Marcheschi, Plankis & Pogore
Plan context: Marcheschi, Plankis & Pogore Employee 401K Plan
EIN 36-2996293 • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$5,617,503
2024 Contributions
$198,991
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $5,617,503 | $198,991 | $13,266iApproximate average salary by contribution assumption: employee only about $331,652 at 4% or $221,101 at 6%; with 50% employer match about $221,101 at 4% or $147,401 at 6%; with 100% employer match about $165,826 at 4% or $110,551 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 15 | $5,617,503 | $198,991 | $13,266iApproximate average salary by contribution assumption: employee only about $331,652 at 4% or $221,101 at 6%; with 50% employer match about $221,101 at 4% or $147,401 at 6%; with 100% employer match about $165,826 at 4% or $110,551 at 6%. |
| 2023 | 1 | 13 | $4,870,905 | $203,861 | $15,682iApproximate average salary by contribution assumption: employee only about $392,040 at 4% or $261,360 at 6%; with 50% employer match about $261,360 at 4% or $174,240 at 6%; with 100% employer match about $196,020 at 4% or $130,680 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 13 | $4,870,905 | $203,861 | $15,682iApproximate average salary by contribution assumption: employee only about $392,040 at 4% or $261,360 at 6%; with 50% employer match about $261,360 at 4% or $174,240 at 6%; with 100% employer match about $196,020 at 4% or $130,680 at 6%. |
| 2022 | 1 | 14 | $4,450,001 | $150,090 | $10,721iApproximate average salary by contribution assumption: employee only about $268,018 at 4% or $178,679 at 6%; with 50% employer match about $178,679 at 4% or $119,119 at 6%; with 100% employer match about $134,009 at 4% or $89,339 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 14 | $4,450,001 | $150,090 | $10,721iApproximate average salary by contribution assumption: employee only about $268,018 at 4% or $178,679 at 6%; with 50% employer match about $178,679 at 4% or $119,119 at 6%; with 100% employer match about $134,009 at 4% or $89,339 at 6%. |
| 2021 | 1 | 15 | $4,888,958 | $134,938 | $8,996iApproximate average salary by contribution assumption: employee only about $224,897 at 4% or $149,931 at 6%; with 50% employer match about $149,931 at 4% or $99,954 at 6%; with 100% employer match about $112,448 at 4% or $74,966 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 15 | $4,888,958 | $134,938 | $8,996iApproximate average salary by contribution assumption: employee only about $224,897 at 4% or $149,931 at 6%; with 50% employer match about $149,931 at 4% or $99,954 at 6%; with 100% employer match about $112,448 at 4% or $74,966 at 6%. |
| 2020 | 1 | 14 | $3,910,946 | $150,273 | $10,734iApproximate average salary by contribution assumption: employee only about $268,345 at 4% or $178,896 at 6%; with 50% employer match about $178,896 at 4% or $119,264 at 6%; with 100% employer match about $134,172 at 4% or $89,448 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 14 | $3,910,946 | $150,273 | $10,734iApproximate average salary by contribution assumption: employee only about $268,345 at 4% or $178,896 at 6%; with 50% employer match about $178,896 at 4% or $119,264 at 6%; with 100% employer match about $134,172 at 4% or $89,448 at 6%. |
| 2019 | 1 | 13 | $3,596,026 | $149,290 | $11,484iApproximate average salary by contribution assumption: employee only about $287,096 at 4% or $191,397 at 6%; with 50% employer match about $191,397 at 4% or $127,598 at 6%; with 100% employer match about $143,548 at 4% or $95,699 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 13 | $3,596,026 | $149,290 | $11,484iApproximate average salary by contribution assumption: employee only about $287,096 at 4% or $191,397 at 6%; with 50% employer match about $191,397 at 4% or $127,598 at 6%; with 100% employer match about $143,548 at 4% or $95,699 at 6%. |
| 2018 | 1 | 12 | $2,698,802 | $123,127 | $10,261iApproximate average salary by contribution assumption: employee only about $256,515 at 4% or $171,010 at 6%; with 50% employer match about $171,010 at 4% or $114,006 at 6%; with 100% employer match about $128,257 at 4% or $85,505 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 12 | $2,698,802 | $123,127 | $10,261iApproximate average salary by contribution assumption: employee only about $256,515 at 4% or $171,010 at 6%; with 50% employer match about $171,010 at 4% or $114,006 at 6%; with 100% employer match about $128,257 at 4% or $85,505 at 6%. |
