Civic Intelligence

Liptz, Roberts & Marquez, Chartered

Plan context: Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)

EIN 52-0939448 • Chevy Chase, MD • 28 filings • 7 plans

5550 Friendship Blvd #500Chevy Chase, MD 20815-4330
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,158,680

2024 Contributions

$96,202

Historical Graphs

Total Assets Over Time

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

$7,245,105$3,622,553$0200020132024YearValue
$4,158,680Latest year 2024

Participants Over Time

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

1580200020122024YearValue
7Latest 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
202417$4,158,680$96,202$13,743iApproximate average salary by contribution assumption: employee only about $343,579 at 4% or $229,052 at 6%; with 50% employer match about $229,052 at 4% or $152,702 at 6%; with 100% employer match about $171,789 at 4% or $114,526 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-7$4,158,680$96,202$13,743iApproximate average salary by contribution assumption: employee only about $343,579 at 4% or $229,052 at 6%; with 50% employer match about $229,052 at 4% or $152,702 at 6%; with 100% employer match about $171,789 at 4% or $114,526 at 6%.
202317$3,498,369$105,256$15,037iApproximate average salary by contribution assumption: employee only about $375,914 at 4% or $250,610 at 6%; with 50% employer match about $250,610 at 4% or $167,073 at 6%; with 100% employer match about $187,957 at 4% or $125,305 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-7$3,498,369$105,256$15,037iApproximate average salary by contribution assumption: employee only about $375,914 at 4% or $250,610 at 6%; with 50% employer match about $250,610 at 4% or $167,073 at 6%; with 100% employer match about $187,957 at 4% or $125,305 at 6%.
202218$3,222,206$118,298$14,787iApproximate average salary by contribution assumption: employee only about $369,681 at 4% or $246,454 at 6%; with 50% employer match about $246,454 at 4% or $164,303 at 6%; with 100% employer match about $184,841 at 4% or $123,227 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-8$3,222,206$118,298$14,787iApproximate average salary by contribution assumption: employee only about $369,681 at 4% or $246,454 at 6%; with 50% employer match about $246,454 at 4% or $164,303 at 6%; with 100% employer match about $184,841 at 4% or $123,227 at 6%.
2021112$5,124,710$94,569$7,881iApproximate average salary by contribution assumption: employee only about $197,019 at 4% or $131,346 at 6%; with 50% employer match about $131,346 at 4% or $87,564 at 6%; with 100% employer match about $98,509 at 4% or $65,673 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-12$5,124,710$94,569$7,881iApproximate average salary by contribution assumption: employee only about $197,019 at 4% or $131,346 at 6%; with 50% employer match about $131,346 at 4% or $87,564 at 6%; with 100% employer match about $98,509 at 4% or $65,673 at 6%.
2020112$7,245,105$39,594$3,300iApproximate average salary by contribution assumption: employee only about $82,488 at 4% or $54,992 at 6%; with 50% employer match about $54,992 at 4% or $36,661 at 6%; with 100% employer match about $41,244 at 4% or $27,496 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-12$7,245,105$39,594$3,300iApproximate average salary by contribution assumption: employee only about $82,488 at 4% or $54,992 at 6%; with 50% employer match about $54,992 at 4% or $36,661 at 6%; with 100% employer match about $41,244 at 4% or $27,496 at 6%.
2019112$6,635,683$69,792$5,816iApproximate average salary by contribution assumption: employee only about $145,400 at 4% or $96,933 at 6%; with 50% employer match about $96,933 at 4% or $64,622 at 6%; with 100% employer match about $72,700 at 4% or $48,467 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-12$6,635,683$69,792$5,816iApproximate average salary by contribution assumption: employee only about $145,400 at 4% or $96,933 at 6%; with 50% employer match about $96,933 at 4% or $64,622 at 6%; with 100% employer match about $72,700 at 4% or $48,467 at 6%.
2018112$5,478,036$81,438$6,787iApproximate average salary by contribution assumption: employee only about $169,663 at 4% or $113,108 at 6%; with 50% employer match about $113,108 at 4% or $75,406 at 6%; with 100% employer match about $84,831 at 4% or $56,554 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-12$5,478,036$81,438$6,787iApproximate average salary by contribution assumption: employee only about $169,663 at 4% or $113,108 at 6%; with 50% employer match about $113,108 at 4% or $75,406 at 6%; with 100% employer match about $84,831 at 4% or $56,554 at 6%.
2017110$6,013,658$79,489$7,949iApproximate average salary by contribution assumption: employee only about $198,723 at 4% or $132,482 at 6%; with 50% employer match about $132,482 at 4% or $88,321 at 6%; with 100% employer match about $99,361 at 4% or $66,241 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-10$6,013,658$79,489$7,949iApproximate average salary by contribution assumption: employee only about $198,723 at 4% or $132,482 at 6%; with 50% employer match about $132,482 at 4% or $88,321 at 6%; with 100% employer match about $99,361 at 4% or $66,241 at 6%.
