Civic Intelligence

David a. Marcus and Associates Inc.

Plan context: David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust

EIN 36-3277239 • Deerfield, IL • 31 filings • 9 plans

570 Lake Cook RdSuite 115Deerfield, IL 60015
Current Snapshot

Latest Year

2022

2022 Participants

13

2022 Assets

$5,363,731

2022 Contributions

$1,340

Historical Graphs

Total Assets Over Time

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

$5,363,731$2,681,866$0200020112021YearValue
$5,363,731Latest year 2021

Participants Over Time

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

1370200020112021YearValue
13Latest year 2021

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
202220$0$1,340-
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-0$0$1,340-
David a. Marcus Associates Inc. Money Purchase Pension Plan-0$0$0-
2021213$5,363,731$231,148$17,781iApproximate average salary by contribution assumption: employee only about $444,515 at 4% or $296,344 at 6%; with 50% employer match about $296,344 at 4% or $197,562 at 6%; with 100% employer match about $222,258 at 4% or $148,172 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-13$4,937,102$131,148$10,088iApproximate average salary by contribution assumption: employee only about $252,208 at 4% or $168,138 at 6%; with 50% employer match about $168,138 at 4% or $112,092 at 6%; with 100% employer match about $126,104 at 4% or $84,069 at 6%.
David a. Marcus Associates Inc. Money Purchase Pension Plan-9$426,629$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
2020211$4,377,354$210,782$19,162iApproximate average salary by contribution assumption: employee only about $479,050 at 4% or $319,367 at 6%; with 50% employer match about $319,367 at 4% or $212,911 at 6%; with 100% employer match about $239,525 at 4% or $159,683 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-11$4,074,593$139,397$12,672iApproximate average salary by contribution assumption: employee only about $316,811 at 4% or $211,208 at 6%; with 50% employer match about $211,208 at 4% or $140,805 at 6%; with 100% employer match about $158,406 at 4% or $105,604 at 6%.
David a. Marcus Associates Inc. Money Purchase Pension Plan-8$302,761$71,385$8,923iApproximate average salary by contribution assumption: employee only about $223,078 at 4% or $148,719 at 6%; with 50% employer match about $148,719 at 4% or $99,146 at 6%; with 100% employer match about $111,539 at 4% or $74,359 at 6%.
201929$3,457,774$196,953$21,884iApproximate average salary by contribution assumption: employee only about $547,092 at 4% or $364,728 at 6%; with 50% employer match about $364,728 at 4% or $243,152 at 6%; with 100% employer match about $273,546 at 4% or $182,364 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-9$3,258,945$121,953$13,550iApproximate average salary by contribution assumption: employee only about $338,758 at 4% or $225,839 at 6%; with 50% employer match about $225,839 at 4% or $150,559 at 6%; with 100% employer match about $169,379 at 4% or $112,919 at 6%.
David a. Marcus Associates Inc. Money Purchase Pension Plan-8$198,829$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2018211$2,662,813$331,261$30,115iApproximate average salary by contribution assumption: employee only about $752,866 at 4% or $501,911 at 6%; with 50% employer match about $501,911 at 4% or $334,607 at 6%; with 100% employer match about $376,433 at 4% or $250,955 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-11$2,554,015$266,261$24,206iApproximate average salary by contribution assumption: employee only about $605,139 at 4% or $403,426 at 6%; with 50% employer match about $403,426 at 4% or $268,951 at 6%; with 100% employer match about $302,569 at 4% or $201,713 at 6%.
David a. Marcus Associates Inc. Money Purchase Pension Plan-8$108,798$65,000$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
201729$2,450,370$137,506$15,278iApproximate average salary by contribution assumption: employee only about $381,961 at 4% or $254,641 at 6%; with 50% employer match about $254,641 at 4% or $169,760 at 6%; with 100% employer match about $190,981 at 4% or $127,320 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-9$2,401,269$88,405$9,823iApproximate average salary by contribution assumption: employee only about $245,569 at 4% or $163,713 at 6%; with 50% employer match about $163,713 at 4% or $109,142 at 6%; with 100% employer match about $122,785 at 4% or $81,856 at 6%.
David a. Marcus Associates Inc. Money Purchase Pension Plan-7$49,101$49,101$7,014iApproximate average salary by contribution assumption: employee only about $175,361 at 4% or $116,907 at 6%; with 50% employer match about $116,907 at 4% or $77,938 at 6%; with 100% employer match about $87,680 at 4% or $58,454 at 6%.