| 2017 | 1 | 11 | $3,135,932 | $158,438 | $14,403iApproximate average salary by contribution assumption: employee only about $360,086 at 4% or $240,058 at 6%; with 50% employer match about $240,058 at 4% or $160,038 at 6%; with 100% employer match about $180,043 at 4% or $120,029 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 11 | $3,135,932 | $158,438 | $14,403iApproximate average salary by contribution assumption: employee only about $360,086 at 4% or $240,058 at 6%; with 50% employer match about $240,058 at 4% or $160,038 at 6%; with 100% employer match about $180,043 at 4% or $120,029 at 6%. |
| 2016 | 1 | 10 | $2,631,165 | $118,631 | $11,863iApproximate average salary by contribution assumption: employee only about $296,578 at 4% or $197,718 at 6%; with 50% employer match about $197,718 at 4% or $131,812 at 6%; with 100% employer match about $148,289 at 4% or $98,859 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 10 | $2,631,165 | $118,631 | $11,863iApproximate average salary by contribution assumption: employee only about $296,578 at 4% or $197,718 at 6%; with 50% employer match about $197,718 at 4% or $131,812 at 6%; with 100% employer match about $148,289 at 4% or $98,859 at 6%. |
| 2015 | 1 | 10 | $2,244,869 | $116,440 | $11,644iApproximate average salary by contribution assumption: employee only about $291,100 at 4% or $194,067 at 6%; with 50% employer match about $194,067 at 4% or $129,378 at 6%; with 100% employer match about $145,550 at 4% or $97,033 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 10 | $2,244,869 | $116,440 | $11,644iApproximate average salary by contribution assumption: employee only about $291,100 at 4% or $194,067 at 6%; with 50% employer match about $194,067 at 4% or $129,378 at 6%; with 100% employer match about $145,550 at 4% or $97,033 at 6%. |
| 2014 | 1 | 10 | $2,064,823 | $126,562 | $12,656iApproximate average salary by contribution assumption: employee only about $316,405 at 4% or $210,937 at 6%; with 50% employer match about $210,937 at 4% or $140,624 at 6%; with 100% employer match about $158,203 at 4% or $105,468 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 10 | $2,064,823 | $126,562 | $12,656iApproximate average salary by contribution assumption: employee only about $316,405 at 4% or $210,937 at 6%; with 50% employer match about $210,937 at 4% or $140,624 at 6%; with 100% employer match about $158,203 at 4% or $105,468 at 6%. |
| 2013 | 1 | 9 | $1,854,800 | $118,623 | $13,180iApproximate average salary by contribution assumption: employee only about $329,508 at 4% or $219,672 at 6%; with 50% employer match about $219,672 at 4% or $146,448 at 6%; with 100% employer match about $164,754 at 4% or $109,836 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 9 | $1,854,800 | $118,623 | $13,180iApproximate average salary by contribution assumption: employee only about $329,508 at 4% or $219,672 at 6%; with 50% employer match about $219,672 at 4% or $146,448 at 6%; with 100% employer match about $164,754 at 4% or $109,836 at 6%. |
| 2012 | 1 | 7 | $1,693,577 | $96,080 | $13,726iApproximate average salary by contribution assumption: employee only about $343,143 at 4% or $228,762 at 6%; with 50% employer match about $228,762 at 4% or $152,508 at 6%; with 100% employer match about $171,571 at 4% or $114,381 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 7 | $1,693,577 | $96,080 | $13,726iApproximate average salary by contribution assumption: employee only about $343,143 at 4% or $228,762 at 6%; with 50% employer match about $228,762 at 4% or $152,508 at 6%; with 100% employer match about $171,571 at 4% or $114,381 at 6%. |
| 2011 | 1 | 6 | $1,680,690 | $81,448 | $13,575iApproximate average salary by contribution assumption: employee only about $339,367 at 4% or $226,244 at 6%; with 50% employer match about $226,244 at 4% or $150,830 at 6%; with 100% employer match about $169,683 at 4% or $113,122 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 6 | $1,680,690 | $81,448 | $13,575iApproximate average salary by contribution assumption: employee only about $339,367 at 4% or $226,244 at 6%; with 50% employer match about $226,244 at 4% or $150,830 at 6%; with 100% employer match about $169,683 at 4% or $113,122 at 6%. |
| 2010 | 1 | 8 | $1,952,302 | $45,192 | $5,649iApproximate average salary by contribution assumption: employee only about $141,225 at 4% or $94,150 at 6%; with 50% employer match about $94,150 at 4% or $62,767 at 6%; with 100% employer match about $70,613 at 4% or $47,075 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 8 | $1,952,302 | $45,192 | $5,649iApproximate average salary by contribution assumption: employee only about $141,225 at 4% or $94,150 at 6%; with 50% employer match about $94,150 at 4% or $62,767 at 6%; with 100% employer match about $70,613 at 4% or $47,075 at 6%. |
