Civic Intelligence

Markallen & Co. LLC

Plan context: Markallen & Co. LLC 401(K) Profit Sharing Plan

EIN 51-0662270 • New York, NY • 7 filings • 2 plans

450 West 17th Street, Unit 739New York, NY 10011
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,784,769

2024 Contributions

$211,894

Historical Graphs

Total Assets Over Time

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

$1,784,769$892,385$0202120232024YearValue
$1,784,769Latest year 2024

Participants Over Time

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

530202120232024YearValue
5Latest 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
202425$1,784,769$211,894$42,379iApproximate average salary by contribution assumption: employee only about $1,059,470 at 4% or $706,313 at 6%; with 50% employer match about $706,313 at 4% or $470,876 at 6%; with 100% employer match about $529,735 at 4% or $353,157 at 6%.
Markallen & Co. LLC 401(K) Profit Sharing Plan-5$1,309,884$99,100$19,820iApproximate average salary by contribution assumption: employee only about $495,500 at 4% or $330,333 at 6%; with 50% employer match about $330,333 at 4% or $220,222 at 6%; with 100% employer match about $247,750 at 4% or $165,167 at 6%.
Markallen & Co. LLC Cash Balance Plan-5$474,885$112,794$22,559iApproximate average salary by contribution assumption: employee only about $563,970 at 4% or $375,980 at 6%; with 50% employer match about $375,980 at 4% or $250,653 at 6%; with 100% employer match about $281,985 at 4% or $187,990 at 6%.
202325$1,414,871$1,027,251$205,450iApproximate average salary by contribution assumption: employee only about $5,136,255 at 4% or $3,424,170 at 6%; with 50% employer match about $3,424,170 at 4% or $2,282,780 at 6%; with 100% employer match about $2,568,128 at 4% or $1,712,085 at 6%.
Markallen & Co. LLC 401(K) Profit Sharing Plan-5$1,086,451$853,573$170,715iApproximate average salary by contribution assumption: employee only about $4,267,865 at 4% or $2,845,243 at 6%; with 50% employer match about $2,845,243 at 4% or $1,896,829 at 6%; with 100% employer match about $2,133,933 at 4% or $1,422,622 at 6%.
Markallen & Co. LLC Cash Balance Plan-5$328,420$173,678$34,736iApproximate average salary by contribution assumption: employee only about $868,390 at 4% or $578,927 at 6%; with 50% employer match about $578,927 at 4% or $385,951 at 6%; with 100% employer match about $434,195 at 4% or $289,463 at 6%.
202225$266,155$215,518$43,104iApproximate average salary by contribution assumption: employee only about $1,077,590 at 4% or $718,393 at 6%; with 50% employer match about $718,393 at 4% or $478,929 at 6%; with 100% employer match about $538,795 at 4% or $359,197 at 6%.
Markallen & Co. LLC Cash Balance Plan-5$136,112$136,112$27,222iApproximate average salary by contribution assumption: employee only about $680,560 at 4% or $453,707 at 6%; with 50% employer match about $453,707 at 4% or $302,471 at 6%; with 100% employer match about $340,280 at 4% or $226,853 at 6%.
Markallen & Co. LLC 401(K) Profit Sharing Plan-5$130,043$79,406$15,881iApproximate average salary by contribution assumption: employee only about $397,030 at 4% or $264,687 at 6%; with 50% employer match about $264,687 at 4% or $176,458 at 6%; with 100% employer match about $198,515 at 4% or $132,343 at 6%.
202112$64,507$64,507$32,254iApproximate average salary by contribution assumption: employee only about $806,338 at 4% or $537,558 at 6%; with 50% employer match about $537,558 at 4% or $358,372 at 6%; with 100% employer match about $403,169 at 4% or $268,779 at 6%.
Markallen & Co. LLC 401(K) Profit Sharing Plan-2$64,507$64,507$32,254iApproximate average salary by contribution assumption: employee only about $806,338 at 4% or $537,558 at 6%; with 50% employer match about $537,558 at 4% or $358,372 at 6%; with 100% employer match about $403,169 at 4% or $268,779 at 6%.