2016110$1,903,046$83,048$8,305iApproximate average salary by contribution assumption: employee only about $207,620 at 4% or $138,413 at 6%; with 50% employer match about $138,413 at 4% or $92,276 at 6%; with 100% employer match about $103,810 at 4% or $69,207 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-10$1,903,046$83,048$8,305iApproximate average salary by contribution assumption: employee only about $207,620 at 4% or $138,413 at 6%; with 50% employer match about $138,413 at 4% or $92,276 at 6%; with 100% employer match about $103,810 at 4% or $69,207 at 6%.
201519$1,739,357$81,302$9,034iApproximate average salary by contribution assumption: employee only about $225,839 at 4% or $150,559 at 6%; with 50% employer match about $150,559 at 4% or $100,373 at 6%; with 100% employer match about $112,919 at 4% or $75,280 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-9$1,739,357$81,302$9,034iApproximate average salary by contribution assumption: employee only about $225,839 at 4% or $150,559 at 6%; with 50% employer match about $150,559 at 4% or $100,373 at 6%; with 100% employer match about $112,919 at 4% or $75,280 at 6%.
201418$1,784,467$75,005$9,376iApproximate average salary by contribution assumption: employee only about $234,391 at 4% or $156,260 at 6%; with 50% employer match about $156,260 at 4% or $104,174 at 6%; with 100% employer match about $117,195 at 4% or $78,130 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-8$1,784,467$75,005$9,376iApproximate average salary by contribution assumption: employee only about $234,391 at 4% or $156,260 at 6%; with 50% employer match about $156,260 at 4% or $104,174 at 6%; with 100% employer match about $117,195 at 4% or $78,130 at 6%.
201318$1,564,475$74,520$9,315iApproximate average salary by contribution assumption: employee only about $232,875 at 4% or $155,250 at 6%; with 50% employer match about $155,250 at 4% or $103,500 at 6%; with 100% employer match about $116,438 at 4% or $77,625 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-8$1,564,475$74,520$9,315iApproximate average salary by contribution assumption: employee only about $232,875 at 4% or $155,250 at 6%; with 50% employer match about $155,250 at 4% or $103,500 at 6%; with 100% employer match about $116,438 at 4% or $77,625 at 6%.
201216$1,164,043$74,774$12,462iApproximate average salary by contribution assumption: employee only about $311,558 at 4% or $207,706 at 6%; with 50% employer match about $207,706 at 4% or $138,470 at 6%; with 100% employer match about $155,779 at 4% or $103,853 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-6$1,164,043$74,774$12,462iApproximate average salary by contribution assumption: employee only about $311,558 at 4% or $207,706 at 6%; with 50% employer match about $207,706 at 4% or $138,470 at 6%; with 100% employer match about $155,779 at 4% or $103,853 at 6%.
201117$944,927$75,815$10,831iApproximate average salary by contribution assumption: employee only about $270,768 at 4% or $180,512 at 6%; with 50% employer match about $180,512 at 4% or $120,341 at 6%; with 100% employer match about $135,384 at 4% or $90,256 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-7$944,927$75,815$10,831iApproximate average salary by contribution assumption: employee only about $270,768 at 4% or $180,512 at 6%; with 50% employer match about $180,512 at 4% or $120,341 at 6%; with 100% employer match about $135,384 at 4% or $90,256 at 6%.
201016$876,073$76,002$12,667iApproximate average salary by contribution assumption: employee only about $316,675 at 4% or $211,117 at 6%; with 50% employer match about $211,117 at 4% or $140,744 at 6%; with 100% employer match about $158,338 at 4% or $105,558 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-6$876,073$76,002$12,667iApproximate average salary by contribution assumption: employee only about $316,675 at 4% or $211,117 at 6%; with 50% employer match about $211,117 at 4% or $140,744 at 6%; with 100% employer match about $158,338 at 4% or $105,558 at 6%.
200917$723,620$77,023$11,003iApproximate average salary by contribution assumption: employee only about $275,082 at 4% or $183,388 at 6%; with 50% employer match about $183,388 at 4% or $122,259 at 6%; with 100% employer match about $137,541 at 4% or $91,694 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-7$723,620$77,023$11,003iApproximate average salary by contribution assumption: employee only about $275,082 at 4% or $183,388 at 6%; with 50% employer match about $183,388 at 4% or $122,259 at 6%; with 100% employer match about $137,541 at 4% or $91,694 at 6%.
200816$511,819$67,380$11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-6$511,819$67,380$11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%.