| 2009 | 1 | 8 | $1,704,851 | $60,978 | $7,622iApproximate average salary by contribution assumption: employee only about $190,556 at 4% or $127,038 at 6%; with 50% employer match about $127,038 at 4% or $84,692 at 6%; with 100% employer match about $95,278 at 4% or $63,519 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 8 | $1,704,851 | $60,978 | $7,622iApproximate average salary by contribution assumption: employee only about $190,556 at 4% or $127,038 at 6%; with 50% employer match about $127,038 at 4% or $84,692 at 6%; with 100% employer match about $95,278 at 4% or $63,519 at 6%. |
| 2008 | 1 | 9 | $1,300,311 | $82,054 | $9,117iApproximate average salary by contribution assumption: employee only about $227,928 at 4% or $151,952 at 6%; with 50% employer match about $151,952 at 4% or $101,301 at 6%; with 100% employer match about $113,964 at 4% or $75,976 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 9 | $1,300,311 | $82,054 | $9,117iApproximate average salary by contribution assumption: employee only about $227,928 at 4% or $151,952 at 6%; with 50% employer match about $151,952 at 4% or $101,301 at 6%; with 100% employer match about $113,964 at 4% or $75,976 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 7 | - | - | - |
| 2006 | 1 | 7 | $1,555,757 | $95,229 | $13,604iApproximate average salary by contribution assumption: employee only about $340,104 at 4% or $226,736 at 6%; with 50% employer match about $226,736 at 4% or $151,157 at 6%; with 100% employer match about $170,052 at 4% or $113,368 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 7 | $1,555,757 | $95,229 | $13,604iApproximate average salary by contribution assumption: employee only about $340,104 at 4% or $226,736 at 6%; with 50% employer match about $226,736 at 4% or $151,157 at 6%; with 100% employer match about $170,052 at 4% or $113,368 at 6%. |
| 2005 | 1 | 9 | $1,863,822 | $106,701 | $11,856iApproximate average salary by contribution assumption: employee only about $296,392 at 4% or $197,594 at 6%; with 50% employer match about $197,594 at 4% or $131,730 at 6%; with 100% employer match about $148,196 at 4% or $98,797 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 9 | $1,863,822 | $106,701 | $11,856iApproximate average salary by contribution assumption: employee only about $296,392 at 4% or $197,594 at 6%; with 50% employer match about $197,594 at 4% or $131,730 at 6%; with 100% employer match about $148,196 at 4% or $98,797 at 6%. |
| 2004 | 1 | 8 | $1,647,185 | $106,966 | $13,371iApproximate average salary by contribution assumption: employee only about $334,269 at 4% or $222,846 at 6%; with 50% employer match about $222,846 at 4% or $148,564 at 6%; with 100% employer match about $167,134 at 4% or $111,423 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 8 | $1,647,185 | $106,966 | $13,371iApproximate average salary by contribution assumption: employee only about $334,269 at 4% or $222,846 at 6%; with 50% employer match about $222,846 at 4% or $148,564 at 6%; with 100% employer match about $167,134 at 4% or $111,423 at 6%. |
| 2003 | 1 | 8 | $1,346,351 | $103,142 | $12,893iApproximate average salary by contribution assumption: employee only about $322,319 at 4% or $214,879 at 6%; with 50% employer match about $214,879 at 4% or $143,253 at 6%; with 100% employer match about $161,159 at 4% or $107,440 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 8 | $1,346,351 | $103,142 | $12,893iApproximate average salary by contribution assumption: employee only about $322,319 at 4% or $214,879 at 6%; with 50% employer match about $214,879 at 4% or $143,253 at 6%; with 100% employer match about $161,159 at 4% or $107,440 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 7 | - | - | - |
| 2001 | 1 | 88 | $0 | $0 | - |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 88 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 8 | - | - | - |
| 1999 | 1 | 8 | $1,257,971 | $70,108 | $8,764iApproximate average salary by contribution assumption: employee only about $219,088 at 4% or $146,058 at 6%; with 50% employer match about $146,058 at 4% or $97,372 at 6%; with 100% employer match about $109,544 at 4% or $73,029 at 6%. |
| Marcheschi, Plankis & Pogore Employee 401K Plan | - | 8 | $1,257,971 | $70,108 | $8,764iApproximate average salary by contribution assumption: employee only about $219,088 at 4% or $146,058 at 6%; with 50% employer match about $146,058 at 4% or $97,372 at 6%; with 100% employer match about $109,544 at 4% or $73,029 at 6%. |