2016110$5,064,878$97,561$9,756iApproximate average salary by contribution assumption: employee only about $243,903 at 4% or $162,602 at 6%; with 50% employer match about $162,602 at 4% or $108,401 at 6%; with 100% employer match about $121,951 at 4% or $81,301 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-10$5,064,878$97,561$9,756iApproximate average salary by contribution assumption: employee only about $243,903 at 4% or $162,602 at 6%; with 50% employer match about $162,602 at 4% or $108,401 at 6%; with 100% employer match about $121,951 at 4% or $81,301 at 6%.
201519$5,363,119$116,929$12,992iApproximate average salary by contribution assumption: employee only about $324,803 at 4% or $216,535 at 6%; with 50% employer match about $216,535 at 4% or $144,357 at 6%; with 100% employer match about $162,401 at 4% or $108,268 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-9$5,363,119$116,929$12,992iApproximate average salary by contribution assumption: employee only about $324,803 at 4% or $216,535 at 6%; with 50% employer match about $216,535 at 4% or $144,357 at 6%; with 100% employer match about $162,401 at 4% or $108,268 at 6%.
2014112$5,824,382$100,623$8,385iApproximate average salary by contribution assumption: employee only about $209,631 at 4% or $139,754 at 6%; with 50% employer match about $139,754 at 4% or $93,169 at 6%; with 100% employer match about $104,816 at 4% or $69,877 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-12$5,824,382$100,623$8,385iApproximate average salary by contribution assumption: employee only about $209,631 at 4% or $139,754 at 6%; with 50% employer match about $139,754 at 4% or $93,169 at 6%; with 100% employer match about $104,816 at 4% or $69,877 at 6%.
2013113$5,607,656$77,320$5,948iApproximate average salary by contribution assumption: employee only about $148,692 at 4% or $99,128 at 6%; with 50% employer match about $99,128 at 4% or $66,085 at 6%; with 100% employer match about $74,346 at 4% or $49,564 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-13$5,607,656$77,320$5,948iApproximate average salary by contribution assumption: employee only about $148,692 at 4% or $99,128 at 6%; with 50% employer match about $99,128 at 4% or $66,085 at 6%; with 100% employer match about $74,346 at 4% or $49,564 at 6%.
2012112$4,988,942$78,801$6,567iApproximate average salary by contribution assumption: employee only about $164,169 at 4% or $109,446 at 6%; with 50% employer match about $109,446 at 4% or $72,964 at 6%; with 100% employer match about $82,084 at 4% or $54,723 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-12$4,988,942$78,801$6,567iApproximate average salary by contribution assumption: employee only about $164,169 at 4% or $109,446 at 6%; with 50% employer match about $109,446 at 4% or $72,964 at 6%; with 100% employer match about $82,084 at 4% or $54,723 at 6%.
2011111$4,299,066$84,187$7,653iApproximate average salary by contribution assumption: employee only about $191,334 at 4% or $127,556 at 6%; with 50% employer match about $127,556 at 4% or $85,037 at 6%; with 100% employer match about $95,667 at 4% or $63,778 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-11$4,299,066$84,187$7,653iApproximate average salary by contribution assumption: employee only about $191,334 at 4% or $127,556 at 6%; with 50% employer match about $127,556 at 4% or $85,037 at 6%; with 100% employer match about $95,667 at 4% or $63,778 at 6%.
2010115$4,274,244$77,130$5,142iApproximate average salary by contribution assumption: employee only about $128,550 at 4% or $85,700 at 6%; with 50% employer match about $85,700 at 4% or $57,133 at 6%; with 100% employer match about $64,275 at 4% or $42,850 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-15$4,274,244$77,130$5,142iApproximate average salary by contribution assumption: employee only about $128,550 at 4% or $85,700 at 6%; with 50% employer match about $85,700 at 4% or $57,133 at 6%; with 100% employer match about $64,275 at 4% or $42,850 at 6%.
2009115$3,482,135$74,427$4,962iApproximate average salary by contribution assumption: employee only about $124,045 at 4% or $82,697 at 6%; with 50% employer match about $82,697 at 4% or $55,131 at 6%; with 100% employer match about $62,023 at 4% or $41,348 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-15$3,482,135$74,427$4,962iApproximate average salary by contribution assumption: employee only about $124,045 at 4% or $82,697 at 6%; with 50% employer match about $82,697 at 4% or $55,131 at 6%; with 100% employer match about $62,023 at 4% or $41,348 at 6%.
2008113$2,320,996$113,579$8,737iApproximate average salary by contribution assumption: employee only about $218,421 at 4% or $145,614 at 6%; with 50% employer match about $145,614 at 4% or $97,076 at 6%; with 100% employer match about $109,211 at 4% or $72,807 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-13$2,320,996$113,579$8,737iApproximate average salary by contribution assumption: employee only about $218,421 at 4% or $145,614 at 6%; with 50% employer match about $145,614 at 4% or $97,076 at 6%; with 100% employer match about $109,211 at 4% or $72,807 at 6%.