200715$676,070$65,825$13,165iApproximate average salary by contribution assumption: employee only about $329,125 at 4% or $219,417 at 6%; with 50% employer match about $219,417 at 4% or $146,278 at 6%; with 100% employer match about $164,563 at 4% or $109,708 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-5$676,070$65,825$13,165iApproximate average salary by contribution assumption: employee only about $329,125 at 4% or $219,417 at 6%; with 50% employer match about $219,417 at 4% or $146,278 at 6%; with 100% employer match about $164,563 at 4% or $109,708 at 6%.
200616$680,098$65,552$10,925iApproximate average salary by contribution assumption: employee only about $273,133 at 4% or $182,089 at 6%; with 50% employer match about $182,089 at 4% or $121,393 at 6%; with 100% employer match about $136,567 at 4% or $91,044 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-6$680,098$65,552$10,925iApproximate average salary by contribution assumption: employee only about $273,133 at 4% or $182,089 at 6%; with 50% employer match about $182,089 at 4% or $121,393 at 6%; with 100% employer match about $136,567 at 4% or $91,044 at 6%.
200517$536,585$68,898$9,843iApproximate average salary by contribution assumption: employee only about $246,064 at 4% or $164,043 at 6%; with 50% employer match about $164,043 at 4% or $109,362 at 6%; with 100% employer match about $123,032 at 4% or $82,021 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-7$536,585$68,898$9,843iApproximate average salary by contribution assumption: employee only about $246,064 at 4% or $164,043 at 6%; with 50% employer match about $164,043 at 4% or $109,362 at 6%; with 100% employer match about $123,032 at 4% or $82,021 at 6%.
200417$434,783$70,665$10,095iApproximate average salary by contribution assumption: employee only about $252,375 at 4% or $168,250 at 6%; with 50% employer match about $168,250 at 4% or $112,167 at 6%; with 100% employer match about $126,188 at 4% or $84,125 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-7$434,783$70,665$10,095iApproximate average salary by contribution assumption: employee only about $252,375 at 4% or $168,250 at 6%; with 50% employer match about $168,250 at 4% or $112,167 at 6%; with 100% employer match about $126,188 at 4% or $84,125 at 6%.
200316$320,936$69,467$11,578iApproximate average salary by contribution assumption: employee only about $289,446 at 4% or $192,964 at 6%; with 50% employer match about $192,964 at 4% or $128,643 at 6%; with 100% employer match about $144,723 at 4% or $96,482 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-6$320,936$69,467$11,578iApproximate average salary by contribution assumption: employee only about $289,446 at 4% or $192,964 at 6%; with 50% employer match about $192,964 at 4% or $128,643 at 6%; with 100% employer match about $144,723 at 4% or $96,482 at 6%.
200224$223,671$53,932$13,483iApproximate average salary by contribution assumption: employee only about $337,075 at 4% or $224,717 at 6%; with 50% employer match about $224,717 at 4% or $149,811 at 6%; with 100% employer match about $168,538 at 4% or $112,358 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-4$223,671$53,932$13,483iApproximate average salary by contribution assumption: employee only about $337,075 at 4% or $224,717 at 6%; with 50% employer match about $224,717 at 4% or $149,811 at 6%; with 100% employer match about $168,538 at 4% or $112,358 at 6%.
David a. Marcus Associates Inc. Money Purchase Pension Plan-0---
200123$36,363$36,363$12,121iApproximate average salary by contribution assumption: employee only about $303,025 at 4% or $202,017 at 6%; with 50% employer match about $202,017 at 4% or $134,678 at 6%; with 100% employer match about $151,513 at 4% or $101,008 at 6%.
David a. Marcus Associates Inc. Money Purchase Pension Plan-3$36,363$36,363$12,121iApproximate average salary by contribution assumption: employee only about $303,025 at 4% or $202,017 at 6%; with 50% employer match about $202,017 at 4% or $134,678 at 6%; with 100% employer match about $151,513 at 4% or $101,008 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-3---
200013$148,106$60,311$20,104iApproximate average salary by contribution assumption: employee only about $502,592 at 4% or $335,061 at 6%; with 50% employer match about $335,061 at 4% or $223,374 at 6%; with 100% employer match about $251,296 at 4% or $167,531 at 6%.
David a. Marcus Associates Inc. Profit Sharing 401K Plan and Trust-3$148,106$60,311$20,104iApproximate average salary by contribution assumption: employee only about $502,592 at 4% or $335,061 at 6%; with 50% employer match about $335,061 at 4% or $223,374 at 6%; with 100% employer match about $251,296 at 4% or $167,531 at 6%.