 100% employer match about $234,000 at 4% or $156,000 at 6%.
201611$59,144$18,200$18,200iApproximate average salary by contribution assumption: employee only about $455,000 at 4% or $303,333 at 6%; with 50% employer match about $303,333 at 4% or $202,222 at 6%; with 100% employer match about $227,500 at 4% or $151,667 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-1$59,144$18,200$18,200iApproximate average salary by contribution assumption: employee only about $455,000 at 4% or $303,333 at 6%; with 50% employer match about $303,333 at 4% or $202,222 at 6%; with 100% employer match about $227,500 at 4% or $151,667 at 6%.
201511$36,366$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-1$36,366$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201411$18,899$16,700$16,700iApproximate average salary by contribution assumption: employee only about $417,500 at 4% or $278,333 at 6%; with 50% employer match about $278,333 at 4% or $185,556 at 6%; with 100% employer match about $208,750 at 4% or $139,167 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-1$18,899$16,700$16,700iApproximate average salary by contribution assumption: employee only about $417,500 at 4% or $278,333 at 6%; with 50% employer match about $278,333 at 4% or $185,556 at 6%; with 100% employer match about $208,750 at 4% or $139,167 at 6%.
201310$2,246$2,246-
Roger C. Marquardt & Co. Inc. 401(K) Plan-0$2,246$2,246-
201012$546,010$0-
ROGER C. MARQUARDT & COMPANY 401K PLAN-2$546,010--
200912$619,780$0-
ROGER C. MARQUARDT & COMPANY 401K PLAN-2$619,780--
200812$608,125$0-
ROGER C. MARQUARDT & COMPANY 401K PLAN-2$608,125--
200722$0$0-
Roger C. Marquardt & Co. Inc. 401(K) Plan-0---
ROGER C. MARQUARDT & COMPANY 401K PLAN-2---
200613$45,930$5,146$1,715iApproximate average salary by contribution assumption: employee only about $42,883 at 4% or $28,589 at 6%; with 50% employer match about $28,589 at 4% or $19,059 at 6%; with 100% employer match about $21,442 at 4% or $14,294 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-3$45,930$5,146$1,715iApproximate average salary by contribution assumption: employee only about $42,883 at 4% or $28,589 at 6%; with 50% employer match about $28,589 at 4% or $19,059 at 6%; with 100% employer match about $21,442 at 4% or $14,294 at 6%.
200514$653,475$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-4$653,475$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200414$637,972$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-4$637,972$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200314$0$0-
Roger C. Marquardt & Co. Inc. 401(K) Plan-4---
200214$0$0-
Roger C. Marquardt & Co. Inc. 401(K) Plan-4---
200113$0$0-
Roger C. Marquardt & Co. Inc. 401(K) Plan-3---
200012$0$0-
Roger C. Marquardt & Co. Inc. 401(K) Plan-2---
199913$148,698$148,698$49,566iApproximate average salary by contribution assumption: employee only about $1,239,150 at 4% or $826,100 at 6%; with 50% employer match about $826,100 at 4% or $550,733 at 6%; with 100% employer match about $619,575 at 4% or $413,050 at 6%.
Roger C. Marquardt & Co. Inc. 401(K) Plan-3$148,698$148,698$49,566iApproximate average salary by contribution assumption: employee only about $1,239,150 at 4% or $826,100 at 6%; with 50% employer match about $826,100 at 4% or $550,733 at 6%; with 100% employer match about $619,575 at 4% or $413,050 at 6%.