2007114$0$0-
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-14---
2006114$3,568,840$154,656$11,047iApproximate average salary by contribution assumption: employee only about $276,171 at 4% or $184,114 at 6%; with 50% employer match about $184,114 at 4% or $122,743 at 6%; with 100% employer match about $138,086 at 4% or $92,057 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-14$3,568,840$154,656$11,047iApproximate average salary by contribution assumption: employee only about $276,171 at 4% or $184,114 at 6%; with 50% employer match about $184,114 at 4% or $122,743 at 6%; with 100% employer match about $138,086 at 4% or $92,057 at 6%.
2005112$2,787,506$129,901$10,825iApproximate average salary by contribution assumption: employee only about $270,627 at 4% or $180,418 at 6%; with 50% employer match about $180,418 at 4% or $120,279 at 6%; with 100% employer match about $135,314 at 4% or $90,209 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-12$2,787,506$129,901$10,825iApproximate average salary by contribution assumption: employee only about $270,627 at 4% or $180,418 at 6%; with 50% employer match about $180,418 at 4% or $120,279 at 6%; with 100% employer match about $135,314 at 4% or $90,209 at 6%.
2004114$2,437,647$128,592$9,185iApproximate average salary by contribution assumption: employee only about $229,629 at 4% or $153,086 at 6%; with 50% employer match about $153,086 at 4% or $102,057 at 6%; with 100% employer match about $114,814 at 4% or $76,543 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-14$2,437,647$128,592$9,185iApproximate average salary by contribution assumption: employee only about $229,629 at 4% or $153,086 at 6%; with 50% employer match about $153,086 at 4% or $102,057 at 6%; with 100% employer match about $114,814 at 4% or $76,543 at 6%.
2003111$1,952,262$103,612$9,419iApproximate average salary by contribution assumption: employee only about $235,482 at 4% or $156,988 at 6%; with 50% employer match about $156,988 at 4% or $104,659 at 6%; with 100% employer match about $117,741 at 4% or $78,494 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-11$1,952,262$103,612$9,419iApproximate average salary by contribution assumption: employee only about $235,482 at 4% or $156,988 at 6%; with 50% employer match about $156,988 at 4% or $104,659 at 6%; with 100% employer match about $117,741 at 4% or $78,494 at 6%.
2002210$1,365,152$99,835$9,984iApproximate average salary by contribution assumption: employee only about $249,588 at 4% or $166,392 at 6%; with 50% employer match about $166,392 at 4% or $110,928 at 6%; with 100% employer match about $124,794 at 4% or $83,196 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-10$1,365,152$77,402$7,740iApproximate average salary by contribution assumption: employee only about $193,505 at 4% or $129,003 at 6%; with 50% employer match about $129,003 at 4% or $86,002 at 6%; with 100% employer match about $96,753 at 4% or $64,502 at 6%.
Liptz & Roberts, Chartered Money Purchase Plan 002-0-$22,433-
2001213$1,547,353$96,717$7,440iApproximate average salary by contribution assumption: employee only about $185,994 at 4% or $123,996 at 6%; with 50% employer match about $123,996 at 4% or $82,664 at 6%; with 100% employer match about $92,997 at 4% or $61,998 at 6%.
Liptz & Roberts, Chartered Money Purchase Plan 002-13$1,004,952$23,527$1,810iApproximate average salary by contribution assumption: employee only about $45,244 at 4% or $30,163 at 6%; with 50% employer match about $30,163 at 4% or $20,109 at 6%; with 100% employer match about $22,622 at 4% or $15,081 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-11$542,401$73,190$6,654iApproximate average salary by contribution assumption: employee only about $166,341 at 4% or $110,894 at 6%; with 50% employer match about $110,894 at 4% or $73,929 at 6%; with 100% employer match about $83,170 at 4% or $55,447 at 6%.
2000215$1,582,675$106,024$7,068iApproximate average salary by contribution assumption: employee only about $176,707 at 4% or $117,804 at 6%; with 50% employer match about $117,804 at 4% or $78,536 at 6%; with 100% employer match about $88,353 at 4% or $58,902 at 6%.
Liptz & Roberts, Chartered Money Purchase Plan 002-15$1,021,902$27,626$1,842iApproximate average salary by contribution assumption: employee only about $46,043 at 4% or $30,696 at 6%; with 50% employer match about $30,696 at 4% or $20,464 at 6%; with 100% employer match about $23,022 at 4% or $15,348 at 6%.
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)-10$560,773$78,398$7,840iApproximate average salary by contribution assumption: employee only about $195,995 at 4% or $130,663 at 6%; with 50% employer match about $130,663 at 4% or $87,109 at 6%; with 100% employer match about $97,998 at 4% or $65,332 at 6%.